Licensed Client Advocate
Job Summary
Managing day-to-day benefit administration for multiple clients, the full-time Licensed Client Advocate will handle enrollments, terminations, and employee personnel changes while providing excellent customer service in a remote environment.
Key responsibilities
- Supervise the team inbox for incoming cases and requests from broker clients
- Maintain communication with broker clients and carrier partners, ensuring timely responses and follow-ups
- Track and document daily progress of cases for team transparency and organization
Required qualifications
- High School Diploma or equivalent; College Degree preferred
- 3-5 years of related industry experience
- Life and Health (L&H) License required or willingness to obtain within six months of hire
- Proficiency with MS Office products, including Outlook, Word, Excel, and PowerPoint
- Extensive understanding of carrier rules and regulations across various jurisdictions
Complete Job Description
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