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GIS Benefits, Inc. logoGIS Benefits, Inc.

Client Advocate

Los Angeles, California, United States · Remote OK

Entry level

Description Job Summary: The Client Advocate is responsible for providing prompt, efficient, high-quality service to our broker partners, clients, and carrier resources. Duties/Responsibilities: Gain knowledge of insuran…

Skills: Benefit Administration, Customer Service, Microsoft Excel, Microsoft Office Suite, Communication

GIS Benefits, Inc. logo

Client Advocate

GIS Benefits, Inc.

Los Angeles, California, United States • Remote OK

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Entry level

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  • Full-time
  • bachelor degree
  • Posted 42d ago
  • ~40 hrs/week
  • Remote in Los Angeles, California, United States

Responsibilities

The Client Advocate provides high-quality service to broker partners and clients by managing enrollments and service requests. They are responsible for maintaining benefit administration systems and conducting portal training for customers.

Requirements

A bachelor's degree is required along with proficiency in Microsoft Office and strong communication skills. Candidates must be able to work in a fast-paced environment and possess strong organizational abilities.

Full job description

Description

  

Job Summary:

The Client Advocate is responsible for providing prompt, efficient, high-quality service to our broker partners, clients, and carrier resources.

Duties/Responsibilities:

  • Gain knowledge of insurance products including but not limited to dental, life, disability, vision, accident, critical illness and medical
  • Achieve expert understanding and maintenance in all Benefit Administration systems
  • Assist the GIS Account Managers with employee enrollments and execution of new business
  • Assist in managing the Client Advocate email and phone lines for incoming service requests
  • Acknowledge service tickets within 1 business day, resolve service tickets within 3 business days, escalate if outside this timeline
  • Attend Broker/Customer training calls with the GIS Account Manager for introductions and clean hand off to the Client Advocate Team
  • Conduct portal refresher trainings as needed 120 days post effective date.  Escalate all issues or misunderstandings to the Team Lead to address with appropriate sales parties. 
  • Attend stewardships or broker education calls for key accounts identified by office contacts
  • Conduct customer/broker phone calls as frequently as possible to answer enrollment and billing processing questions, follow up calls with clear, concise meeting notes
  • Provide support for renewals as needed
  • Other administrative tasks as assigned by the Local GIS Office

Requirements

  

Required Skills/Abilities:

  • Must be able to work in a fast-paced environment
  • The ideal candidate will be proficient with all methods of communication: in person, phone, and email
  • Must have the ability to learn quickly
  • Must have proficiency basics with Excel and the Microsoft Office Suite
  • The candidate has a sense of urgency and takes pride in their work
  • Must be comfortable in a team environment
  • Must have the ability to articulate solutions to service issues
  • The qualified candidate should have self-motivation, strong organizational, time management and follow-through skills, excellent communication skills both written and verbal, and the desire and ability to continually learn new products and services
  • BS or BA degree is required

Physical Requirements:

  • Prolonged periods of sitting at a desk and working on a computer
  • Must be able to lift up to 15 pounds at times

Related keywords

InsuranceDental InsuranceLife InsuranceDisability InsuranceVision InsuranceAccident InsuranceCritical Illness InsuranceMedical InsuranceBenefit AdministrationBroker RelationsClient AdvocacyEnrollmentBilling ProcessingService TicketsMicrosoft ExcelMicrosoft Office

About GIS Benefits, Inc.

LinkedInVisit site
Industry
Insurance
Company size
51-200 employees
Founded
2006
Headquarters
Morris, IL
LinkedIn followers
8,029

GIS Benefits is a national benefits technology and enrollment-solutions firm that delivers Fortune 500-caliber benefits to employers of all sizes. Founded by industry experts, our customized benefits administration technology platforms significantly streamline benefits administration through a unique TEAM approach that combines integrated Technology, Enrollment, Administration and Marketing advantages with exclusive benefit solutions – all designed to save employers time, effort, and money. We leverage our strong relationships with top carriers to simplify and expedite the enrollment process so brokers are able to offer clients fast turnarounds, the best guarantee issue amounts, and the lowest participation requirements in the industry. For more information, visit our website at: www.gisbenefits.net or contact your local GIS sales representative.

Offices: 422 Wauponsee Street, Morris, IL 60450, US · 9500 Koger Blvd., Suite 200, St. Petersburg , FL 33702, US · 3525 Piedmont Road NE, Bld 8, Ste 205, Atlanta, GA 30305, US · 5 Centerpointe, Suite 400, Lake Oswego, OR 97035, US · 600 Third Ave., 2nd Floor, New York City, NY 10016, US

LifeDisabilityDentalVoluntary BenefitsWorksite BenefitsEmployer Specialty ProductsTechnologyand Enrollment SupportHealth CareFinancial Services
View all jobs at GIS Benefits, Inc.

About GIS Benefits, Inc.

LinkedInVisit site
Industry
Insurance
Company size
51-200 employees
Founded
2006
Headquarters
Morris, IL
LinkedIn followers
8,029

GIS Benefits is a national benefits technology and enrollment-solutions firm that delivers Fortune 500-caliber benefits to employers of all sizes. Founded by industry experts, our customized benefits administration technology platforms significantly streamline benefits administration through a unique TEAM approach that combines integrated Technology, Enrollment, Administration and Marketing advantages with exclusive benefit solutions – all designed to save employers time, effort, and money. We leverage our strong relationships with top carriers to simplify and expedite the enrollment process so brokers are able to offer clients fast turnarounds, the best guarantee issue amounts, and the lowest participation requirements in the industry. For more information, visit our website at: www.gisbenefits.net or contact your local GIS sales representative.

Offices: 422 Wauponsee Street, Morris, IL 60450, US · 9500 Koger Blvd., Suite 200, St. Petersburg , FL 33702, US · 3525 Piedmont Road NE, Bld 8, Ste 205, Atlanta, GA 30305, US · 5 Centerpointe, Suite 400, Lake Oswego, OR 97035, US · 600 Third Ave., 2nd Floor, New York City, NY 10016, US

LifeDisabilityDentalVoluntary BenefitsWorksite BenefitsEmployer Specialty ProductsTechnologyand Enrollment SupportHealth CareFinancial Services
View all jobs at GIS Benefits, Inc.

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