GIS Benefits Of California Inc

Role Description The Client Advocate is responsible for providing prompt, efficient, high-quality service to our broker partners, clients, and carrier resources. - 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. Qualifications - BS or BA degree is required. Requirements - 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. Company Description