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Helping you and your business solve problems and overcome insurance, employee benefits and financial challenges.
Client Advocate
Location
New York + 1 moreAll locations: New York | Texas
Posted
74 days ago
Salary
$54K - $72K / year
Seniority
Senior
Job Description
Client Advocate
NFP, an Aon company
• Monitor the team inbox for incoming cases and requests from our broker clients • Enter ALL transactions that are pulled from the inbox onto the Smart Sheet (Daily tracking tool) • Track daily progress of each case for team visibility and organization on the Smart Sheet • Maintain an exceptional relationship with all the brokers who are being serviced with daily follow ups. • Consistent communications with Broker clients is precise and well written. • Develop strong relationships with our Carrier partners for information and educational purposes. • Efficient process of all transactions into the carrier portals for submission or change. • Email requests and questions to assigned representatives at the carrier level. • Maintain contact and in good standing with all of our carrier partners
Job Requirements
- High School Diploma
- College Degree
- 3-5 Years of related industry experience
Benefits
- competitive salary
- PTO & paid holidays
- 401(k) with match
- exclusive discount programs
- health & wellness programs
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