Employee Benefits Advocate
Core
Facilitate positive relationships with clients and insurance carrier staff to ensure proper management of insurance policies.
Role type
Entry-level account service specialist
Builds
Client service operations and policy administration
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
policy verification, client inquiry response, account file management, carrier marketing support, Microsoft Office Suite proficiency
Responsibilities
Assist Account Management team with account-service processes, respond to client inquiries regarding enrollment and coverage, check policies for accuracy, maintain organized account files, assist with marketing clients to carriers
Sourced via workday · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.