Client Advocacy Coordinator (Account Coordinator) at The Lewer Companies

Overland Park, Kansas, United States -

Full Time

Start Date

Immediate

Expiry Date

12 May, 26

Salary

0.0

Posted On

11 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Advocacy, Data Management, Organizational Skills, Attention to Detail, Communication Skills, Teamwork, Microsoft Office, CRM Systems, Insurance Knowledge, Process Improvement, Client Support, Relationship Building, Problem Solving, Time Management, Documentation Management, Cross-Functional Collaboration

Industry

Insurance

Description

Description Who we are: Since 1956, Lewer has served as an advocate for independent business owners who seek to protect what they’ve built and prepare for the future. In 1991, our student division was formed to protect people around the world. Lewer offers a concierge approach to employee and student insurance by providing tailored benefit strategies designed to create healthier businesses, families, and individuals. What you'll do at Lewer: Roles and Responsibilities: As a Client Advocacy Coordinator, you play a vital role in ensuring a seamless flow of information and support across the organization. You manage the transition of documents from receipt through processing, ensuring accuracy, timeliness, and proper distribution to the appropriate teams. You deliver WOW! Service that provides clients with guidance, assistance, and support for routine insurance-related questions, delivering a responsive and professional experience that builds trust and satisfaction. In addition, you support the Client Advocacy team by managing shared inboxes, handling policy paperwork, and maintaining organized, client facing documentation. Beyond daily operations, you contribute to process improvements, strengthen operational efficiency, and enhance collaboration across departments. Your Key Areas of Impact Client Satisfaction & Retention: Through your support of the Client Advocacy team, you contribute to ensuring clients receive consistent, high-quality service by handling routine questions and entering data into portals and management systems with accuracy and care. Your responsiveness and attention to detail help create a smooth client experience and reinforce trust in the organization. The impact of your work is reflected in stronger client relationships, improved satisfaction scores, and enhanced retention and referral rates. Streamlined Operations: Your efficient management of processing data ensures smooth and streamlined operations in the organization. You perform multiple organizational tasks, including processing paperwork, maintaining client records and filing email data. Your attention to detail and organizational skills help to minimize delays, reduce errors, and optimize processes, saving time and resources for the organization. Data Management: You coordinate administration data, which involves handling large volumes of sensitive data, including policyholder information and financial transactions. You ensure proper data management practices, including data security, privacy, and accuracy, are crucial to protect the organization and its stakeholders from data breaches, fraud, and reputational damage. You play a significant role in ensuring proper data handling practices are in place to safeguard the organization's data assets. Cross-Functional Collaboration: Your collaborative approach in working with various internal and external stakeholders is vital to the organization's success. Your effective communication skills, relationship-building, and teamwork foster a culture of collaboration and enable successful partnerships, benefiting the organization's overall business objectives. You have a commitment to cross-training and serving as backup for your colleagues as needed, which drives smooth operations and superior service for all Lewer clients. The Work Environment, Physical Demands & Travel Your work is conducted at the Lewer Administrative Offices, with eligibility to work from home in accordance with company policy. You must be able to remain in a stationary position 75% of the time, and be able to occasionally move about inside the office to access filing cabinets, office machinery, etc. You will operate a computer and other office productivity machinery, such as a phone, calculator, copy machine and computer printer 75% of the time. You will need to be able to lift 20 lbs. Travel is not required for this seat. Your qualifications: Requirements You may hold a bachelor’s degree from an accredited university in business, healthcare, or a related field, and you’ve spent at least two years in administrative or account management roles that have helped you develop strong service skills and client support experience. You hold a life and health insurance license or will obtain one within 90 days of hire. You are proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook, and have experience using Adobe. Previous experience with CRM systems is preferred. This Impact Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the Associate for this seat. Duties, responsibilities and activities may change at any time with or without notice. Associate must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable Associates with disabilities to perform the essential functions of their job, absent undue hardship. More about us: Our Core Values You live the following “Lewer Core Values” in your daily work: I've Got This - Always takes care of business; assumes responsibility, supports accountability, leads by example. Kaizen - Embodies constant improvement; always asks why and continuously improves our processes. Results With Integrity - Commits to strong moral and ethical principles in the pursuit of excellence. Good Vibes - Takes care of one another; works enthusiastically, treats others professionally and respectfully. The Team Lewer runs on the Entrepreneurial Operating System (EOS). That means as a member of this team, your manager is committed to: Giving clear directions. Providing the necessary tools. Acting with the greater good in mind. Delegating. Understanding your role and how you can help the company. Providing clear expectations. Communicating effectively. Running effective meetings. Meeting one-on-one with you quarterly or more, if needed. Rewarding and recognizing your performance. It also means you are committed to the EOS life by doing what you love, with people you love. You make a huge difference, are compensated appropriately, and take time to pursue personal passions. Your coworkers are a diverse group of professionals across all the business units of Lewer. They are highly skilled professionals who are passionate about their work and committed to achieving Lewer’s goals. They are collaborative and eager to work together to identify opportunities for improvement and find solutions to complex business challenges. Benefits Some benefits Lewer offers its Associates include: Employer-paid medical, dental & vision insurance Employer-paid short-term disability, long-term disability and life insurance $1,500 Employer HSA annual contribution 5% 401(k) match with 100% immediate vesting

Responsibilities

As a Client Advocacy Coordinator, you ensure a seamless flow of information and support across the organization while managing document transitions and providing client assistance. You contribute to client satisfaction, streamline operations, and enhance collaboration across departments.