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Client Advocate at The MJ Companies
Carmel, Indiana, United States -
Full Time

Start Date

Immediate

Expiry Date

13 May, 26

Salary

0.0

Posted On

12 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Contract Review, Benefits Open Enrollment, Client Retention, Claims Analysis, Reporting, Microsoft Office, Excel, Problem-Solving, Organizational Skills, Time Management, Attention to Detail, Strategic Thinking, Interpersonal Skills, Verbal Communication, Written Communication

Industry

Financial Services

Description
Provide outstanding customer service that impacts clients across multiple industries by supporting day-to-day operations and working with out client-facing team. ESSENTIAL FUNCTIONS +Work together with the Account Manager and Client Executive to service clients +Assist with review of contracts for accuracy of policy details +Review Benefits Open Enrollment information for accuracy of information +Provide day-to-day customer service to clients +Assist Client Executives and Account Managers in retention of existing clients +Work with health risk management team in the analysis of claims information and development of additional value-add reporting including but not limited to Benefit Informatics +Gain working knowledge of functionality of resource tools +Assist in maintenance of client management system +Prepare and distribute Request for Proposal (RFP) packets for all lines of group insurance coverages including medical, dental, vision, life, disability and other ancillary lines of coverage +Work in Excel to prepare renewal information for clients TECHNICAL FUNCTIONS +Highly proficient in the use of Microsoft Office Products: Excel, Word, Outlook, PowerPoint REQUIRED EXPERIENCE +Exceptional written, verbal and interpersonal skills with keen attention to detail; professional presentation +Strategic thinker with ability to prioritize projects +Demonstrated skills: problem-solving, sense of urgency, detail-oriented, excellent organizational and time management REQUIRED EDUCATION/CERTIFICATION +Bachelor’s degree
Responsibilities
The Client Advocate will provide outstanding customer service and support day-to-day operations while collaborating with the client-facing team. Key tasks include assisting with contract reviews, benefits enrollment accuracy, and maintaining the client management system.