Client Advocate - Employee Benefits (Remote)

Summary

NFP, an Aon company, is a leading property and casualty broker, benefits consultant, wealth manager, and retirement plan advisor. The Client Advocate will administer employee benefits for multiple clients, process enrollments, terminations, and personnel changes, reconcile monthly billing, and provide responsive customer service to clients and employees.

Responsibilities

• Supervise the team inbox for incoming cases and requests from our broker clients
• Enter ALL transactions that are pulled from the inbox onto the daily tracking sheet
• Track daily progress of each case for team transparency and organization on the Smart Sheet
• Maintain an outstanding relationship with all the brokers who are being serviced with daily follow ups
• Consistent communications with Broker clients is detailed and well written
• Develop positive connections 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
• Communicate information from the carrier with Broker clients either by phone or email
• Knowledge of our current laws and regulations with carriers and all jurisdictions that we work within
• Encourage all teammates and work as a team mentor
• Attend all Carrier Broker Forums
• Attend Carrier trainings and meetings as well as Wholesale team meetings
• Other duties and projects as assigned by manager, lead capacity

Skills

• Outstanding analytical skills and problem solving
• Outstanding oral and written communication skills
• Sophisticated knowledge of carrier plan designs and portal/systems, often specializing in one or more carriers
• Well-organized with the ability to handle several clients simultaneously
• Proficiency with MS Office products, including Outlook, Word, Excel, PowerPoint, and Adobe PDF
• Dedicated work ethic with a very high dedication to client service excellence
• Extensive understanding of carrier rules and regulations, along with state legislation for all jurisdictions
• Strong sense of urgency; however extremely accurate
• Experience working in team environment, lead capacity
• High School Diploma or equivalent
• College Degree
• 3-5 Years of related industry experience
• L&H License required or willing to obtain within six months after hire

Qualifications

Must Haves

• Outstanding analytical skills and problem solving
• Outstanding oral and written communication skills
• Sophisticated knowledge of carrier plan designs and portal/systems, often specializing in one or more carriers
• Well-organized with the ability to handle several clients simultaneously
• Proficiency with MS Office products, including Outlook, Word, Excel, PowerPoint, and Adobe PDF
• Dedicated work ethic with a very high dedication to client service excellence
• Extensive understanding of carrier rules and regulations, along with state legislation for all jurisdictions
• Strong sense of urgency; however extremely accurate
• Experience working in team environment, lead capacity
• High School Diploma or equivalent
• College Degree
• 3-5 Years of related industry experience
• L&H License required or willing to obtain within six months after hire

Benefits

• PTO
• Paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs
• This position may be eligible for performance-based incentives.