Client Advocate

This is a fully remote position, open to applicants in California.

📋 Description

• Support clients and their employees with a range of benefit inquiries

• Manage incoming calls and emails

• Operate under the supervision of the Account Manager

• Organize client events such as health fairs and wellness meetings

• Prepare annual benchmark reports and employee survey documents

⛳️ Requirements

• Bachelor's Degree is mandatory

• Prior experience in insurance or employee benefits is preferred

• A valid California Life and Health license is required within 90 days

• Excellent verbal and written communication abilities

• Strong mathematical and analytical capabilities

• Effective in building relationships

• Proficient in Microsoft Office and Excel

• Detail-oriented in approach to tasks

• Capable of managing a high workload efficiently

• Strong organizational abilities

🏝️ Benefits

• Health insurance

• Wellbeing benefits

• Retirement benefits

• Paid time off

• Overtime compensation for non-exempt employees

• Opportunities for learning and development

• Reimbursement for job-related expenses