Client Advocate
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Job Description
Client Advocate responsible for assisting employees with benefit plan questions at OneDigital. Handling inquiries and coordinating client events within a collaborative team environment.
Responsibilities:
- Assist clients and their employees with various benefit questions
- Handle incoming phone calls and emails
- Work under the direction of the Account Manager
- Coordinate client events such as health fairs and wellness meetings
- Complete annual benchmark reports and employee survey reports
Requirements:
- Bachelor’s Degree, required
- Previous experience working in insurance/employee benefits, preferred
- Valid California Life and health license, required within 90 days
- Strong verbal and written communication skills
- Strong mathematical and analytical skills
- Effective relationship builder
- Proficiency with Microsoft Office and Excel
- Detail-oriented approach to work
- Ability to effectively manage high volumes of work
- Strong organizational skills
Benefits:
- Health insurance
- Wellbeing benefits
- Retirement benefits
- Paid time off
- Overtime pay for non-exempt employees
- Learning and development programs
- Job-related expense reimbursement
- Employee perks and discounts
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