Client Advocacy Coordinator

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, your impact on the organization is seen through your management of a seamless transition of documents as they are received by the organization and then processed through to other positions. You provide clients with guidance, assistance, and support for routine insurance-related questions. At renewal time, you work closely with the team to collect enrollment information and organize benefit packages to help employees gain access to critical benefits, including health insurance, dental and vision coverage, life insurance, disability insurance, etc.

Your Key Areas of Impact

Client Satisfaction: You have a primary responsibility to ensure that our clients are satisfied with the services you provide. You handle routine client questions, process enrollments/terms and enter data into portals and management systems. The impact of your work in this area is reflected in client retention rates, customer satisfaction scores, 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: Coordination of administration data involves handling large volumes of sensitive data, including policyholder information and financial transactions. 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.

The Work Environment, Physical Demands, and Travel

Your work is conducted primarily at the Lewer Administrative Offices. On occasion, your work may be conducted at a remote location, such as a home office. 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 calculator, copy machine, and computer printer 95% of the time. You will need to be able to lift to 20 lbs. Travel is required for this seat and is less than 5%.

Your qualifications:

Requirements

You may hold a bachelor’s degree from an accredited university in business, healthcare, or related field and you’ve spent two years in health insurance or employee benefits administration roles that have helped you increase your employee benefits knowledge and develop excellent client services skills. You hold a life and health insurance license or will within 90 days of hire. You are proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. You are also proficient with Adobe and CRM systems.

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
• $1,200 Employer HSA annual contribution
• 4% 401(k) match with 100% immediate vesting

Requirements