Client Advocate - Health and Human Services, Small Business Accounts

Job description

Description Account Management: - Provide day-to-day client management and servicing for Small Business Accounts in our Health and Human Services segment. - Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions). - Process incoming mail (postal, email and/or faxes) for the team and distribute to team - Process cancellation notices/non-payment issues; Advise Client Manager/Account Executive to handle - Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery - Deliver policies as directed by Producer/Client Manager/Account Executive - Request and prepare policy endorsements - Issue certificates of insurance and deliver Special Handling Certificates to Client Manager/Account Executive - Process client monthly reports - Process premium audits and deliver disputed audits to Client Manager/Account Executive - Follow agency procedures for EPIC (client management system). - Perform other duties as assigned. New/Renewal Marketing: - Contribute to agency revenue and retention goals by following established Commerc...