NFP, an Aon company · 3 days ago
Client Advocate, Benefits (Remote)
NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. As a Client Advocate, you’ll be part of our client-facing team, responsible for addressing and resolving client and employee inquiries across a wide range of topics.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Respond to and resolve customer service inquires and issues by identifying the topic and type of assistance the client needs such as benefits, eligibility and claims, financial spending accounts and correspondence
Help guide and educate clients and their employees about the fundamentals and benefits of their lines of coverage
Intervene with care providers (doctor's offices) on behalf of the customer to assist with resolving claims and billing discrepancies
Own problem through to resolution on behalf of the customer in real time or through comprehensive and timely follow-up with the member
Research complex issues across multiple databases and work with support resources to resolve customer issues and/or partner with others to resolve escalated issues
Meet the performance goals established for the position in the areas of: efficiency, quality and customer satisfaction
Process and assist with eligibility in escalated and urgent situations
Research resources the vendor has available for the client to utilize such as wellness initiatives
Make sure client remains compliant with federal and state laws
Building client relationships. Client database maintenance
Qualification
Required
Minimum 2 years of experience with customer service in employee benefits field
Demonstrate ability to listen skillfully, collect relevant information, determine immediate requests and identify the current and future needs of the member or client
Proficient problem solving approach to quickly assess current state and formulate recommendations
Proficient in translating healthcare-related jargon and complex processes into simple, step-by-step instructions customers can understand and act upon
Flexibility to customize approach to meet all types of member communication styles and personalities
Proficient conflict management skills to include ability to resolve issues in a stressful situation and demonstrating personal resilience
Life and Health license or ability to obtain licensing
Benefits
PTO & paid holidays
401(k) with match
Exclusive discount programs
Health & wellness programs
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Recent News
Company data provided by crunchbase