33 client advocate jobs found

Kapnick Insurance Group is seeking a dynamic and experienced Benefits Team Leader to guide and develop our employee benefits team, including Account Managers, Benefit Analysts, and Quality Assurance staff. This leadership role offers an exciting opportunity to influence our client service excellence while maintaining a book of business. Join us in representing our agency with integrity and dedication, aligning with our Core Values to make Kapnick Insurance the best in the industry. Key Responsibilities:  Lead, mentor, and develop team members to enhance their skills, performance, and professional growth Manage and maintain a portfolio of clients, ensuring high levels of satisfaction and service delivery Collaborate with internal teams, clients, and carriers to resolve issues and identify solutions Assess workloads and staffing needs, and assign clients and tasks accordingly to optimize team efficiency Develop, review, and update workflows, procedures, and deliverables...