Client Advocacy Advisor (Account Manager – Employee Benefits)

The Lewer Companies•Overland Park, KS

56m•Hybrid

About The Position

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. As a Client Advocacy Advisor, you lead the day-to-day management of an assigned book of business and are accountable for delivering the full-service plan for each client. You ensure plan performance, documentation, and service activities are executed accurately and on time, oversee implementation and transition work, coordinate marketing activity and carrier deliverables, and guide client communications and meeting preparation. You own issue resolution and escalations, maintain complete and current records across systems, and provide clear recommendations that advance benefit strategy, renewal readiness, and compliance expectations. Your Key Areas of Impact Client Satisfaction: You lead the day-to-day client relationship for a designated book of business, set the tone and cadence for service delivery, and ensure questions and issues receive timely, accurate responses. You prepare materials for client meetings, document decisions and next steps, and keep stakeholders informed as work progresses. You maintain comprehensive records of communications and resolutions so that clients experience consistent, professional service and can rely on a clear history of activity and outcomes. Plan Strategy: You translate client objectives into practical benefit strategies by evaluating options, coordinating marketing activity, and developing plan comparisons and benchmarking that inform recommendations. You review plan documents and contracts for accuracy, monitor regulatory updates, and provide compliance communications as needed so that clients understand options, risks, and impacts before making decisions. Your work supports funding, vendor, and design choices that align with client goals and deliver measurable value. Renewal Outcomes: You lead renewal readiness and execution by requesting and tracking carrier renewals and quotes, validating results, and preparing clear analyses and recommendations for client review. You coordinate open enrollment timelines and communications, support meeting delivery, and oversee carrier submissions and final documentation to ensure accurate, on-time implementation. Your stewardship through the renewal cycle strengthens planning discipline, improves decision quality, and supports client satisfaction and retention. Operational Excellence: You uphold data integrity, documentation completeness, and financial accuracy across systems and files by maintaining current specifications, applications, summaries, and policy checks; coordinating invoicing; and addressing discrepancies promptly. You manage implementation activities when plans change or new carriers are introduced and keep service schedules and project plans on track. You set a high standard for responsiveness, clarity, and follow-through, and you provide guidance to junior team members on process, quality, and client expectations to promote consistent delivery.

Requirements

You hold a bachelor’s degree from an accredited university in business or a related field or bring equivalent experience
You have a successful track record in employee benefits client service, typically three to seven years
You demonstrate strong written and verbal communication
You have professional presence in client settings
You have proficiency with Microsoft Office, including Excel and PowerPoint
You are also proficient with Adobe and CRM systems, with Employee Navigator and AgencyBloc preferred
You understand benefits market dynamics and applicable regulations
You complete continuing education as needed
You meet licensing requirements, including holding a life & health insurance license or obtaining one within 90 days of hire

Nice To Haves

Proficiency with Employee Navigator
Proficiency with AgencyBloc

Responsibilities

Lead the day-to-day management of an assigned book of business
Deliver the full-service plan for each client
Ensure plan performance, documentation, and service activities are executed accurately and on time
Oversee implementation and transition work
Coordinate marketing activity and carrier deliverables
Guide client communications and meeting preparation
Own issue resolution and escalations
Maintain complete and current records across systems
Provide clear recommendations that advance benefit strategy, renewal readiness, and compliance expectations
Lead the day-to-day client relationship for a designated book of business
Set the tone and cadence for service delivery
Ensure questions and issues receive timely, accurate responses
Prepare materials for client meetings
Document decisions and next steps
Keep stakeholders informed as work progresses
Maintain comprehensive records of communications and resolutions
Translate client objectives into practical benefit strategies by evaluating options, coordinating marketing activity, and developing plan comparisons and benchmarking that inform recommendations
Review plan documents and contracts for accuracy
Monitor regulatory updates
Provide compliance communications as needed
Lead renewal readiness and execution by requesting and tracking carrier renewals and quotes, validating results, and preparing clear analyses and recommendations for client review
Coordinate open enrollment timelines and communications
Support meeting delivery
Oversee carrier submissions and final documentation to ensure accurate, on-time implementation
Uphold data integrity, documentation completeness, and financial accuracy across systems and files by maintaining current specifications, applications, summaries, and policy checks; coordinating invoicing; and addressing discrepancies promptly
Manage implementation activities when plans change or new carriers are introduced and keep service schedules and project plans on track
Provide guidance to junior team members on process, quality, and client expectations to promote consistent delivery