Client Advocacy Coordinator (Account Coordinator)

The Lewer Companies•Overland Park, KS

6d•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 Coordinator, you play a vital role in ensuring a seamless flow of information and support across the organization. You manage the transition of documents from receipt through processing, ensuring accuracy, timeliness, and proper distribution to the appropriate teams. You deliver WOW! Service that provides clients with guidance, assistance, and support for routine insurance-related questions, delivering a responsive and professional experience that builds trust and satisfaction. In addition, you support the Client Advocacy team by managing shared inboxes, handling policy paperwork, and maintaining organized, client facing documentation. Beyond daily operations, you contribute to process improvements, strengthen operational efficiency, and enhance collaboration across departments. Through your support of the Client Advocacy team, you contribute to ensuring clients receive consistent, high-quality service by handling routine questions and entering data into portals and management systems with accuracy and care. Your responsiveness and attention to detail help create a smooth client experience and reinforce trust in the organization. The impact of your work is reflected in stronger client relationships, improved satisfaction scores, and enhanced retention and referral rates. 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. You coordinate administration data, which involves handling large volumes of sensitive data, including policyholder information and financial transactions. You ensure 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. 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. You have a commitment to cross-training and serving as backup for your colleagues as needed, which drives smooth operations and superior service for all Lewer clients. Your work is conducted at the Lewer Administrative Offices, with eligibility to work from home in accordance with company policy. 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 phone, calculator, copy machine and computer printer 75% of the time. You will need to be able to lift 20 lbs. Travel is not required for this seat.

Requirements

You may hold a bachelor’s degree from an accredited university in business, healthcare, or a related field, and you’ve spent at least two years in administrative or account management roles that have helped you develop strong service skills and client support experience.
You hold a life and health insurance license or will obtain one within 90 days of hire.
You are proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook, and have experience using Adobe.

Nice To Haves

Previous experience with CRM systems is preferred.

Responsibilities

Manage the transition of documents from receipt through processing, ensuring accuracy, timeliness, and proper distribution to the appropriate teams.
Deliver WOW! Service that provides clients with guidance, assistance, and support for routine insurance-related questions, delivering a responsive and professional experience that builds trust and satisfaction.
Support the Client Advocacy team by managing shared inboxes, handling policy paperwork, and maintaining organized, client facing documentation.
Contribute to process improvements, strengthen operational efficiency, and enhance collaboration across departments.
Handling routine questions and entering data into portals and management systems with accuracy and care.
Processing paperwork, maintaining client records and filing email data.
Coordinate administration data, which involves handling large volumes of sensitive data, including policyholder information and financial transactions.
Cross-training and serving as backup for your colleagues as needed