Client Advocate

Leavitt Group • Sandy, UT

1d • Onsite

About The Position

Senior Benefits Insurance Services, a Leavitt Group affiliate, is seeking a motivated and service-driven Client Advocate to join their team. As a key member of our Service Team, you will play an essential role in supporting clients, assisting with Medicare-related questions, and helping keep daily operations running smoothly. This is a great opportunity for someone who enjoys helping others, thrives in a fast-paced environment, and is interested in building a career in insurance — including earning your Utah Producer License. If you enjoy helping people navigate important healthcare decisions and want to grow your career in insurance, we’d love to connect. As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 28 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

Requirements

• Strong organizational and time management skills
• Ability to multitask and prioritize in a busy environment
• Excellent written and verbal communication skills
• Detail-oriented with strong problem-solving abilities
• Proficiency in Microsoft Office
• High school diploma or equivalent

Nice To Haves

• Insurance experience is helpful but not required — we’re willing to train the right candidate
• Bilingual skills are a plus , especially: Spanish Tongan Samoan ASL

Responsibilities

• Answer inbound calls and place outbound calls to support clients
• Assist existing and prospective clients with Medicare-related questions, including: Appointment scheduling Basic Medicare education Original Medicare enrollment Medicare card or number delays Penalties, copays, and unexpected costs
• Assist with preparation and submission of insurance applications
• Earn your Utah Producer License within an agreed timeframe after hire
• Support marketing efforts and special projects as needed
• Manage personal and shared email inboxes with timely, professional responses
• Maintain confidentiality and comply with HIPAA regulations
• Provide front desk coverage and general office support when needed

Benefits

• Opportunity to earn your Utah Producer License
• Gain hands-on experience in Medicare and insurance services
• Be part of a collaborative, supportive team
• Build a long-term career path within a growing organization

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED