Client Advocate

Leavitt Group•Sandy, OR

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.

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
Insurance experience is helpful but not required — we’re willing to train the right candidate.

Nice To Haves

Bilingual skills, 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