Client Advocacy Coordinator (Account Administrator - Employee Benefits)

Client Advocacy Coordinator

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.

Roles and Responsibilities

As a Client Advocacy Coordinator, you provide comprehensive administrative and operational support for employer-sponsored benefit programs. You ensure benefit plans are executed accurately, service requests are handled consistently, and systems and documentation remain current. Your work supports renewals, open enrollment, and ongoing plan administration while delivering a reliable and professional experience for clients and their employees.

Your Key Areas of Impact

Client Satisfaction: You directly influence the experience of clients and members by serving as a primary operational support resource for benefits-related needs. You manage benefits communications through inboxes, phone lines, and chat, ensuring inquiries are handled accurately and in a timely manner. You assist members with carrier network searches, ID card requests, and general claims questions while supporting Group Administrators with billing questions and invoice retrieval. By tracking enrollments, terminations, and service requests through completion and communicating status updates consistently, you help clients feel informed, supported, and confident in their benefits program.

Plan Administration

You ensure benefit plans are administered correctly by processing member enrollments and terminations with precision, saving confirmations for every transaction, and managing eligibility activity through completion, including ICHRA-related changes. You oversee Employee Navigator wall notifications and discrepancy reports, send ICHRA contribution calculation requests, and audit system data to confirm accuracy prior to open enrollment. You maintain current policy details and client contact information in AgencyBloc, helping reduce errors, mitigate compliance risk, and ensure data integrity across systems.

Renewal Execution

You play a critical role in successful renewals and open enrollment periods by preparing systems, coordinating information, and monitoring participation. You build Employee Navigator sites for new groups, update rates and benefits at renewal, and pull renewal and plan information from carrier sites for distribution. During open enrollment, you audit Employee Navigator data, present meetings through live Zoom sessions or recorded presentations, track enrollment progress, and provide regular updates to clients. You assist with carrier submissions, send final reports to Group Administrators, and follow up to confirm members receive ID cards, ensuring smooth transitions and timely completion of all enrollment activity.

Operational Efficiency

You contribute to consistent, efficient benefit administration by ensuring systems, documentation, and workflows are maintained accurately and kept up to date. You manage incoming USPS mail, maintain organized SharePoint and Outlook folders for each group, and ensure policy details and client contact information are current in AgencyBloc. You pull plan summaries and renewal information from carrier sites, assist with building cost comparisons and client-facing presentations with appropriate guidance and review, and create benefits guides and Section 125 documents. You update workflows and process documentation as procedures evolve, helping support scalability and consistency across the organization. Through reliable execution, follow-through, and clear communication, you support successful renewals, open enrollment activity, and ongoing plan administration while ensuring deadlines are met and information is delivered accurately.

The Work Environment, Physical Demands & Travel

Your work is conducted primarily 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 calculator, copy machine, and computer printer 95% of the time. You will need to be able to lift to 20 lbs. Travel may be required for this seat and is less than 5%.

Your qualifications

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 health insurance or employee benefits administration roles that have helped you increase your employee benefits knowledge and develop excellent client services skills. You hold a life and health insurance license or will within 90 days of hire. You are proficient with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook. You are also proficient with Adobe and CRM systems, with experience in Employee Navigator and AgencyBloc preferred.

More about us

Our Core Values

You live the following "Lewer Core Values" in your daily work:

I've Got This - Always takes care of business; assumes responsibility, supports accountability, leads by example.

Kaizen - Embodies constant improvement; always asks why and continuously improves our processes.

Results With Integrity - Commits to strong moral and ethical principles in the pursuit of excellence.

Good Vibes - Takes care of one another; works enthusiastically, treats others professionally and respectfully.

The Team

Lewer runs on the Entrepreneurial Operating System (EOS). That means as a member of this team, your manager is committed to:

• Giving clear directions.
• Providing the necessary tools.
• Acting with the greater good in mind.
• Delegating.
• Understanding your role and how you can help the company.
• Providing clear expectations.
• Communicating effectively.
• Running effective meetings.
• Meeting one-on-one with you quarterly or more, if needed.
• Rewarding and recognizing your performance.

It also means you are committed to the EOS life by doing what you love, with people you love. You make a huge difference, are compensated appropriately, and take time to pursue personal passions.

Your coworkers are a diverse group of professionals across all the business units of Lewer. They are highly skilled professionals who are passionate about their work and committed to achieving Lewer's goals. They are collaborative and eager to work together to identify opportunities for improvement and find solutions to complex business challenges.

Benefits

Some benefits Lewer offers its Associates include:

• Employer-paid medical, dental & vision insurance
• Employer-paid short-term disability, long-term disability and life insurance
• $1,500 Employer HSA annual contribution
• 5% 401(k) match with 100% immediate vesting