Client Advocacy Advisor (Account Manager Employee Benefits)

Client Advocacy Advisor

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 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.

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.

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 is required for this seat and is less than 10%.

Your Qualifications

You hold a bachelor's degree from an accredited university in business or a related field or bring equivalent experience, and you have a successful track record in employee benefits client service, typically three to seven years. You demonstrate strong written and verbal communication, professional presence in client settings, and 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, complete continuing education as needed, and meet licensing requirements, including holding a life & health insurance license or obtaining one within 90 days of hire.

This Impact Description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the Associate for this seat. Duties, responsibilities and activities may change at any time with or without notice. Associate must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable Associates with disabilities to perform the essential functions of their job, absent undue hardship.

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