Client Advocate
Role Overview
This Client Advocate role is a junior to mid-level position on a service team, focusing on daily client support for Medicare-related inquiries and insurance operations. Responsibilities include handling inbound and outbound calls, assisting with Medicare education and enrollment, managing email communications, and supporting office tasks. The hire will impact clients by helping them navigate healthcare decisions and ensuring smooth service delivery.
Perks & Benefits
This is a remote position, likely with flexible hours, though time zone expectations may align with business needs. Career growth includes earning a Utah Producer License and building a long-term path in insurance within a collaborative, supportive team. The company offers training for the right candidate and values a fast-paced, service-driven environment.
Full Job Description
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.
What You’ll Do
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
What We’re Looking For
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.
Bilingual skills are a plus, especially:
Spanish
Tongan
Samoan
ASL
Why Join Us?
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
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.
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