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Insurance Client Advocate I : Customer Service, CIS

Req #: CNX00051997
Location: Greenville, SC US
Job Category: CIS

Interact with customer and clients, as well as other teams and representatives regarding external client’s services and products answering Calls.  Deliver information in answer to general inquiries and assist in the resolution of customer concerns.  Also will assist in processing claims and Policy Owner service requests.


  • Receive in-bound calls by clarifying the type of product purchased and the options available within the contract account.  This is to be done without using a scripted response.
  • Clarify the needs of the caller using industry and product knowledge and call center skills.
  • Track and document calls using a company specific software program.
  • Achieve high level of single call resolution.
  • Handle difficult problems and avoid escalation whenever possible.
  • Continuously improve call handling skills, system knowledge, and communication skills, thus enhancing customer service levels.
  • Provide exceptional service to the customer that meets or exceeds all client contractual service level agreements.
  • Complete call request based on client specific time line.
  • Assist, or train  new representatives  as needed.
  • Ability to work in a fast paced multi functional environment.


  • Inbound Call Center experience in a high volume call center.  
  • Health and Life insurance processing experience a plus.

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