Customer Advocate

• Responsible for developing detailed work plans, schedules, project estimates, resource plans, and status reports
• Provide technical and analytical guidance to the project team
• Analyzing and documenting requirements by liaising with a range of users in the organization
• Manages the integration of vendor tasks and tracks and reviews vendor deliverables
• Primary focus is on day-to-day execution of deliverables
• Demonstrates ability to apply understanding of concepts in complex situations and to guide others

Lead Client Advocate, Technology Delivery Manager

• Facilitate expedient and accurate resolution to client inquiries/issues/concerns
• Coordinate any special Benefit Administrator requests
• Manage, follow-through, and resolve all client inquiries, issues, and concerns
• Develop and maintain customized reporting requests from clients
• Submit and provide all necessary data for amendments/revisions
• Develop and maintain excellent working relationships with internal departments
• Maintain a comprehensive knowledge of the Absence Management product
• Act as back-up for the CRE/Sr. CRE on the assigned block of business
• Maintain complete documentation of all activities in Salesforce
• Identify and drive continuous improvements
• Analyze trends and perform root cause analysis
• Escalate issues with root cause analysis to inform overall strategy
• Recommend innovative ideas that can drive growth

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Lead Client Advocate, Technology Delivery Manager

Senior Client Advocate