Client Advocate Resume Samples

Client Advocate is responsible for providing information about the company’s products and services to Clients/Customers. A well-written Client Advocate Resume mentions duties and tasks such as – handling all transactions of the client, managing client account, maintaining a strong relationship with clients, advocating clients on various aspects, preparing documents on behalf of clients, and mediating between client and the company. In a hospital setting, the job description for this role will include tasks such as – supervising daily activities of patients, teaching common skills among patients, mediating disputes between clients, and updating client record periodically.

Knowledge, skills, and abilities expected for this role include – knowledge of principles and practices in the field of social work, skill in delivering group and individual counseling, the ability to multitask, conflict resolution skills and proven advocacy. Minimum qualifications include a bachelor’s degree in social work, behavioral science, or psychology.

 

Client Advocate Resume example

Client Advocate Resume

Summary : Strategic Leadership and Client Relationship professional with a strong focus on relationship management, leadership and drive for results. Talent for inspiring, motivating, and creating positive working relationships.

Skills : Multi-tasking, Excel, Leadership, Team Work, Interpersonal Skills.

Description :

    1. Responsible for cultivating key account relationships and providing service and support for products and services across the continuum.
    2. Coordinated company-wide responses to client-specific requirements demonstrating ownership and a genuine concern for the quality of work performed for the client.
    3. Developed and managed effective strategies to maximize opportunities and meet annual goals.
    4. Built and maintained viable client relationships to foster client satisfaction and retention.
    5. Partnered with clients to develop strategies that will help position them for success with their mission, vision, and goals.
    6. Provided day to day support for client needs, including routine client meetings and managing issue resolution.
    7. Handled account-related client escalations.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
MBA


Client Advocate Resume

Summary : As a Client Advocate, to research complex issues to identify the root cause and work with leadership so long term solutions to process and/or service failure points are continuously implemented.

Skills : Microsoft Office, Quickbooks, , Critical Thinking.

Description :

    1. Consulted clients on process improvements and cost savings.
    2. Administered day-to-day client services including reporting, billing, and service level management.
    3. Maintained excellent knowledge of printing systems, print production processes, mail standards, and fulfillment.
    4. Scheduled and attended periodic client and team meetings to address various issues.
    5. Took lead and organized accounts with no prior service representative; ensured all jobs delivered as per contract agreements and billed accurately.
    6. Created documentation for the production department to ensure accurate job processing.
    7. Known for going above-and-beyond to get the job done.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS


Client Advocate Resume

Summary : To Help clients troubleshoot technology and financial industry based issues via phone, email, virtual meetings, or in-person scenarios and ensure work items are complete in a timely manner.

Skills : Customer Service, Problem Solving Skills, Communication, Data Entry, Dependable.

Description :

    1. Maintained customer accounts while working directly with the Principal / Owner.
    2. Oversaw project completion while simultaneously managing multiple priorities and deadlines.
    3. Ensured materials requested from credit union clients were organized, prioritized, and completed prior to due dates.
    4. Partnered with Technical Advisors in reviewing all presentations and bid material for accuracy prior to delivery.
    5. Generated monthly and quarterly asset reports for client accounts and distributed reports to 3rd Party Administrator for posting on the company website, allowing clients to view their investment portfolio.
    6. Attended client meetings, documented meeting deliverables, created an action plan, and assigned tasks to appropriate team members.
    7. Developed and sustained client rapport by attending client meetings and ensuring deliverables addressed from prior meetings.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Business Management

Client Advocate Resume

Summary : To obtain a position in an innovative and challenging environment where my recovery expertise will aid in the growth and success of the company. To efficiently and effectively handle escalations and continuously re-prioritize outstanding items

Skills : Problem Resolution, Conflict Resolution, Customer Assistance.

Description :

    1. Assisted in the observation, supervision, and monitoring of clients in a residential treatment center.
    2. Assisted in the daily course of treatment for new and existing clients under the direction of the treatment team.
    3. Ability to quickly and safely de-escalate clients in crisis.
    4. Communicated client behaviors to counseling staff/coordinators.
    5. Responded to client issues according to facility protocol and behavior management guidelines. 
    6. Assisted in the technical analysis of client information
    7. Collaborated with various supporting teams within our Reinsurance Solution such as catastrophe modeling, actuarial and contract wording to bring the best of Aon to clients
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BBA

Client Advocate Resume

Headline : Highly qualified individual offering more than 20 years of social service experience. A results-focused and effectual leader with a proven ability to develop and maintain programs. Talent for proactively identifying and resolving problems, eliciting program support, referrals, volunteers, and donations. 

Skills : Microsoft Office, Customer Service, Management, Data Entry.

Description :

    1. Collaborated with the team from various professions to develop a program providing social and supportive services to first-time female felons.
    2. Established measures for tracking the progress of clients.
    3. Assisted clients charged with felonies in accessing services to assist in developing life skills that prevent reoffending.
    4. Connected clients to mental health and substance abuse services as needed.
    5. Assisted women with building a resume, finding employment, and applying for benefits.
    6. Advocated on behalf of clients in the courtroom with judges and attorneys in both family and criminal court.
    7. Conducted needs assessment with clients in and out of jail.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Administration And Management

Client Advocate Resume

Summary : Results-driven, achievement-oriented, and self-directed management professional, highly effective diagnosing key issues and solving complex operational problems within multi-agency, mid-tier, and rapidly growing fast-paced environments.

Skills : Data Entry, Scheduling Appointments, Positive Attitude.

Description :

    1. Coordinated meetings and communicates with clients.
    2. Updated Project hour burndown charts daily.
    3. Manually enters the product backlog items for projects as needed.
    4. Creates Support Agreements and tracks use of Clients' remaining hours of Support.
    5. Validates Support issues as they are presented. 
    6. Presented program and data to members of the community and the legal system. 
    7. Provided assistance to clients and treatment team with new admissions and discharges to the unit. 
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
GED

Client Advocate Resume

Headline : To obtain a position that will enable me to use my strong communication skills, educational background, and ability to work well with people. With my positive attitude I will function well in a large corporate office environment.

Skills : Customer Service, Customer Care, Technical Support.

Description :

    1. Assisted disabled citizens in pursuing SSI/SSDI claims.
    2. Interviewed clients by telephone and face to face to establish rapport and develop a clear understanding of their needs.
    3. Reviewed files to ensure client eligibility.
    4. Reviewed documentation and supplemented as needed.
    5. Drew on experience and judgment to make informal decisions on merit to pursue a claim to the next level.
    6. Appealed initial and reconsideration denial of SSI claims.
    7. Contacted the Social Security Administration, Disability Determination Services, as well as the local Department of Social Services offices on behalf of clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School

Client Advocate Resume

Objective : To maximize my potential in a customer service position whereby my administrative experience, initiative and interpersonal skills will be utilize for promoting excellent customer relations.

Skills : Multi-tasking, Excel, Communication, Data Entry, Dependable.

Description :

    1. Assisted clients in retrieving their personal effects and the handling of their phone calls.
    2. Maintained confidentiality and privacy for the dignity of all clients. 
    3. Maintained records accuracy by retaining client files and ensuring electronic and hard copies compliant with securities firm regulations. 
    4. Conducted educational webinars for the client's annually or as needed for support. 
    5. Handled customer service inquiries from members, providers, physicians, and internal and external clients related to pharmacy benefits.
    6. Worked to research and resolve problems in a timely manner.
    7. Assisted members in understanding and maximizing the use of their pharmacy distribution program.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Associate In Arts

Client Advocate Resume

Summary : Seeking the position of Client Advocate, responsible for providing high-level and in-depth workflow and product use support by resolving inquiries via phone, email, and web, in a manner and time frame consistent with team service levels and goals.

Skills : Microsoft Office, Customer Service, Organizational, Detail Oriented.

Description :

    1. Used a computerized system to gather information and respond to questions.
    2. Documented issues and resolutions in a common database.
    3. Identify and escalate repetitive questions and/or problems so that corrective action can be pursued and expedited. 
    4. Managed and maintained positive relationships through any service delays/quality issues.
    5. Updated ticket system and document all developments for positive resolutions.
    6. Reported internally and to the client regarding SLA and our SLA report card.
    7. Used existing client relationships to solicit referrals and expand the client base.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BS

Client Advocate Resume

Headline : As a Client Advocate, to utilize advanced insurance skills to provide favorable relationships with customers, groups, and clients through the prompt, accurate, and courteous resolution of benefit and eligibility inquiries.

Skills : Communication Skills, Organizational Skills, Problem-Solving Skills, Patience.

Description :

    1. Provided support to clients and Managers to ensure timely training, support, information, updates, feedback, and response, access to new features and programs, and unparalleled customer service.
    2. Acted as primary escalation contact for clients
    3. Handled telephone and e-mail status inquiries from clients.
    4. Effectively partnered with Order Entry, Title, Closing, Funding, and Post Closing and other internal operational functions to ensure a smooth flow of files through the pipeline.
    5. Managed and resolved customer complaints and requests while maintaining excellent professionalism standards according to company policies and procedures.
    6. Able to work under pressure and meet deadlines, while maintaining a positive, helpful, compassionate attitude.
    7. Provided exemplary external and internal customer service.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Client Advocate Resume

Objective : Responsible for Scrubbing all applications and identify situations where clarification needs to be made that could have an adverse effect on the eligibility for a participant (missing information) and follow-up with appropriate parties, including escalation if necessary.

Skills : MS Office, Planning Skills.

Description :

    1. Provided customers with information and advice necessary to make insurance decisions for their families and provide issue resolution on plan options and plan selections.
    2. Provided coaching and mentoring for all members of the Client Advocate Center team.
    3. Thrived in a fast-paced environment without constant supervision and direction.
    4. Accepted both positive feedback and constructive criticism.
    5. Developed and maintained strong and lasting client partnerships.
    6. Identified and executed opportunities to engage the employee population.
    7. Collaborated with internal functional teams focused on the clients needs.
                            Years of Experience
                            Experience
                            0-2 Years
                            Experience Level
                            Level
                            Entry Level
                            Education
                            Education
                            GED