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8 Client Advocacy Jobs

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0.0 - 4.0 years

0 Lacs

punjab

On-site

You will be working as a Junior Advocate at Advocate's office located in the Mohali district. Your main responsibilities will include advocating for clients, representing them in legal proceedings, and providing legal advice and assistance on a day-to-day basis. Key Responsibilities: - Conducting legal research - Advocating for clients - Representing clients in legal proceedings - Providing legal advice and assistance Qualifications Required: - Legal research, Client advocacy, and Legal representation skills - Strong communication and interpersonal skills - Ability to work in a fast-paced environment - Knowledge of relevant laws and regulations - Previous experience in a legal setting is a plus - Bachelor's degree in Law or relevant field,

Posted 2 days ago

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2.0 - 6.0 years

0 Lacs

delhi

On-site

Bain & Company is a global consultancy dedicated to assisting the world's most ambitious change makers in defining the future. With a presence in 67 cities across 40 countries, Bain works hand in hand with clients to achieve extraordinary results, surpass the competition, and reshape industries. Since its establishment in 1973, Bain has gauged its success by the accomplishments of its clients, maintaining the highest level of client advocacy in the industry. The Bain Capability Network, founded in 2004 in New Delhi and now operating globally with nodes in India, Warsaw, and Mexico, is an expert client delivery (ECD) team within Bain and Company. Collaborating closely with global leadership and clients, the network provides expertise across various industries and capabilities. Offering offshore, on-site, and hybrid delivery models, the network integrates seamlessly with case teams and practice areas. Specializing in core capabilities such as Private Equity, Pricing, Corporate Finance, and Strategy, the network houses dedicated teams across industries like Consumer Products, Retail, FS, and Healthcare. As an Associate in the Knowledge Management team under the Product, Practice and Knowledge (PPK) department, you will contribute to global knowledge management within industry or capability practices. Your responsibilities will include managing and preparing content contributions, standardizing materials as per Bain standards, writing abstracts, tagging materials, and posting content on Bain's internal knowledge base. Additionally, you will ensure compliance guidelines are followed, oversee junior team efforts, manage content quality, support content creation, and assist with practice analytics using tools like Alteryx, Tableaux, and Excel. You will work closely with Senior Knowledge Specialists to answer requests, perform knowledge capture tasks, create newsletters, maintain databases, and provide insights for Practice operational activities. Your role is critical in harnessing the expertise of consulting staff to deliver exceptional results for clients. This position offers a unique opportunity to be part of a dynamic team that drives innovation and excellence within Bain & Company. Kindly note that this opportunity is exclusively applicable for the PG Batch of 2025-26 from LBSIM Delhi.,

Posted 3 days ago

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3.0 - 7.0 years

0 Lacs

hyderabad, telangana

On-site

About the Role As a motivated Tax Customer Support Representative at Instead, you will play a crucial role in assisting clients in discovering tax savings through strategic planning and implementation using our innovative software platform. With a focus on client-facing responsibilities year-round, you will engage with individuals and businesses to identify tax strategies, guide them through the implementation process, and ensure a seamless execution from planning to filing. Your responsibilities will include providing support to both internal and external clients through various channels such as chat, email, phone, and Zoom. Additionally, you will be involved in onboarding new clients, assisting them in navigating our tax software, troubleshooting any issues, and escalating feature requests as necessary. Collaboration with our U.S.-based customer support agents, our team in India, and our tax and accounting firm partners will be essential in delivering exceptional customer service and maintaining Instead.com. Key Responsibilities - Provide support to clients via chat, email, phone, and Zoom - Assist in onboarding new clients and troubleshooting software issues - Handle customer inquiries across multiple platforms - Collaborate with cross-functional teams to ensure software usability and accuracy - Maintain the internal account management system to ensure data accuracy Qualifications - 3+ years of direct customer support experience - Strong attention to detail and excellent problem-solving skills - Ability to identify and resolve software issues effectively - Comfortable working in a fast-paced, team-oriented environment - Strong communication skills with a client-centric approach - Passion for continuous learning and adapting to changes - Ability to advocate for clients and provide support during challenges Preferred Qualifications - Active or in-progress Enrolled Agent (EA) license - Experience in supporting software products across multiple channels - Background in tax planning or preparation - Familiarity with U.S.-based accounting or tax firms - Experience with platforms like Salesforce and Intercom - Previous experience with tax-related companies such as H&R Block, Thomson Reuters, Wolters Kluwer, Intuit, etc. Join Us By joining Instead, you will have the opportunity to work with a cutting-edge tax technology platform that is revolutionizing the industry. You will be part of a collaborative, mission-driven team focused on delivering value and will receive competitive compensation and benefits. Additionally, you will gain exposure to complex tax scenarios across various industries, receive mentorship, and have opportunities for career advancement. Your role will involve helping tax professionals implement and file accurately, enabling effective tax planning and compliance while building lasting client relationships and making a tangible impact on their financial outcomes. Equal Opportunity Employer - M/F/D/V All candidates who receive and accept employment offers from Instead must complete a background check due to the sensitive nature of the information entrusted to our team.,

Posted 1 month ago

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2.0 - 8.0 years

0 Lacs

navi mumbai, maharashtra

On-site

You are invited to our Walk-In Drive on 31st July at our Vikhroli office for the position of Client Specialist/Insurance Operation - Senior Advisor/Analyst (Night Shift) at Willis Towers Watson. The shift timing for this role is from 6:30 PM to 3:30 AM. As a member of the NA Client Service Teams, you will be responsible for supporting pre-renewal, broking, binding, and post-binding activities necessary for the placement and service of our NA CRB clients and prospects. Your primary focus will be on delivering White Glove Service to our clients and prospects by working closely with Client Advocacy, Client Service, and Broking teams on a daily basis. Key Responsibilities: - Participate in the draft proposal creation process alongside the Client Team - Collaborate with the Client Team to support activities required for timely tax filing to avoid fines and penalties - Support in the process of binding coverage with carriers by drafting binding confirmation documents and following up on receipt of binders - Assist in the preparation of the Summary of Insurance to help clients understand their coverage - Arrange and facilitate internal strategy meetings to discuss upcoming insurance renewals and support Client Managers and Account Executives in the coordination process - Monitor renewal activities and assist in the preparation, review, and update of documents and data required for the renewal process - Support Client Service and Advocacy teams with reporting needs and management of ad hoc requests - Collaborate with functional teams to initiate and finalize client deliverables, handle questions and requests for information - Support the billing and invoicing process by ensuring accurate inclusion of all necessary documents and key data elements - Assist in onboarding new clients, manage Client Exposure details, and provide support in the renewal process with document preparation/management and data analysis/management - Schedule, attend, and take minutes of Internal Strategy meetings - Perform data entry required to load and update client details for submission, proposal, binding, and billing Requirements: - 2 to 8 years of experience in the Insurance renewal cycle business - Must have US insurance experience - Understanding of the end-to-end insurance renewal cycle and its stages - Thorough knowledge and understanding of various insurance documents - Familiarity with catastrophe modeling will be beneficial Don't forget to bring a copy of your updated CV mentioning Client Specialist when you attend the interview. We are excited to meet you in person at our Walk-In Drive!,

Posted 1 month ago

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10.0 - 14.0 years

0 Lacs

karnataka

On-site

The purpose of the Claims Role is to effectively manage the claims process for clients, ensuring a smooth and fair settlement of claims. Your responsibilities will include reviewing and validating claims, liaising with insurers, advocating for clients" interests, and guiding them through the claims process to achieve a satisfactory outcome. You will be expected to accurately review and process claims in adherence to established protocols and guidelines. Furthermore, you will ensure that all necessary documentation is collected and maintained for each claim, including client statements, accident reports, and relevant records. As the main point of contact for clients during the claims process, you will provide timely updates and information, advocate for clients" interests and rights, and ensure a fair and just settlement of claims. Additionally, you will engage in substantiating the claim to the insurers to secure optimal claim settlements for clients, considering policy terms, legal requirements, and clients" expectations. In addressing client concerns, disputes, and inquiries related to claims, you will demonstrate professionalism and timely responses. Conflict resolution and maintaining positive client relationships throughout the claims process will be crucial aspects of the role. To excel in this role, you should possess a strong understanding of insurance policies, coverages, and claims processing. Familiarity with insurance regulations, industry standards, and claims-related legal aspects is necessary. Clear and effective communication skills, both written and verbal, will be essential to convey complex information to clients and internal stakeholders. Your interpersonal skills will be key in managing client interactions with empathy and professionalism. Your analytical skills will be utilized to assess claim details, policy information, and relevant documents to make informed decisions. Identifying potential challenges and developing effective solutions to ensure smooth claims processing will be part of your responsibilities. Effective negotiation skills will also be required to achieve optimal claim settlements for clients and persuasively present clients" cases and arguments to insurers. A bachelor's degree in business, insurance, finance, or a related field is preferred for this role. Prior 10 years of work experience in claims processing, claims handling, or related roles within the insurance industry is advantageous. Relevant certifications in claims management or insurance claims will be beneficial. Proficiency in using claims management systems, CRM software, and the Microsoft Office suite (Word, Excel, Outlook, etc.) is required for this position.,

Posted 1 month ago

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1.0 - 5.0 years

0 - 0 Lacs

delhi

On-site

You will be joining Cache Labs as a Junior Client Success Manager, where you will play a vital role in ensuring that our clients achieve their desired outcomes by using our products/services. This role requires individuals who are enthusiastic about customer satisfaction, possess excellent communication skills, and are eager to advance their careers in a client-facing position. As a Junior CSM, you will collaborate closely with clients to comprehend their needs, offer customized solutions, and guarantee the smooth adoption and continuous utilization of our offerings. Your responsibilities will include: Client Onboarding: - Assisting in the onboarding process for new clients to set them up for success. - Conducting training sessions to educate clients on product features and best practices. - Creating and maintaining onboarding materials and documentation. Relationship Management: - Establishing and sustaining strong, long-term relationships with clients. - Serving as the primary point of contact for a portfolio of clients, addressing their inquiries and concerns promptly. - Scheduling regular check-ins to monitor client satisfaction and pinpoint areas for enhancement. Client Advocacy: - Advocating for client needs within the company to ensure their feedback is acknowledged and acted upon. - Collaborating with internal teams (e.g., Sales, Product, Support) to address client issues and enhance their experience. - Providing clients with updates on product enhancements and new features. Performance Monitoring: - Tracking client usage and engagement metrics to identify trends and potential issues. - Analyzing client data to offer insights and recommendations for maximizing the value they receive from our products/services. - Preparing and presenting performance reports to clients and internal stakeholders. Problem Resolution: - Identifying, troubleshooting, and resolving client issues in a timely and effective manner. - Escalating complex problems to senior team members or other departments as required. - Ensuring follow-through on issues until resolution and maintaining clear communication with clients throughout the process. Retention and Growth: - Working to diminish client churn and promote retention through proactive engagement and support. - Identifying opportunities for upselling and cross-selling additional products/services. - Assisting in the renewal process by providing clients with the necessary information and support. To be successful in this role, you should have a Bachelor's degree in Business, Marketing, Communications, or a related field, along with 1-2 years of experience in a customer-facing role, preferably in client success, account management, or customer support. Excellent communication and interpersonal skills, strong problem-solving abilities, familiarity with CRM software and customer success platforms, ability to manage multiple clients and projects simultaneously, high level of empathy, and a client-first mindset are essential qualities for this position. Additionally, a basic understanding of the industry and the company's products/services will be beneficial.,

Posted 1 month ago

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2.0 - 8.0 years

0 Lacs

punjab

On-site

As a Senior Manager of Client Support, you will play a vital role in leading and elevating our client support team. Your primary responsibility will be to oversee daily client support operations, ensuring the delivery of exceptional customer experiences, and driving continuous improvement initiatives. The ideal candidate for this role will have a proven track record in managing client support teams, resolving complex client issues, and collaborating with cross-functional teams to enhance customer satisfaction and loyalty. Your key responsibilities will include leading, managing, and inspiring a high-performing client support team to deliver outstanding service and exceed client expectations. You will also be responsible for developing and implementing strategies to streamline support workflows, continuously improve customer experience and service delivery, and take ownership of escalated client issues to ensure timely and effective resolution while maintaining positive client relationships. Additionally, you will analyze client support data and trends to identify opportunities for process improvements, training, and resource allocation. Working closely with departments such as product, sales, and marketing, you will address client needs and feedback to ensure alignment and a holistic approach to customer success. Monitoring and enforcing adherence to service level agreements (SLAs) and key performance indicators (KPIs) will be crucial in ensuring that team goals are consistently met. You will also provide ongoing coaching, mentoring, and professional development to support team members, fostering a culture of growth and high performance. Acting as a voice of the customer within the company, you will provide insights and feedback to improve products, services, and overall customer satisfaction. The ideal candidate for this role will have 8+ years of experience in client support or customer service, with at least 2 years in a leadership or managerial role. Strong problem-solving, communication, and leadership abilities, along with experience in client support tools, CRM systems, and other service management software, are essential. The ability to manage multiple priorities in a fast-paced environment while maintaining high standards of service, analyze performance metrics and customer feedback to implement continuous improvements, and a passion for delivering exceptional client experiences with empathy and professionalism are also key qualifications for this role.,

Posted 1 month ago

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3.0 - 8.0 years

0 Lacs

karnataka

On-site

Myers-Holum is expanding operations to Bangalore, India, and is actively seeking an experienced Senior Consultant to play a pivotal role in the expansion of the India Practice. As a Senior Consultant with 5+ years of end-to-end NetSuite implementation experience, you will be leading projects from discovery and requirements gathering to training and deployment. Working alongside other organizational leaders such as Managers and Solution Architects, stakeholders will rely on you for project-related queries and creative solutioning. This role provides an opportunity to progress into a Principal Consultant role, a stepping stone towards a leadership position within the organization. Your responsibilities will include leading full-cycle NetSuite implementation projects, translating complex business requirements into technical designs, and engaging in solution delivery throughout all project phases. Conducting fit/gap analysis, developing wireframe and schematic diagrams, and collaborating with the in-house development team for custom solutions will be key aspects of your role. Additionally, you will contribute to internal initiatives, provide client advocacy, and continuously enhance your NetSuite product skills. To qualify for this role, you should have a minimum of 3 years of consulting or industry experience, hands-on functional NetSuite ERP implementation experience, and relevant certifications such as NetSuite ERP Consultant and NetSuite Certified Administrator. A background in finance/accounting, consulting, and advisory services, along with expertise in NetSuite technical capabilities, is essential for success in this role. As an MHIer, you can expect a collaborative environment where you can shape your future and positively influence change for customers. The company's commitment to curiosity, humility, and resilience fosters a culture of growth and development. Myers-Holum offers stability, growth opportunities, access to cutting-edge technology partners, and a supportive structure that values its employees" well-being. Benefits of joining Myers-Holum include access to training, career growth opportunities, full medical insurance coverage, and a remote working option. The interview process is efficient and tailored to showcase your strengths and career aspirations while determining mutual fit. Expect touchpoints with the recruiting team, team leads, managers, and executive leadership to ensure a comprehensive evaluation and decision-making process. Join Myers-Holum on its journey of growth and innovation, and be a part of a company that values its people and fosters a culture of continuous learning and development.,

Posted 1 month ago

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