Client Advocate I, Health Insurance Operations
Overview
Own client service and administration for Meritain products, ensuring client satisfaction and profitable growth across assigned accounts. Collaborate with brokers and internal partners to monitor activity, report on the book of business, and provide proactive and reactive support for client issues. Train clients on portals and drive workflow improvements to enhance the member experience. This role blends operational support with strategic opportunities to assist account owners in delivering plans.
What You'll Do10
- 1Build and maintain IEPs and service records for assigned clients
- 2Serve as the single point of contact for operational inquiries and escalated issues
- 3Resolve a broad range of items including claims enrollment COBRA FSA PBM EDI and finance
- 4Provide plan document interpretation and respond to client questions
- 5Conduct client portal training and support operational departments to improve workflows and processes
- 6Identify opportunities to support strategic account plans and retention
- 7Acknowledge inquiries within one business day
- 8Document and communicate policy guidelines through PDET case management
- 9Monitor activity and report on the book of business
- 10Collaborate with internal teams to ensure timely responses and client satisfaction
Requirements5
- 12-3 years of experience working with health insurance
- 22-3 years of experience working with claims
- 3Proficiency with Outlook Word Excel PowerPoint and Teams
- 4Ability to meet deadlines and demonstrate decision making
- 5Strong written and verbal communication and conflict resolution skills
Salary Insight
$44 - $102k per year
Location
Required Skills
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