Client Advocate I

ISHE; Boise (ID); Hybrid; USD 44,000 - 102,000; Full time

Benefits offered by this job

Medical

Dental

Vision coverage

Paid time off

Retirement savings options

Wellness programs

Job summary

CVS Health is seeking a Client Advocate to support Meritain products, manage relationships with clients and brokers, and drive client retention and growth. The role emphasizes service, administration, and proactive problem solving for a diverse book of business.

You will respond to inquiries promptly, train on client portals, and collaborate with internal teams to improve workflows and deliver strategic plans. A 2–3 year background in health insurance is preferred.

Qualifications

• 2-3 years of experience working with health insurance.
• 2-3 years of experience working with claims.

Responsibilities

• Services assigned book of business.
• Acknowledges customer's inquiry within one business day.
• Creates and maintains PDET (Product Design Engineering Technology) cases as outlined in policy guidelines.
• Acts as the single point of contact for client's operational inquiries and escalated issues. Resolutions to include (but not are not limited to) claims, enrollment, ID cards, COBRA, FSA, network operations, PBM, customer service, EDI files, and finance.
• Provides plan document interpretation and ensures the client's questions are addressed.
• Conducts client portal training.
• Supports operational departments to enhance the member experience through improved workflows and process improvements.
• Identifies opportunities that support account owners in developing and delivering strategic plans.

Skills

Health insurance

Client relationship management

Communication

Education

High school diploma or GED

Associate's Degree preferred

Tools

Outlook

Word

Excel

PowerPoint

Teams

Job description

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience. At CVS Health®, you'll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger - helping to simplify health care one person, one family and one community at a time.

Position Summary

The Client Advocate supports service & administration of Meritain products to achieve client satisfaction and profitable growth by building relationships with assigned clients, brokers and internal partners, monitoring activity and reporting for the assigned book of business, proactive & reactive support of client issues and supporting client retention.

Responsibilities

• Services assigned book of business.
• Acknowledges customer's inquiry within one business day.
• Creates and maintains PDET (Product Design Engineering Technology) cases as outlined in policy guidelines.
• Acts as the single point of contact for client's operational inquiries and escalated issues. Resolutions to include (but not are not limited to) claims, enrollment, ID cards, COBRA (Consolidated Omnibus Budget Reconciliation Act), FSA (Flexible Spending Account), network operations, PBM (Pharmacy Benefit Manager), customer service, EDI (Electronic Data Interchange) files, and finance.
• Provides plan document interpretation and ensures the client's questions are addressed.
• Conducts client portal training.
• Supports operational departments to enhance the member experience through improved workflows and process improvements.
• Identifies opportunities that support account owners in developing and delivering strategic plans.

Required Qualifications

• 2-3 years of experience working with health insurance.
• 2-3 years of experience working with claims.

Preferred Qualifications

• Previous experience with stop-loss products.
• DG & Salesforce experience.
• General knowledge of Meritain applications.
• Experience in Outlook, Word, Excel, PowerPoint, and Teams.
• Ability to meet deadlines.
• Decision-making skills.
• Conflict resolution, flexibility, time management, and active listening skills.
• Knowledge and experience with administrative operations.
• Professional written & verbal communication skills.

Education

• High school diploma or GED + 2 years relevant experience
• Associate's Degree preferred.

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$43,888.00 - $102,081.00

This pay range represents the base hourly rate or base annual full-time salary for all positions in the job grade within which this position falls. The actual base salary offer will depend on a variety of factors including experience, education, geography and other relevant factors. This position is eligible for a CVS Health bonus, commission or short-term incentive program in addition to the base pay range listed above.

Our people fuel our future. Our teams reflect the customers, patients, members and communities we serve and we are committed to fostering a workplace where every colleague feels valued and that they belong.

Great benefits for great people

We take pride in offering a comprehensive and competitive mix of pay and benefits that reflects our commitment to our colleagues and their families.

This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families. The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.

• medical
• dental
• vision coverage
• paid time off
• retirement savings options
• wellness programs
• other resources, based on eligibility

Additional details about available benefits are provided during the application process and on Benefits Moments.

We anticipate the application window for this opening will close on: 08/18/2026

Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state and local laws.