Client Advocate I

CVS Health; Madison (WI); On-site; USD 44,000 - 102,000; Full time

Benefits offered by this job

Comprehensive benefits package

Bonus eligibility

Job summary

CVS Health is seeking a Client Advocate in Madison, WI to support Meritain products, build client relationships, and drive satisfaction and profitable growth.

The role handles inquiries, resolves issues across claims, enrollment, COBRA, FSA, and more, and trains clients on portals while supporting service improvements and strategic plans.

Qualifications

• 2-3 years of experience working with health insurance.
• 2-3 years of experience working with claims.
• Experience with stop-loss products and Meritain applications is a plus.

Responsibilities

• Services assigned book of business and acts as single point of contact for client inquiries.
• Acknowledges customer inquiries within one business day and supports issue resolution.
• Creates and maintains PDET cases per policy guidelines and trains clients on portals.
• Collaborates with internal partners to improve workflows and client retention.
• Identifies opportunities to support account owners in strategic plans.

Skills

Health insurance experience

Claims handling experience

Client relationship management

Education

High school diploma or GED + 2 years relevant experience

Associate's Degree preferred

Tools

Salesforce

Outlook

Excel

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.

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.