Client Advocate I (Meritain Health)

CVS Health; United States; Remote; USD 43,000 - 77,000; Full time

Job summary

CVS Health seeks a Client Advocate to enhance client satisfaction and support service delivery for Meritain products. Responsibilities include managing client inquiries, building robust relationships, and improving operational processes. Ideal candidates will have a background in healthcare and experience with administrative operations. Join a team committed to transforming healthcare through connection and compassion.

Benefits

Affordable medical plan options

401(k) plan with company matching

Employee stock purchase plan

Wellness screenings and counseling

Flexible work schedules

Qualifications

• 2+ years healthcare industry experience.
• Proven experience working with deadlines.
• Knowledge of administrative operations.

Responsibilities

• Servicing your assigned book of business.
• Support client inquiries and escalated issues.
• Identify opportunities to support strategic plans.

Skills

Decision Making

Conflict Resolution

Flexibility

Time Management

Active Listening

Professional Written & Verbal Communication

Education

High School Diploma

Associates Degree

Tools

Outlook

Word

Excel

PowerPoint

Teams

Job description

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

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

• Servicing your assigned book of business
• Acknowledge customer’s inquiry within 1 business day
• Create and maintain PDET 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 limited to Claims, Enrollment, ID cards, COBRA, FSA, Network Ops, PBM, Customer Service, EDI Files and Finance
• Provides plan document interpretation and ensures the client’s questions are addressed.
• Supports operational departments to enhance the member experience through improved workflows and process improvements
• Identify opportunities that support account owners in developing and delivering strategic plans

Required Qualifications

• 2+ years healthcare industry experience.
• Proven experience working with deadlines.
• Proven experience with decision making skills , c onflict resolution skills, flexibility, time management and active listening skills.
• Knowledge and experience with administrative operations (phone experience, managing multiple tasks, etc.).
• Experience in Outlook, Word, Excel, PowerPoint, and Teams.

Preferred Qualifications

• General knowledge of Meritain applications
• Health Insurance and Stoploss experience

Education

Associates Degree (preferred); HS diploma (required), or 2+ years relevant work experience

Anticipated Weekly Hours

40

At CVS Health, we’re building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.

As the nation’s leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues – caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.

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

• Servicing your assigned book of business
• Acknowledge customer’s inquiry within 1 business day
• Create and maintain PDET 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 limited to Claims, Enrollment, ID cards, COBRA, FSA, Network Ops, PBM, Customer Service, EDI Files and Finance
• Provides plan document interpretation and ensures the client’s questions are addressed.
• Conduct client portal training
• Supports operational departments to enhance the member experience through improved workflows and process improvements
• Identify opportunities that support account owners in developing and delivering strategic plans

Required Qualifications

• 2+ years healthcare industry experience.
• Proven experience working with deadlines.
• Proven experience with decision making skills , c onflict resolution skills, flexibility, time management and active listening skills.
• Knowledge and experience with administrative operations (phone experience, managing multiple tasks, etc.).
• Professional written & verbal communication skills.
• Experience in Outlook, Word, Excel, PowerPoint, and Teams.

Preferred Qualifications

• Stop-loss/claims experience
• DG & Salesforce experience
• General knowledge of Meritain applications
• Health Insurance and Stoploss experience

Education

Associates Degree (preferred); HS diploma (required), or 2+ years relevant work experience

Anticipated Weekly Hours

40

Time Type

Full time

Pay Range

The typical pay range for this role is:

$43,888.00 - $76,500.00

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 our comprehensive and competitive mix of pay and benefits – investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest they can be. In addition to our competitive wages, our great benefits include:

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.

• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.

• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.

For more information, visit https://jobs.cvshealth.com/us/en/benefits

We anticipate the application window for this opening will close on: 05/30/2025

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

About the company

At CVS Health, we share a clear purpose: helping people on their path to better health. Through our health services, plans and community pharmacists, we’re pioneering a bold new approach to total health. Making quality care more affordable, accessible, simple and seamless, to not only help people get well, but help them stay well in body, mind and spirit.

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