Client Advocate - Remote

OneDigital; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Join a people-focused organization dedicated to providing essential health benefits to over 100,000 employers. As a Client Advocate, you will leverage your insurance expertise to build strong relationships with clients, ensuring their health and eligibility inquiries are resolved promptly and accurately. This dynamic role offers the opportunity to thrive in a fast-paced environment while mentoring a dedicated team. With a commitment to diversity and inclusion, this innovative firm values every individual's contribution and is eager to welcome passionate professionals ready to make a difference in the lives of others.

Benefits

Health benefits

Paid time off

Overtime pay

Learning and development programs

Employee perks and discounts

Qualifications

• Must have a Health & Life license and 3 years of customer service experience.
• Advanced knowledge of medical insurance required.

Responsibilities

• Process enrollment, claims, and eligibility questions for clients.
• Resolve escalated issues and provide coaching for team members.

Skills

Verbal communication

Written communication

Customer service

Problem-solving

Professional phone etiquette

Education

Health & Life license

3+ years customer service experience

Advanced knowledge of medical insurance

Tools

MS Office

Job description

Employee Benefits is the core of our business and at our heart we are a people-focused organization. Every day, we help over 100,000 employers give their employees peace of mind by providing health, pharmacy, long and short-term disability, vision, dental and other insurance solutions. What makes us unique is that we can surround our clients with more services and more technology-based tools and a team of advisors that simply cares more than anyone else.

If you want a career giving people the reassurance that they can have access to the health care they need for themselves and their loved ones, join OneDigital.

Our Newest Opportunity:

The Client Advocate will utilize advanced insurance skills to provide favorable relationships with customers, groups and clients through the prompt, accurate and courteous resolution of benefit and eligibility inquiries.

Essential Duties and Responsibilities (include but are not limited to):

• Process all incoming enrollment, claims, billing and eligibility questions. This includes but is not limited to emailing/faxing the document to the carrier, entering information into the carrier website, completing carrier spreadsheets or processing the transaction over the phone with the carrier contact.
• Scrub all applications and identify situations where clarification needs to be made that could have an adverse effect on the eligibility for a participant (missing information) and follow-up with appropriate parties, including escalation if necessary.
• Responsible for resolving escalated issues such as urgent enrollments, unexpected pharmacy disputes, exception requests, complex claims and billing situations, as well as other unplanned eligibility matters that may come up from time to time. This may require extra communication as well as additional research into group history. Extensive noting of the account may be required.
• Provide customers with information and advice necessary to make insurance decisions for their families and provide issue resolution on plan options and plan selections.
• Provide coaching and mentoring for all members of the Client Advocate Center team.
• Responsibilities also include Client Advocate Center Specialist duties as needed.

Qualifications, Skills and Requirements:

• Professional phone etiquette and a pleasant tone.
• Must have a positive attitude and excellent verbal and written communication skills.
• Ability to thrive in a fast-paced environment without constant supervision and direction.
• Ability to accept both positive feedback and constructive criticism.
• Reliability and punctuality is a must.
• Must have a Health & Life license.

Education, Training and Experience:

• Minimum three years of customer service experience required in a broker or insurance carrier setting; 5 years is preferred.
• Advanced knowledge of medical insurance and the ability to communicate information to customers.
• MS office experience and computer savvy. Able to navigate through different carrier websites without detailed training.

The typical base pay range for this role nationwide is $24 to $26 per hour. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

OneDigital is an equal opportunity employer. Not only as a matter of standard, but to honor and celebrate our differences. We believe that the power of ONE starts with you. We are committed to cultivating and preserving a culture that celebrates diversity, insists on equity and inclusion, and connects us. Ensuring our people feel seen, valued, respected, and supported is fundamental to our core values and business goals.

OneDigital provides equal employment opportunities to all employees and applicants for employment regardless of their: veteran status, uniformed servicemember status, race, color, religion, sex, sexual orientation, gender identity, age (40 and over), pregnancy (including childbirth, lactation and related medical conditions), national origin or ancestry, citizenship or immigration status, physical or mental disability, genetic information (including testing and characteristics) or any other category protected by federal, state or local law (collectively, “protected characteristics”).

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. In short, we believe in hiring the most qualified applicant for the position, regardless of background.

If you have questions about our hiring policies and practices, we would be happy to discuss upon receiving your application. We hope to welcome you to OneDigital and look forward to hearing from you.

Thank you for your interest in joining the OneDigital team!