Client Advocate - Remote

OneDigital; United States; Remote; USD 65,000 - 70,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Learning & development programs

Employee perks and discounts

Job summary

OneDigital is seeking a Client Advocate to support employees with benefit questions and issue resolution. You will be the primary contact for employees, handling calls and emails under the supervision of an Account Manager.

The role requires strong communication, analytical skills, and the ability to work in a fast-paced team. Responsibilities include completing benchmark and employee survey reports, coordinating health events, and maintaining accuracy in benefits data.

Qualifications

• Bachelor’s Degree required.
• Experience in insurance/employee benefits preferred.
• California Life and Health license required within 90 days.

Responsibilities

• Assist clients and employees with benefit questions and issue resolution.
• Serve as the primary contact for employees via phone and email.
• Prepare annual benchmark and employee survey reports.
• Coordinate client events such as health fairs and wellness meetings.

Skills

Verbal & Written

Math & Analytics

Relationship Building

MS Office & Excel

Positive Attitude

Adaptability

Attention to Detail

Multi-tasking

Organizational Skills

Education

Bachelor’s Degree

Tools

Microsoft Office

Excel

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 is responsible for assisting clients’ employees with benefit plan questions and/or help with issue resolution. The CA serves as the direct point of contact for these employees and handles incoming phone calls and emails as needed. They will work under the direction of the Account Manager and collaboratively as part of an internal team.

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

• Assist clients and their employees with various benefit questions which may include:

• Completing annual benchmark reports

• Completing annual employee survey reports

• Coordinate client events such as health fairs and wellness meetings

Qualifications, Skills and Requirements:

• Strong verbal and written communication skills

• Strong mathematical and analytical skills

• Effective relationship builder

• Proficiency with computer programs, specifically Microsoft Office and Excel

• Positive, can-do attitude

• Ability to be flexible and adapt easily to change and a fast-paced environment

• Detail-oriented approach to work

• Ability to effectively manage high volumes of work

• Strong organizational skills

Education, Training and Experience:

• Bachelor’s Degree, required

• Previous experience working in insurance/employee benefits, preferred

• Valid California Life and health license, required within 90 days

Other:

License required after 90 days

The typical base pay range for this role nationwide is $65,000 to $70,000 per year.

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.

To learn more, visit: www.onedigital.com/careers

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”). A copy of the Federal EEO poster is linked here.

Pursuant to local Fair Chance Ordinances, we will consider qualified applications with arrest or conviction records for employment. For applicable candidates, the following ordinances are linked here to inform you of your rights as an applicant:

City and County of San Francsico

City of Los Angeles

County of Los Angeles

Employment decisions shall comply with all other applicable federal, state and city/county laws prohibiting discrimination in employment. OneDigital complies with all criminal history inquiry [or ‘ban the box’] laws in California, Connecticut, Colorado, Hawaii, Illinois, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, Oregon, Rhode Island, Vermont and Washington.

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.

OneDigital understands the immense responsibility and opportunities provided by Artificial Intelligence. We utilize advanced Artificial Intelligence [AI] technologies to enhance our recruitment process. This includes using AI to filter candidates based on their qualifications and to rediscover potential candidates from our existing applicant pool. Our AI systems help us efficiently identify the best fit for our open positions, ensuring a streamlined and effective hiring experience. However, AI does not replace the humans in our process. If you have concerns about our use of AI, you may opt out where laws allow.

Thank you for your interest in joining the OneDigital team!