Licensed Client Advocate (Health Insurance Agent)

A2Z Personnel; Missoula (MT); On-site; USD 25,000 - 29,000; Full time

Job summary

A2Z Personnel is seeking a Licensed Client Advocate (Health Insurance Agent) to help clients understand plan options, enrollment steps, and benefits. You'll respond to calls and emails, advocate with carriers, document all interactions in CRM, and support Open Enrollment activities.

Requirements include 2+ years in customer service in health insurance, strong communication, organizational skills, and the ability to learn quickly.

Qualifications

• Minimum 2 years of customer service experience, preferably in health insurance, medical office, or related field.
• Strong verbal and written communication skills.
• Empathetic, patient, and professional with all types of customers.
• Excellent organizational and time management abilities.
• Proficient with Microsoft Office (Word, Excel, Outlook) and comfortable with client management systems (CRM).
• Ability to learn and retain complex information quickly.
• Must be able to pass and maintain applicable insurance licensure (Health and Exchange Producer License; training provided if needed).
• High school diploma or equivalent required; additional education a plus.
• Background check required upon offer of employment.

Responsibilities

• Respond to incoming calls and emails from clients regarding their health insurance plans, coverage options, claims, and billing questions.
• Assist clients in navigating insurance processes, including provider selection, benefits usage, and plan education.
• Advocate on behalf of clients by contacting insurance carriers and provider offices to resolve service issues and claim discrepancies.
• Document all client interactions in CRM systems with accuracy and attention to detail.
• Educate clients about their plan options and guide them through enrollment or renewal processes.
• Maintain up-to-date knowledge of plan guidelines, healthcare regulations, and industry changes.
• Provide support to internal teams and agents with customer inquiries and plan-related questions.
• Assist in preparing materials and client communications as needed.
• Support the team during Open Enrollment season by handling higher volumes and extended hours.
• Provide ongoing support for seminars, agents, and other office personnel.

Skills

Customer service

Verbal communication

Written communication

CRM

MS Office

Education

High school diploma or equivalent

Tools

CRM software

Microsoft Office

Job description

Licensed Client Advocate (Health Insurance Agent)

We’relooking for someone who is aligned with the principles that guide everything we do:

Integrity – You do what’s right, even whenit’snot easy.You’rehonest, accountable, and dependable.

Adaptability –Youwelcome change, think on your feet, and consider different perspectives.

Service-Minded – You are driven to help others, show empathy, and go the extra mile to make a difference.

Fanatical Attention to Detail –You’rethorough, organized, and believe thelittle thingsmatter.

Responsibilities:

Primary Responsibilities

Respond to incoming calls and emails from clientsregardingtheir health insurance plans, coverage options, claims, and billing questions.

Assistclients in navigating insurance processes, including providerselection, benefits usage, and plan education.

Advocate on behalf of clients by contacting insurance carriers and provider offices to resolve service issues and claim discrepancies.

Document all client interactions in CRM systems with accuracy and attention to detail.

Educate clients about their plan options and guide them through enrollment or renewal processes.

Maintain up-to-date knowledge of plan guidelines, healthcare regulations, and industry changes.

Provide support to internal teams and agents with customer inquiries and plan-related questions.

Assistin preparing materials and client communications as needed.

Support the team during Open Enrollment season by handling higher volumes and extended hours.

Provide ongoing support for seminars, agents, and other office personnel.

Ability and willingness to engage in community/networking opportunities outside of normal business hours.

Promote teamwork by sharing experiences,assistingothers when help is needed, andmaintaininga positive and professional attitude.

Willing and able to workadditionalhours as needed during the Open Enrollment Period (Oct – Dec each year).

Other duties as assigned.

Requirements:

Minimum 2 years of customer service experience, preferably in health insurance, medical office, or related field.

Strong verbal and written communication skills.

Empathetic, patient, and professional with all types of customers.

Excellent organizational and time management abilities.

Proficient with Microsoft Office (Word, Excel, Outlook) and comfortable with client management systems (CRM).

Ability to learn andretaincomplex information quickly.

Must be able to pass andmaintainapplicable insurance licensure (Health and Exchange Producer License; training provided if needed).

High school diploma or equivalentrequired;additionaleducationa plus.

Background check required upon offer of employment.

Job Type:Full Time, Monday – Friday 9am-5pm, close at noon on Fridays April – August

Job ID: 19707

Wage: $18.00-21.00/hour DOE

benefits, which include health coverage, retirement savings, and personal paid time off.

A2Z Personnel is anequal-opportunityemployer and is committed to promoting a diverse workplace. Applicants are considered for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The agency provides reasonableaccommodationsupon request to individuals with disabilities during all phases of the employment process,including the hiring process. For more information , view the Equal Employment Opportunity Poster and Americans with Disabilities Act Notice or visit: https://www.eeoc.gov/employees-job-applicants .

Timing:

Full Time, Monday – Friday 9 am – 5 pm, close at noon on Fridays April – August