Remote Client Benefits Concierge

Apply Now; Alpharetta (GA); Hybrid; USD 52,000 - 70,000; Full time

Job summary

Decisely is seeking a Client Care Advisor to provide benefits administration, education, and platform support for clients. You’ll troubleshoot issues, assist with open enrollment, and document interactions in TRAX CRM, while staying current on ACA, COBRA, HIPAA, and ERISA regulations.

This role is primarily remote with occasional in-office presence; bilingual capability and 1–2 years in client service are preferred. A Life and Health License is required, and PST availability is expected.

Qualifications

• 1–2 years of client service experience, ideally in insurance, benefits, HR, or a broker setting.
• Life and Health License is required.
• Bi-Lingual proficiency is required.
• Pacific Standard Time Zone (West Coast) required.
• SaaS technology support experience preferred.
• Valid driver’s license required.

Responsibilities

• Manage incoming client inquiries through phone, chat, and email with prompt, professional responses.
• Assist clients with open enrollment inquiries, providing materials and guidance.
• Troubleshoot and resolve level one application support issues; escalate complex cases as needed.
• Accurately document client interactions in TRAX CRM.
• Maintain familiarity with Decisely services including health plans, onboarding and compliance.
• Stay informed about ACA, COBRA, HIPAA, and ERISA regulations to provide accurate information.

Skills

Client services

Bi-Lingual

Time management

Communication skills

Regulatory compliance

Education

Life and Health License

College degree preferred

Tools

TRAX CRM

Microsoft Office

Job description

Decisely is seeking a Client Care Advisor to provide benefits administration, education, and platform support for clients. You’ll troubleshoot issues, assist with open enrollment, and document interactions in TRAX CRM, while staying current on ACA, COBRA, HIPAA, and ERISA regulations.

This role is primarily remote with occasional in-office presence; bilingual capability and 1–2 years in client service are preferred. A Life and Health License is required, and PST availability is expected.