Senior Benefit Navigator & Client Advocate

Keystone Advisors; Houston (TX); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive compensation

Company-paid licensing support

Comprehensive benefits package

Career advancement opportunities

Job summary

Keystone Advisors is seeking a Senior Benefit Navigator in Houston, Texas. This role involves providing expert guidance to clients on complex healthcare decisions, ensuring a positive customer experience across all product lines.

The ideal candidate has over 7 years of experience in customer service or healthcare, strong communication skills, and proficiency with Salesforce. We offer competitive compensation, comprehensive benefits, and a collaborative culture.

Qualifications

• 7+ years of experience in customer service, insurance, healthcare, or a related field.
• Strong communication, analytical, and problem-solving skills.
• Advanced proficiency with CRM systems and Microsoft Excel.

Responsibilities

• Serve as the primary point of contact for escalated client concerns.
• Educate clients on healthcare plans and coverage options.
• Conduct proactive outreach to at-risk clients.

Skills

Customer service

Problem-solving

Communication skills

Analytical skills

Education

High school diploma or GED

Bachelor’s degree or equivalent experience

Tools

Salesforce

Microsoft Office

Job description

Keystone Advisors is seeking a Senior Benefit Navigator in Houston, Texas. This role involves providing expert guidance to clients on complex healthcare decisions, ensuring a positive customer experience across all product lines.

The ideal candidate has over 7 years of experience in customer service or healthcare, strong communication skills, and proficiency with Salesforce. We offer competitive compensation, comprehensive benefits, and a collaborative culture.