Client Advocate - Remote (PST or MST Preferred)

Posted:
8/6/2024, 5:47:42 AM

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Customer Success & Support ⋅ Sales & Account Management

Are you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that’s making a bigger impact on the world?  At OneDigital, we are on a mission to help people do their best work and live their best lives.  From the services we offer to the way we show up for each other each day, we are fueling dreams, achieving big goals, and embracing each other’s truest selves.

We understand that pursuing a new job is a big deal.  Maybe you’re afraid you won’t fit in.  Well, here’s the good news.  For us, the days of “fit in to get in” are over and being different is not a barrier to getting ahead. Greatness comes in all shapes, sizes, colors, and experience levels. If you are looking for a people-first culture that is wired for growth, driven to serve, and totally committed to having your back, give us a shot. Your best life awaits.

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:
    • Finding physicians
    • Understanding benefit plans
    • Reviewing and resolving claims
    • Resolving transition of care issues
    • Assistance with authorization/approval issues
    • Confirming the member cost-share under their plan
  • 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

Thank you for your interest in joining the OneDigital team!