[Hiring] Client Advocate @OneDigital

Role Description

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 stewardship reports
• Completing annual employee survey reports
• Open Enrollment Support – EE Calls / Emails
• Open Enrollment Communication to LOA’s (if OD LOA Client)
• Urgent Enrollments / Access to Care
• Late Enrollments inclusive of Advocate asking for and receiving sign-off & approval from Client
• ID cards (if online access available)
• Eligibility Inquires (ex: is this a valid QLE?)
• EOI Support on One-off cases when member reaches out
• Enrollment Audit Discrepancies when received from AAM
• Carrier System Basic Support (ex. Providing carrier links & info.)
• All Cases entered to D365 upon Receipt

Qualifications

• 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

Requirements

• Bachelor’s Degree, required
• Previous experience working in insurance/employee benefits, preferred
• Valid California Life and health license, required within 90 days
• License required after 90 days

Benefits

• The typical base range for this role is $71,000 - $75,000
• 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.