The Client Advocate supports service & administration of Meritain products to achieve client satisfaction and profitable growth by building relationships with assigned clients, brokers and internal partners, monitoring activity and reporting for the assigned book of business, proactive & reactive support of client issues and supporting client retention.

Responsibilities

• Servicing your assigned book of business
• Acknowledge customer’s inquiry within 1 business day
• Create and maintain PDET cases as outlined in policy guidelines
• Acts as the single point of contact for client’s operational inquiries and escalated issues. Resolutions to include but not limited to Claims, Enrollment, ID cards, COBRA, FSA, Network Ops, PBM, Customer Service, EDI Files and Finance
• Provides plan document interpretation and ensures the client’s questions are addressed.
• Conduct client portal training
• Supports operational departments to enhance the member experience through improved workflows and process improvements
• Identify opportunities that support account owners in developing and delivering strategic plans

Required Qualifications

• 2+ years healthcare industry experience.

• Ability to meet deadlines.
• Decision making skills.
• Conflict resolution, flexibility, time management and active listening skills.
• Knowledge and experience with administrative operations.
• Professional written & verbal communication skills.
• Experience in Outlook, Word, Excel, PowerPoint, and Teams.

Preferred Qualifications

• Stop-loss/claims experience.
• DG & Salesforce experience.
• General knowledge of Meritain applications.
• Health Insurance and Stoploss experience.

Education

• Associates Degree or equivalent work experience (HS diploma + 2 years relevant experience)