Client Advocate I (Meritain Health)

CVS HealthPrior Lake, VT

About The Position

We’re building a world of health around every individual — shaping a more connected, convenient and compassionate health experience. At CVS Health®, you’ll be surrounded by passionate colleagues who care deeply, innovate with purpose, hold ourselves accountable and prioritize safety and quality in everything we do. Join us and be part of something bigger – helping to simplify health care one person, one family and one community at a time. Position Summary 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.

Requirements

  • 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.

Nice To Haves

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

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

Benefits

  • This full‑time position is eligible for a comprehensive benefits package designed to support the physical, emotional, and financial well‑being of colleagues and their families.
  • The benefits for this position include medical, dental, and vision coverage, paid time off, retirement savings options, wellness programs, and other resources, based on eligibility.
  • Additional details about available benefits are provided during the application process and on Benefits Moments.
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