Client Advocate, Employee Benefits

Hub International Insurance•Roseville, CA

10d

About The Position

The Client Advocate acts as a benefit advocate for clients, helping resolve employee benefit issues and educating clients’ employees on how to make better use of their benefit plans. The role handles inbound calls through a queue system and communicates with employers, employees, and medical providers to resolve benefit questions and claims issues. It documents activities relating to eligibility and plan issues and provides timely, professional customer support. The position requires frequent communication with colleagues and clients, in person and by telephone, as well as regular use of a computer and office productivity equipment. It primarily involves remaining stationary for most of the workday, with occasional movement around the office to access files and equipment. HUB describes its workplace as collaborative and growth-oriented, with structured training, licensing support, and ongoing development opportunities. The role offers competitive pay and may include comprehensive benefits and total compensation, subject to eligibility and position-specific terms.

Requirements

High school diploma or GED.
Ability to communicate orally and in writing effectively and professionally with internal and external customers.
Ability to present information effectively and respond to questions from groups of managers, clients, customers, and the general public.
Proficiency with Microsoft Office Suite and Outlook.
Ability to respond to customer needs, solicit feedback to improve service, and handle difficult or emotional customer situations promptly and accurately.
Confidence and demeanor to interact effectively with all levels within the organization.
Ability to calculate figures and amounts, including discounts, interest, commissions, proportions, and percentages.
Ability to gather pertinent information and facts efficiently, analyze them, and solve problems timely and thoroughly.
Ability to prioritize and organize multiple tasks and responsibilities to complete assignments on time and accurately.
Ability to communicate and exchange accurate information.
Ability to remain in a stationary position for the majority of the workday and occasionally move about the office to access files and equipment.

Nice To Haves

1–2 years of healthcare claims processing or benefits administration experience.
Bilingual ability.

Responsibilities

Present a knowledgeable, professional, and helpful image on behalf of the company.
Handle inbound calls using a queue system.
Assist clients and employees with claims and benefit issues.
Respond to phone calls and inquiries no later than 24 hours after receipt.
Provide timely resolution of issues.
Communicate with employers, employees, and medical providers to resolve benefit issues.
Educate client employees on how to maximize their plan benefits.
Document activities to ensure accurate reporting of eligibility and plan issues.
Perform other duties and tasks as deemed appropriate by the Supervisor or Manager.