Client Advocate, Employee Benefits

HUB International • Sacramento, CA

11d • $21 - $24

About The Position

The Client Advocate acts as a benefits advocate for clients, helping resolve employee benefits issues and educating employees on how to make better use of their benefit plans. The role handles inbound calls in a queue system, responds to calls and inquiries within 24 hours, and works with employers, employees, and medical providers to resolve issues. It documents activity to ensure accurate reporting of eligibility and plan issues and presents a knowledgeable, professional, and helpful image on behalf of the company.

This position primarily involves remaining stationary for most of the workday and frequent communication with colleagues and clients in person and by telephone. The role regularly uses a computer and office productivity equipment, and occasionally moves around the office to access files and equipment. HUB describes its work environment as collaborative and growth-oriented, with training, licensing support, and ongoing development opportunities.

Requirements

• High school diploma or GED.
• Ability to communicate effectively and professionally, orally and in writing, with internal and external customers.
• Ability to present information effectively and respond to questions from managers, clients, customers, and the general public.
• Proficiency with Microsoft Office Suite and Outlook.
• Desire to learn and grow within the insurance industry.
• 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 such as discounts, interest, commissions, proportions, and percentages.
• Ability to gather relevant information and facts efficiently, analyze information, and solve problems in a timely and thorough manner.
• Ability to prioritize and organize multiple tasks and responsibilities to complete assignments on time and accurately.
• Ability to remain stationary for most of the workday and communicate and exchange accurate information in person and by telephone.
• Ability to operate a computer and office productivity machinery, such as a calculator, copy machine, and computer printer.
• Ability to occasionally move about the office to access file cabinets and office machinery.

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 within 24 hours of 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.

Benefits

• Competitive pay and comprehensive health benefits, including health, dental, vision, life, and disability insurance.
• Flexible benefits options, including FSA and HSA accounts.
• 401(k) retirement savings and matching.
• Paid time off and generous paid time off benefits.
• Paid parental leave.
• Wellbeing program.
• Company-paid life and disability plans.
• Eligible bonuses, equity, and commissions for some positions.
• Structured training, licensing support, and ongoing development opportunities.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED