Insurance Advocacy Specialist

Take Command Health • Dallas, TX

3d • Hybrid

About The Position

The Insurance Advocacy Specialist supports Take Command Health members by helping them navigate their ICHRA/QSEHRA benefits and health insurance coverage. This role owns member-facing advocacy cases end to end - answering coverage questions, resolving claims and enrollment issues, and helping members understand how to use their benefits. Over time, this role will cross-train into Care Tier 2 (T2), expanding scope across the Advocacy function. This is a great fit for someone who has hands-on health insurance knowledge, enjoys solving problems for people, and can work independently once trained.

Requirements

• 1-3+ years of experience in health insurance (carrier, broker, benefits administration, or a related role) - candidates should understand core concepts like deductibles, EOBs, claims processes, and plan types
• Customer service experience, ideally in a case-based or ticketing environment
• Active health insurance license, or ability to obtain licensure within 90 days of hire (multiple state licenses preferred)
• Strong analytical skills - comfortable digging into a problem, comparing information across sources, and reasoning through ambiguous situations
• Self-starter who can work independently after onboarding, without needing step-by-step direction
• Clear written and verbal communication
• Comfortable working in HubSpot, Intercom, or similar CRM/ticketing tools (or able to learn quickly)
• Adaptable - this is a fast-evolving industry and role scope will shift as the team grows

Nice To Haves

• Experience with ICHRA/QSEHRA or individual market health insurance specifically
• Sound judgment on what's needed to close a case, even when the path isn't fully defined - many issues branch in unexpected ways and require re-assessing what resolution actually looks like
• Experience working in a startup or fast-changing operational environment

Responsibilities

• Serve as the primary point of contact for member insurance advocacy cases (coverage clarification, enrollment troubleshooting, provider invoice inquiries)
• Research and resolve complex insurance questions using our platforms, interacting cross-functionally, and internal documentation
• Document case notes and outcomes clearly and consistently in HubSpot / CRM
• Identify when a case needs escalation vs. when it can be resolved independently, and know how to make that call
• Adhere to SOPs to prioritize work, follow escalation protocols, and ensure timely follow-up and follow-through to solution
• Communicate with members in a way that's clear, empathetic, and sets accurate expectations
• Spot patterns across cases and flag recurring issues or process gaps to the team lead
• Once ramped, take on Care T2 responsibilities as part of cross-training

Benefits

• Competitive pay
• Health benefits
• Generously funded ICHRA for medical, dental, and vision premiums and medical expenses
• Unlimited personal vacation
• Regular company holidays
• 401(k): 90-day eligibility for 4% match that vests over 4 years with a one year cliff
• Competitive parental leave for new parents
• Up to two paid days of Paw-ternity leave
• ClassPass corporate membership

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed