Client Advocate

🕒 5 days ago

🏄 California – Remote

🏄 California – Remote

💵 $71k - $75k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

🗣️ Customer Advocate

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OneDigital

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2000

💸 Finance

👥 HR Tech

Insurance • Finance • HR Tech

OneDigital is a company that specializes in providing insurance, financial services, and HR consulting solutions. By leveraging technology and innovation, OneDigital aims to transform complex and inefficient landscapes through business automation, APIs, product development, and AI. Their services include employee benefits consulting, property and casualty insurance, retirement plan administration, and wealth management. OneDigital is committed to diversity, equity, inclusion, and belonging within its corporate culture and offers a range of services aimed at helping businesses and individuals achieve their aspirations of health, success, and financial security.

📋 Description

• Assist clients and their employees with various benefit questions which may include: Finding physicians • Understanding benefit plans • Reviewing and resolving claims • Resolving transition of care issues • Assistance with authorization/approval issues • Confirming the member cost-share under their plan • Completing annual stewardship reports • Completing annual employee survey reports • Open Enrollment Support – EE Calls / Emails • Open Enrollment Communication to LOA’s (if OD LOA Client) • Urgent Enrollments / Access to Care • Late Enrollments inclusive of Advocate asking for and receiving sign-off & approval from Client • ID cards (if online access available) • Eligibility Inquires (ex: is this a valid QLE?) • EOI Support on One-off cases when member reaches out • Enrollment Audit Discrepancies when received from AAM Carrier System • Basic Support (ex. Providing carrier links & info.) • All Cases entered to D365 upon Receipt

🎯 Requirements

• Bachelor’s Degree, required • Previous experience working in insurance/employee benefits, preferred • Valid California Life and health license, required within 90 days • Strong verbal and written communication skills • Strong mathematical and analytical skills • Effective relationship builder • Proficiency with computer programs, specifically Microsoft Office and Excel • Positive, can-do attitude • Ability to be flexible and adapt easily to change and a fast-paced environment • Detail-oriented approach to work • Ability to effectively manage high volumes of work • Strong organizational skills

🏖️ Benefits

• Health insurance • Wellbeing programs • Retirement plans • Paid time off • Overtime pay for non-exempt employees • Learning and development programs • Reimbursement of job-related expenses • Employee perks and discounts