California Licensed Benefit Advocate

Job Summary

Providing exceptional customer service in a virtual environment, the full-time California Licensed Benefit Advocate will assist clients with their benefits inquiries, resolve claims issues, and ensure accurate documentation while adhering to privacy and security standards.

Key responsibilities

• Answer incoming calls and respond to client inquiries regarding benefits, enrollment, and claims
• Research and resolve client issues by interfacing with insurance companies and maintaining accurate documentation
• Assist in the development of client-related documentation and ensure compliance with HIPAA and privacy regulations

Required qualifications

• Associates degree or equivalent combination of education and experience
• Minimum 1 year of customer service experience, preferably in employee benefits
• Must obtain Associate, Life and Health Claims, and Accredited Insurance Examiner Life and Health Insurance License within 90 days
• Intermediate computer skills and proficiency in Microsoft Office products