Client Advocate I

CVS Health

Client Advocate supporting Meritain health insurance clients for CVS Health. Managing claims, enrollment, escalations, plan interpretation, and client retention.

Posted 8/10/2026full-timeRemote • Minnesota • 🇺🇸 United StatesJuniorMid-Level💰 $43,888 - $102,081 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in health insurance operations, claims management, and client relationship building, with a strong focus on customer service and operational support. Proficient in utilizing tools like Salesforce and Microsoft Office to enhance workflow and process improvements.

Highest-signal resume keywords

Health Insurance ExperienceClaims ManagementClient Relationship BuildingSalesforce ProficiencyDecision-Making Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Claims ProcessingClient SupportOperational SupportAdministrative OperationsPDET Case Management

Soft Skills

Conflict ResolutionTime ManagementActive ListeningProfessional Communication

Tools & Technologies

SalesforceMicrosoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPointMicrosoft Teams

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Meritain ProductsStop-Loss ProductsCOBRAFSAEDI Files

About the role

Key responsibilities & impact

Support service and administration of Meritain products
Build relationships with assigned clients, brokers, and internal partners
Monitor activity and reporting for the assigned book of business
Provide proactive and reactive support for client issues
Support client retention and profitable growth
Acknowledge customer inquiries within one business day
Create and maintain PDET cases according to policy guidelines
Act as the single point of contact for operational inquiries and escalated issues
Resolve issues involving claims, enrollment, ID cards, COBRA, FSA, network operations, PBM, customer service, EDI files, and finance
Interpret plan documents and ensure client questions are addressed
Conduct client portal training
Support operational departments with workflow and process improvements
Identify opportunities supporting account owners’ strategic plans

Requirements

What you’ll need

2–3 years of experience working with health insurance
2–3 years of experience working with claims
High school diploma or GED
2 years of relevant experience
Previous experience with stop-loss products preferred
DG and Salesforce experience preferred
General knowledge of Meritain applications preferred
Experience with Outlook, Word, Excel, PowerPoint, and Teams preferred
Ability to meet deadlines
Decision-making skills
Conflict resolution, flexibility, time management, and active listening skills
Knowledge and experience with administrative operations
Professional written and verbal communication skills

Benefits

Comp & perks

Medical coverage
Dental coverage
Vision coverage
Paid time off
Retirement savings options
Wellness programs
Other resources supporting physical, emotional, and financial well-being
CVS Health bonus, commission or short-term incentive program eligibility