Strategic HR Business Advisors

Client Advocate

Strategic HR Business Advisors

full-time

Posted on:

Origin:  • 🇺🇸 United States • Ohio

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Job Level

Mid-LevelSenior

About the role

  • As the Client Advocate, you will play an important role in supporting employers, brokers, and carriers while ensuring compliance and delivering exceptional customer service.
  • This role includes customer support, technical assistance, compliance guidance, continuation administration, and leading ad-hoc projects.
  • You will be the go-to resource for inquiries related to ERISA compliance, COBRA, Medicare, SARs, IRS 5500 and ACA reporting, and other operational processes.
  • Respond to support tickets via Zendesk, contact brokers/employers as needed, and ensure quality service interactions.
  • Understand ERISA compliance requirements for MEWAs, IRS 5500 reporting, HIPAA guidelines, and explain complex compliance information to stakeholders.
  • Advise on COBRA and state continuation processes, troubleshoot client issues, and maintain strong relationships with vendors.
  • Lead ad-hoc projects, meet deadlines, and ensure deliverables are met.

Requirements

  • Bachelor’s degree or equivalent experience in employee benefits, ERISA compliance, or COBRA administration.
  • 3+ years of experience in a similar role, preferred.
  • Experience working with insurance carriers, brokers, and third-party vendors.
  • Strong emotional intelligence, maturity, and self-awareness to handle sensitive client interactions.
  • Ability to understand and explain complex insurance and compliance terminology (Medicare, COBRA, SARs, IRS 5500, etc.).
  • Excellent communication and writing skills.
  • Proficiency with technology tools (Zendesk and CRM experience a plus).
  • Self-motivation and willingness to learn.
  • COBRA certification, health and life license, CEBS certification, or other relevant healthcare/benefits certifications a plus.