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.