Responsible for implementation, communication, and maintaining a strong client relationship with assigned high-level clients
Serve as the primary contact and liaison for the sales team and assigned high-level clients
Perform critical information gathering and interpretation of data concerning client specifications about products, structure, billing, and eligibility
Reviews and interprets healthcare benefits documents including Summaries of Benefits & Coverage (SBCs), Summary Plan Descriptions (SPDs), and Formularies
Act as a project facilitator between sales and the operations team and create and distribute implementation plans
Provide support to assigned high-level accounts by responding to inquiries or resolving issues of concern
Conduct proactive business reviews through analysis and interpretation of data and make recommendations to clients
Identify and execute opportunities for up-sales with clients as applicable
Respond to client requests through a variety of channels (e.g., phone, email, chat, etc.)

High School Degree or GED required
Associate’s degree from an accredited college or university with major course work in business administration, liberal arts, public health, healthcare management, or a related field preferred
Minimum of 5 year’s customer facing, client service, sales, operations, benefit administration, project management, or account management experience required, preferably in a healthcare or call center based environment
Minimum 1 year of experience utilizing a client relationship management tool (e.g. Salesforce.com) is required
Minimum 1 year experience with database system and file transfers preferred
Previous experience working with health insurance plans including medical, dental, vision, group, private, and Medicare
Intermediate knowledge of Microsoft Word, Excel, and Outlook required
Based on program may need to be bilingual in English, Spanish, etc.
Travel up to 25% may be required

Employees are given the training they need to do their jobs well
Supportive and friendly supervisors and staff
Room to grow within the company
Health Advocate is the nation’s leading provider of health advocacy, navigation, well-being and integrated benefits programs
2025: Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Bronze Winner
2024: Organization of the Year (Small) – Excellence in Customer Service Awards
Remote work options

Client Service Manager

Key skills