Benefits Associate

Health Advocate

. Interface with internal and external resources regarding benefit plan options, cost factors, and detailed benefit reviews .

Posted 10/26/2026full-timeRemote • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in customer service within the healthcare and employee benefits sectors, with a strong ability to explain complex benefit options and resolve member inquiries effectively. Proficient in maintaining compliance with policies and regulations while providing exceptional service and support.

Highest-signal resume keywords

Customer Service ExperienceKnowledge Of COBRA And Medicare PlansStrong Communication SkillsProblem-Solving SkillsOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Basic Knowledge Of MS WordBasic Knowledge Of ExcelKnowledge Of Health Insurance PlansUnderstanding Of Benefit RegulationsDocumentation Skills

Soft Skills

Strong Communication SkillsHighly Effective Listening SkillsStrong Problem-Solving SkillsExcellent Customer Service SkillsAbility To Work In A Team Environment

Industry Keywords

Employee BenefitsHealthcare ManagementIndividual Health PlansMarketplace PlansGroup Health Plans

About the role

Key responsibilities & impact

Interface with internal and external resources regarding benefit plan options, cost factors, and detailed benefit reviews
Answer incoming calls and benefit cases and respond to member inquiries
Place outbound follow-up calls or contacts for unresolved issues
Guide members through open enrollment, new-hire election periods, and changes of status
Explain medical, dental, pharmacy, vision, life, disability, consumer-driven health plans, FSAs, provider selection, qualifying life events, and estimated costs of care
Review individual health insurance, Marketplace/exchange, COBRA, and Medicare plan options and costs
Provide objective information and exceptional customer service
Process calls in compliance with policies, procedures, quality standards, federal laws, and regulations
Research and resolve benefit issues through completion
Thoroughly document benefit issues and maintain files and systems
Monitor work status and prioritize tasks for timely, quality service
Monitor issue trends and escalate them to supervisors
Maintain strict confidentiality of customer and system information
Establish professional relationships with customers, team members, and department contacts
Cooperate with team members to meet goals and complete tasks
Escalate situations outside the employee’s control to a supervisor
Perform sedentary computer-, telephone-, and printer-based work with repetitive motions and continuous reading and communication

Requirements

What you’ll need

High School Degree or GED required
Minimum of one year customer service, healthcare, or employee benefits experience required
Basic knowledge of MS Word and Excel required
Must score acceptably on job related testing
Ability to pass standardized interview
May need to be bilingual in English, Spanish, etc., based on assignment
Associate’s degree in business administration, liberal arts, public health, healthcare management, or a related field preferred
Knowledge of COBRA, Medicare plans, high deductible health plans, HRAs, HSAs, FSAs, coordination of benefits, SPDs, COCs, government programs and legislation, group health plans, pharmacy benefits, and individual health/Marketplace plans preferred
Strong communication skills and phone etiquette
Ability to explain complex issues to members
Highly effective listening skills
Strong problem-solving and issue-resolution skills
Excellent customer service and customer-resolution skills
Strong organizational and administrative skills
Ability to work in a team environment