Client Service & Claims Advocate

Position Overview

We are seeking a detail-oriented, client-focused Client Services & Claims Advocate to join our growing team. This role is critical to delivering exceptional client service by managing claims, coordinating communication, and ensuring the accurate, timely processing of client information. The ideal candidate is organized, responsive, and committed to providing high-quality care and support to our clients. This position is part-time with the potential to become full-time.

Key Responsibilities

·       Client Service & Communication

·       Handle inbound and outbound customer service calls, delivering timely, professional support

·       Monitor and respond to office voicemail and text messages

·       Take detailed call notes and document client interactions in internal systems.

·       Schedule client appointments and send reminders by phone and text

Client Account Management

·       Enter new client information, update existing records, and track referral sources using AgencyBloc

·       Create and maintain accurate client folders and documentation

·       Support client retention through proactive communication and service

Claims & Insurance Coordination

·       Assist clients with Medicare insurance claims by coordinating with insurance carriers and billing departments.

·       Research and resolve claim-related issues efficiently

·       Process prescription drug tier exceptions and formulary exemption requests as needed

Administrative & Processing Support

·       Fax client forms, applications, and policy cancellations to insurers accurately and promptly.

·       Ensure all documentation is complete, compliant, and properly filed

·       Maintain organized records and follow established workflows and procedures

Qualifications

·       Previous experience in insurance, healthcare, or claims processing is preferred but not required.

·       Strong customer service and communication skills

·       High attention to detail and organizational ability

·       Comfortable with CRM systems (AgencyBloc experience is a plus) and office technology

·       Ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

Key Traits for Success

·       Client-first mindset and a proactive approach to service

·       Strong problem-solving skills and persistence in resolving issues.

·       Reliable, accountable, and team-oriented

·       Ability to handle sensitive information with confidentiality and professional conduct.

Salary

·       $45,000 - $55,000 Based on experience