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Client Service Specialist

Role overview

Qualifications

  • Bachelor's degree or equivalent professional experience
  • Two or more years of experience supporting employee benefits, healthcare, insurance, or related client service functions
  • Strong proficiency with Microsoft Office applications, including Excel
  • Excellent written and verbal communication skills

Responsibilities

  • Deliver timely, responsive support for both new and existing clients
  • Maintain accurate and complete client benefit information across Health Advocate systems
  • Collaborate effectively with Sales, Operations, Client Care, carriers, and vendors to resolve requests and support client needs
  • Coordinate client service requests and work collaboratively across departments to ensure timely resolution

Key facts

Other skills

  • Collaboration
  • Microsoft Office
  • Detail Oriented
  • Problem Solving
  • Organizational Skills
  • Communication
  • Teamwork
  • Time Management

About the company

Health Advocate logo

Health Advocate

Digital Health & Health Tech

The healthcare system is complex, leading to frustration, stress, and lost time and money. Often, people don’t know where to call when they need help with their healthcare, which leads to them not getting the care they need when they need it. Health Advocate makes healthcare easier for organizations, their employees, and their employees’ family members. Since 2001, we have been making it easier for people to take control of their health and well-being by personalizing and simplifying the experience. We are proud to deliver services that reduce healthcare costs, support businesses, enrich the workplace, and empower healthy change. Using a combination of personalized help from our compassionate team, proprietary technology, and advancements in data science and machine learning, we help people get the care they need, and make healthy lifestyle choices, when they need it. Join our team! Our Health Advocates are the heart of our business. Every day, they do important work that guides people to better health and truly improves their lives. You have to have heart to do what we do. If you are dedicated to helping people, looking for meaningful work, and excited about doing a job that is truly life-changing—for you and for the people that you help—apply today!

Company details

Company typeLarge
IndustryDigital Health & Health Tech
Company size1001 - 5000

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Job description

Why is Health Advocate a great place to work? For starters, Health Advocate employees enjoy helping people every single day. Employees are given the training they need to do their jobs well, and they work with supervisors and staff who are supportive and friendly. Employees have room to grow, and many of Health Advocate's supervisors are promoted from within the company.  Join our award winning team!

2025:

  • Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2024:

  • Excellence in Customer Service Awards: Organization of the Year (Small)

  • Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

  • Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

As part of Teleperformance in the US, we were also named #95 in the 2024 ‘Fortune 100 Best Companies to Work For®’ in the USA by Great Places to Work (GPTW®)

Client Services Specialist

Deliver Accuracy. Build Trust. Enable Exceptional Service.

At Health Advocate, every outstanding client experience begins with accurate information, responsive service, and strong internal partnerships.

We're seeking a Client Services Specialist who thrives on helping clients succeed by ensuring benefit information is accurate, accessible, and seamlessly integrated across our organization. This role is ideal for someone who enjoys solving problems, coordinating across teams, and serving as a trusted resource for both clients and internal partners.

Reporting to the Manager of Client Services, you'll play a critical role in supporting new client implementations, maintaining benefit information, and ensuring our operational teams have the resources they need to deliver exceptional service.

If you're energized by collaboration, attention to detail, and creating a smooth client experience—we'd love to meet you.

Your Mission: What Success Looks Like

Your primary accountability is to ensure client benefit information is accurate, accessible, and maintained throughout the client lifecycle, enabling Health Advocate to deliver a seamless service experience.

Success in this role includes consistently achieving:

Client Support Excellence

  • Deliver timely, responsive support for both new and existing clients.
  • Serve as a trusted resource for client questions related to benefit information and ongoing service needs.
  • Ensure clients experience a smooth transition from implementation through ongoing support.

Benefit Information Accuracy

  • Maintain accurate and complete client benefit information across Health Advocate systems.
  • Ensure operational teams have reliable, up-to-date benefit documentation needed to support members.
  • Protect the integrity and quality of client data through careful review and maintenance.

Cross-Functional Partnership

  • Collaborate effectively with Sales, Operations, Client Care, carriers, and vendors to resolve requests and support client needs.
  • Build strong working relationships that promote efficient communication and service delivery.
  • Help ensure a seamless client experience through proactive coordination across departments.

What You'll Do: Your Roadmap to Impact

Client Service & Support

  • Coordinate client service requests and work collaboratively across departments to ensure timely resolution.
  • Serve as a primary point of contact for clients regarding benefit information, ongoing service requests, and account updates.
  • Support the successful onboarding of new clients while maintaining excellent service for existing accounts.

Benefits Administration

  • Collect, review, and maintain client-specific benefit information and contractual details.
  • Develop clear, accessible benefit documentation for operational teams.
  • Ensure benefit content is accurate, current, and readily available to support member advocacy.

Data Management

  • Enter and maintain client information within Health Advocate's core systems.
  • Verify data accuracy and integrity across multiple platforms.
  • Support reporting needs and ensure information is complete and reliable.

Collaboration & Coordination

  • Partner closely with Sales, Operations, Client Care, carriers, and vendors to support client needs.
  • Act as the liaison between internal operational teams and Sales to facilitate successful client installations and ongoing account maintenance.
  • Resolve issues through proactive communication and effective coordination.

Continuous Improvement

  • Identify opportunities to improve workflows, documentation, and client service processes.
  • Contribute to a culture of operational excellence by maintaining high standards of quality, accuracy, and responsiveness.

Who You Are: The Professional We're Looking For

You're a collaborative, detail-oriented professional who understands that exceptional client service depends on accuracy, communication, and strong partnerships.

You bring:

  • Bachelor's degree or equivalent professional experience.
  • Two or more years of experience supporting employee benefits, healthcare, insurance, or related client service functions.
  • Strong proficiency with Microsoft Office applications, including Excel.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with exceptional attention to detail.
  • The ability to manage multiple priorities in a fast-paced environment.
  • A proactive, customer-focused approach to problem solving.
  • The ability to work independently while collaborating effectively across teams.

Preferred Experience

  • Experience supporting employee benefit plans or health and welfare programs.
  • Experience working with benefit administration systems or CRM platforms.
  • Knowledge of health insurance carriers and employee benefits administration.

Mental & Physical Requirements

  • This position is remote (work from home) by design.
  • Essential functions include speaking, typing, participating in virtual meetings, and communicating regularly with clients, carriers, vendors, and internal teams.
  • The role requires sustained attention to detail, effective organization, and the ability to manage multiple concurrent priorities.
  • Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the role.

Why Health Advocate?

Because behind every exceptional client experience is a team committed to accuracy, collaboration, and service.

As a Client Services Specialist, you'll play a vital role in ensuring our clients receive the support they need while enabling our operational teams to deliver the high-quality advocacy Health Advocate is known for. Your work will help create a seamless experience that improves the health, well-being, and productivity of the people we serve.

Ready to Make an Impact?

If you're passionate about delivering outstanding client service, building strong partnerships, and ensuring operational excellence through accuracy and collaboration, we'd love to hear from you.

Apply today and help deliver the exceptional client experience that defines Health Advocate.

Company Overview

Health Advocate is the nation’s leading provider of health advocacy, navigation, well-being and integrated benefits programs. For 20 years, Health Advocate has provided expert support to help our members navigate the complexities of healthcare and achieve the best possible health and well-being. Our solutions leverage a unique combination of best-in-class, personalized support with powerful predictive data analytics and a proprietary technology platform to address nearly every clinical, administrative, wellness or behavioral health need. Whether facing common issues or an unprecedented challenge like COVID-19, our team of highly trained, compassionate experts work together to go above and beyond expectations, making healthcare easier for our members and ensuring they get the care they need.

Learn more

Health Advocate https://www.healthadvocate.com/site/

Facebook https://www.facebook.com/healthadvocateinc/

Video https://vimeo.com/386733264/eb447da080

Awards:

2025:

  • Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2024:

  • Excellence in Customer Service Awards: Organization of the Year (Small)

  • Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

  • Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2023:

  • National Customer Service Association All-Stars Award: Service Organization of the Year.

  • Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

2022:

  • Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Bronze Winner

  • Excellence in Customer Service Awards: Organization of the Year (Small)

  • Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2021:

  • Stevie® Awards for Sales & Customer Service: Customer Service Department of the Year – Healthcare, Pharmaceuticals, and Related Industries, Silver Winner

  • Stevie® Awards for Sales & Customer Service: Most Valuable Response by a Customer Service Team (COVID-19). Bronze Winner

  • Best in Biz Awards: Most Customer-Friendly Company of the Year – Medium and large category (Silver)

2020:

  • National Customer Service Association All-Stars Award: Organizations of 100 or Greater, Runner-Up

  • Communicator Award of Distinction: October 2019 Broker News

  • MarCom Awards: Gold, COVID Staycation Ideas brochure

  • MarCom Awards: Platinum, 2021 Well-being Calendar

  • Best in Biz Awards: Most Customer-Friendly Company of the Year - Medium category (Silver)

VEVRAA Federal Contractor requesting appropriate employment service delivery systems, such as state workforce agencies and local employment delivery systems, to provide priority referrals of protected veterans.

PAY TRANSPARENCY NONDISCRIMINATION PROVISION


The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-I.35(c)

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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