Client Advocate I (Meritain Health)

At CVS Health, we're building a world of health around every consumer and surrounding ourselves with dedicated colleagues who are passionate about transforming health care.As the nation's leading health solutions company, we reach millions of Americans through our local presence, digital channels and more than 300,000 purpose-driven colleagues - caring for people where, when and how they choose in a way that is uniquely more connected, more convenient and more compassionate. And we do it all with heart, each and every day.Position Summary

The Client Advocate supports service & administration of Meritain products to achieve client satisfaction and profitable growth by building relationships with assigned clients, brokers and internal partners, monitoring activity and reporting for the assigned book of business, proactive & reactive support of client issues and supporting client retention.Responsibilities

• Services assigned book of business.
• Acknowledges customer's inquiry within one business day.
• Creates and maintains PDET (Product Design Engineering Technology) cases as outlined in policy guidelines.
• Acts as the single point of contact for client's operational inquiries and escalated issues. Resolutions to include (but not are not limited to) claims, enrollment, ID cards, COBRA (Consolidated Omnibus Budget Reconciliation Act), FSA (Flexible Spending Account), network operations, PBM (Pharmacy Benefit Manager), customer service, EDI (Electronic Data Interchange) files, and finance.
• Provides plan document interpretation and ensures the client's questions are addressed.
• Conducts client portal training.
• Supports operational departments to enhance the member experience through improved workflows and process improvements.
• Identifies opportunities that support account owners in developing and delivering strategic plans.

• 1-3 years of experience working with health insurance.
• 1-3 years of experience working with claims.

• Previous experience with stop-loss products.
• Ability to meet deadlines.
• Decision-making skills.
• Conflict resolution, flexibility, time management, and active listening skills.
• Knowledge and experience with administrative operations.
• Professional written & verbal communication skills.
• Experience in Outlook, Word, Excel, PowerPoint, and Teams.
• DG & Salesforce experience.
• General knowledge of Meritain applications.

• Associate's Degree or equivalent work experience (high school diploma or GED + 2 years relevant experience).

• Affordable medical plan options, a 401(k) plan (including matching company contributions), and an employee stock purchase plan.
• No-cost programs for all colleagues including wellness screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching.
• Benefit solutions that address the different needs and preferences of our colleagues including paid time off, flexible work schedules, family leave, dependent care resources, colleague assistance programs, tuition assistance, retiree medical access and many other benefits depending on eligibility.