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Client Advocate

Client Advocate

Strategic HR ClientCleveland, OH, US
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Client Advocate

Career Opportunity : Client Advocate with Consoliplex

Remote position in the Cleveland, OH area

Are you passionate about helping clients navigate the complexities of employee health benefits? Do you thrive on building relationships, solving problems, and making a real impact, all while working remotely? If you're a self-starter who is a detail-oriented professional with strong interpersonal skills with expertise in ERISA compliance and small group insurance, this role is for you!

As the Client Advocate, you will play an important role in supporting employers, brokers, and carriers while ensuring compliance and delivering exceptional customer service. This role includes customer support, technical assistance, compliance guidance, continuation administration, and leading ad-hoc projects. You will be the go-to resource for inquiries related to ERISA compliance, COBRA, Medicare, SARs, IRS 5500 and ACA reporting, and other operational processes.

As the Client Advocate, you will :

  • Respond to support tickets via Zendesk, contact brokers / employers as needed, and ensure quality service interactions.
  • Understand ERISA compliance requirements for MEWAs, IRS 5500 reporting, HIPAA guidelines, and explain complex compliance information to stakeholders.
  • Advise on COBRA and state continuation processes, troubleshoot client issues, and maintain strong relationships with vendors.
  • Lead ad-hoc projects, meet deadlines, and ensure deliverables are met.

The ideal candidate will have :

  • Bachelor's degree or equivalent experience in employee benefits, ERISA compliance, or COBRA administration.
  • 3+ years of experience in a similar role, preferred.
  • Experience working with insurance carriers, brokers, and third-party vendors.
  • Strong emotional intelligence, maturity, and self-awareness to handle sensitive client interactions.
  • Ability to understand and explain complex insurance and compliance terminology (Medicare, COBRA, SARs, IRS 5500, etc.).
  • Excellent communication and writing skills.
  • Proficiency with technology tools (Zendesk and CRM experience a plus).
  • Self-motivation and willingness to learn.
  • COBRA certification, health and life license, CEBS certification, or other relevant healthcare / benefits certifications a plus.
  • Why Join Consoliplex?

  • Employer offered health, dental, and vision insurance.
  • Competitive salary and opportunities for professional development and growth.
  • Remote work with occasional on-site collaboration in Cleveland, OH.
  • A collaborative, supportive, mission-driven culture.
  • Consoliplex provides high quality health plan management services to chambers of commerce, trade associations and other organizations that aggregate small businesses together for health benefit solutions. In addition to providing high value administrative, technology, and advisory services to its customers, Consoliplex coordinates the efforts of the various service providers also required to administer the health plan while holding them to the same standard of integrity that Consoliplex demands of itself.

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    Client Advocate • Cleveland, OH, US

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