Employee Benefits Client Service Manager - Remote

Deeply Rooted to Serve

At Oakbridge, we're guided by a commitment to service, relationships, and doing what's right. A  Service Manager (may also be called Employee Advocate) is the first point of contact for benefits questions, claims support, eligibility, and overall management of day to day service of clients in the 50+ market segment.

The Service Manager is client-facing and works directly with employers and employees. The Service Manager partners with Account Managers, Client Success Managers, +One specialists, Producers and carrier / vendor partners to deliver an exceptional client experience.

This is a hands-on, entry-level position. The ideal candidate will receive training and mentorship, and you'll build a strong foundation for a rewarding career in employee benefits.

Work Performed

• Act as the primary contact for employees, assisting with benefits-related questions and guiding them through enrollment, eligibility changes and life event updates.
• Support employees in navigating claims issues across medical, dental, vision, life and ancillary benefits, escalating as needed.
• Advocate on behalf of employees to carriers and vendors to resolve coverage, access and claims concerns quickly and accurately.
• Process day-to-day eligibility updates (adds, changes, deletions) and resolve eligibility issues, including point-of-service discrepancies and administrative errors.
• Manage ID card requests, ensure timely delivery, and support employees through qualifying life event changes.
• Provide clear, empathetic explanations of plan benefits and coverage policies.
• Assist employees with provider searches and network access questions, and offer education on how to make the most of their benefits.
• Support communication to employer groups on policy questions, collaborating with the account management team as needed.
• Accurately document all interactions and service workflows in the agency management system.
• Coordinate with back-office support partners to ensure tasks are completed efficiently and on schedule.
• Monitor and manage employee-facing tools and notifications, ensuring timely responses and updates.
• Identify trends in employee questions or issues and share feedback to improve processes and communication.
• Additional support service-related projects as assigned.

Job Requirements

Preferred Education & Experience

About Us

Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.

For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.

Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings.

Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.

For more information visit our website :

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