Benefits Specialist

Role Description

Join Us as a Benefits Specialist (fully remote). Make a difference. Simplify healthcare. Empower members.

At Health Advocate, we’re on a mission to make healthcare easier to understand and easier to use. As a Benefits Specialist, you’ll become a trusted guide for members who are navigating benefit choices, open enrollment decisions, and plan questions. Your expertise—and your empathy—will help people make informed decisions with confidence.

If you enjoy problem-solving, love helping others, and want to grow your career in benefits and healthcare, this fully remote position could be the perfect fit.

What You’ll Do: Your Roadmap to Impact

• Helping Members Understand Their Benefits
  • Answer incoming calls and respond to benefit questions with clarity and compassion.
  • Explain medical, dental, vision, pharmacy, life, disability, FSAs/HSAs, and other plans in easy-to-understand terms.
• Guiding Open Enrollment & Life Event Decisions
  • Support members as they choose benefits during open enrollment, as new hires, or when their life circumstances change.
  • Compare and contrast plan options so members feel confident in their selections.
• Providing Expert Navigation Across Coverage Types
  • Discuss Marketplace/exchange plans, COBRA, Medicare, and individual plans.
  • Help members understand costs, coverage, provider choices, and plan rules.
• Solving Benefit Issues with Care & Accuracy
  • Research benefit concerns thoroughly and follow through until resolved.
  • Document all cases accurately while maintaining strict confidentiality.
  • Ensure compliance with HIPAA, COBRA, ACA, and all federal regulations.
• Delivering Outstanding Member Experiences
  • Build trust quickly over the phone.
  • Provide objective, empathetic guidance—no sales, no quotas, just real support.

Qualifications

• 1–2 years of customer service and benefits experience.
• Familiarity with health plans, COBRA, Medicare, HSAs/FSAs (preferred).
• Strong communication & listening skills.
• Ability to explain complex benefits clearly and patiently.
• Professional, supportive phone presence.
• Comfortable using MS Word, Excel, and internal systems.
• Strong documentation, accuracy, and time-management skills.
• A heart for service.
• You enjoy helping people.
• You thrive in a collaborative, remote environment.

Benefits

• Work from home opportunity.
• Comprehensive Training & Equipment: We set you up for success with thorough onboarding, ongoing development, and all necessary work equipment.
• Competitive Pay: We offer a starting hourly rate of $17.50.
• Comprehensive Benefits: Enjoy robust medical, dental, and vision coverage, 401(k) with company match, PTO, and professional development opportunities.
• A Culture of Purpose & Impact: You’ll be part of a team that values empathy, innovation, and a shared mission to simplify healthcare for all.
• Career Growth & Development: Whether you’re starting fresh or looking to expand your expertise, we provide mentorship, training, and growth opportunities to help you advance.

Physical Requirements

• This position is primarily sedentary, requiring prolonged sitting while performing administrative tasks.
• The role involves extensive use of a computer for typing, mouse navigation, and reading information on a screen for extended periods.
• Frequent phone use is required for communication with team members, clients, or external parties.
• Essential physical functions include fingering, grasping, pulling hand-over-hand, and repetitive motions necessary for navigating software, entering data, and interacting with electronic documents.

Mental and Cognitive Requirements

• The role requires strong concentration, attention to detail, and the ability to complete tasks accurately.
• Critical thinking and problem-solving skills are essential to address issues that may arise in day-to-day duties.
• Effective verbal and written communication skills are needed for responding to inquiries and collaborating with others.

Work Environment

• This position is fully remote and requires a home office environment with appropriate lighting, a computer, and phone access.
• The workspace should be free from distractions to ensure effective focus and productivity during work hours.