Health Advocate Benefits Specialist
Plymouth Meeting, PA 
Posted Today
Job Description
Job Description For this opening we will consider candidates from the following locations: PLYMOUTH MEETING,PA,US |

At Health Advocate, we are committed to providing our customers with services that improve the health, well-being and productivity of their employees. We are looking for the right people with experience who can respond to benefits inquiries and assist members with plan selection decisions. The Benefits Specialist II will be required to interface with many internal and external resources to provide guidance and direction regarding plan options, cost factors and detailed benefit review.

Essential Job Functions

  • Professionally answers incoming calls and respond to client inquiries
  • Provides guidance to members on open enrollment issues and benefit options. This includes compare and contrast benefits during Open Enrollment and Special Enrollment Periods.
  • Connect with customers by phone and quickly develop a rapport to help the individual to navigate their benefit choices and options.
  • Answer customer questions related to Benefit Plans, including the following topics:
    • Health Care Reform
    • Marketplace navigation
    • Exchange plan review and comparison
    • COBRA
    • Medicare A, B, MediGap, Meciare Part D plans
    • High deductible health plans
    • Flex Spending Accounts, Health Savings Accounts, and Health Reimbursement Accounts
    • Coordination of Benefits and which plan is primary - simple cases (commercial plans, Medicare Plans)
    • Summary Plan Documents
    • Government programs and resources
    • Legislation and mandates
    • Fully insured and self-insured
    • Pharmacy benefits including injectable medications
  • Facilitate obtaining member's medical records
  • Handle some complex benefit cases
  • Handle some Client Care cases
  • Place outbound follow up calls for issues that cannot be resolved during the initial call
  • Respond to member cases in delegate box, answers and after hours calls


  • Bachelor's degree or other applicable work experience
  • Minimum 1-2 years benefit experience
  • Strong Communication skills and phone etiquette
  • Strong ability to explain complex issues to employees/retirees
  • Highly effective listening skills
  • Strong problem solving/issues resolution skills
  • Excellent customer service and customer resolution skills
  • Organizational and administrative skills
  • Experience with Microsoft Word and Excel
  • Ability to work in a team environment
  • Extremely familiar with Benefits clients and their benefits
  • Mentors some new team members and can serve as a knowledge resource to other team members
  • Work in-house and permanent

Equal Opportunity Employer/Veterans/Disabled


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
1 to 2 years
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