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Job Description
Description:
We are currently seeking a Licensed Client Advocate (Health Insurance Agent) who is passionate about helping others, thrives in a fast-paced environment, and values doing the right thing — every time. As a key member of our team, you'll support clients with understanding their health insurance benefits, resolving service issues, and guiding them through the sometimes-complex world of healthcare coverage. You'll be the voice they rely on for clarity, advocacy, and care.
Responsibilities:
Our Core Values We're looking for someone who is aligned with the principles that guide everything we do: Integrity - You do what's right, even when it's not easy. You're honest, accountable, and dependable. Adaptability - You welcome change, think on your feet, and consider different perspectives. Service-Minded - You are driven to help others, show empathy, and go the extra mile to make a difference. Fanatical Attention to Detail - You're thorough, organized, and believe the little things matter. Primary Responsibilities Respond to incoming calls and emails from clients regarding their health insurance plans, coverage options, claims, and billing questions. Assist clients in navigating insurance processes, including provider selection, benefits usage, and plan education. Advocate on behalf of clients by contacting insurance carriers and provider offices to resolve service issues and claim discrepancies. Document all client interactions in CRM systems with accuracy and attention to detail. Educate clients about their plan options and guide them through enrollment or renewal processes. Maintain up-to-date knowledge of plan guidelines, healthcare regulations, and industry changes. Provide support to internal teams and agents with customer inquiries and plan-related questions. Assist in preparing materials and client communications as needed. Support the team during Open Enrollment season by handling higher volumes and extended hours. Provide ongoing support for seminars, agents, and other office personnel. Ability and willingness to engage in community/networking opportunities outside of normal business hours. Promote teamwork by sharing experiences, assisting others when help is needed, and maintaining a positive and professional attitude. Willing and able to work additional hours as needed during the Open Enrollment Period (Oct - Dec each year). Other duties as assigned.
Requirements:
Minimum 2 years of customer service experience, preferably in health insurance, medical office, or related field. Strong verbal and written communication skills. Empathetic, patient, and professional with all types of customers. Excellent organizational and time management abilities. Proficient with Microsoft Office (Word, Excel, Outlook) and comfortable with client management systems (CRM). Ability to learn and retain complex information quickly. Must be able to pass and maintain applicable insurance licensure (Health and Exchange Producer License; training provided if needed). High school diploma or equivalent required; additional education a plus. Background check required upon offer of employment
Job Type:
Full Time, Monday - Friday 9am-5pm, close at noon on Fridays April -
August Job ID:
19707
Wage:
$18.00-21.00/hour DOE Call A2Z Personnel in Hamilton (406) 363-0723 or Stevensville (406) 777-1662 for information regarding this position or to ask about our benefits, which include health coverage, retirement savings, and personal paid time off. A2Z Personnel is an equal-opportunity employer and is committed to promoting a diverse workplace. Applicants are considered for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. The agency provides reasonable accommodations upon request to individuals with disabilities during all phases of the employment process, including the hiring process. For more information, view the Equal Employment Opportunity Poster and Americans with Disabilities Act Notice or visit: https://www.eeoc.gov/employees-job-applicants.
Pay:
$18.00 - $21.00 per hour
Benefits:
Dental insurance Health insurance Life insurance Retirement plan Vision insurance
