Role Description This is a full-time position, working with the Benefits Administration and Claims Advocacy teams and reporting directly to the AVP, Benefit Administration. The position requires day to day claims advocacy for multiple clients. Claim Advocates are expected to provide excellent customer service each day, handle standard claims issues for clients and their employees and provide senior team members with assistance complex appeals as needed. - Act as a liaison between insurance providers and clients regarding employee status and eligibility for coverage - Resolve standard claim issues and provide assistance with complex or non-standard claim appeals - Verify completion and validity of claim forms - Review company records to determine coverage - Calculate amounts of claims and submit for payment - Ensure all client data is entered into CRM System (SalesForce) in a timely manner Qualifications - Knowledge of Medical, Dental, Vision Plans, and Flexible Spending Accounts required - Experience with Insurance Carrier self-service portals and call centers is a plus - Strong Microsoft Excel and PowerPoint skills - Strong oral and written communication skills - Ability to thrive in a fast-paced and demanding environment - Vigorous attention to detail, highly organized, with the ability to balance multiple tasks simultaneously Requirements - Four-year college or university degree or equivalent experience - 1-3 years of benefit administration or claims processing required Certificates, Licenses, Registration - Life, Accident, and Health License a plus or willing to obtain. Benefits - Competitive salary - PTO & paid holidays - 401(k) with match - Exclusive discount programs - Health & wellness programs - Performance-based incentives may be available

• Answer high‑volume inbound calls from prospective clients (typically 80–100 calls per day-average 5 minutes per call) • Deliver excellent customer service and support to potential and current GreenPath clients • Enter and update client data with accuracy and attention to detail • Schedule appointments for prospective clients with Financial Counselors • Triage incoming calls from existing clients and creditors, routing them appropriately • Professionally intake and review client complaints • Maintain strict confidentiality regarding client financial information • Perform role duties primarily while seated and using standard office equipment (phone and computer)

• Responsible for responding to a variety of inquiries from members and their dependents, hospitals, providers, attorneys and agents • Interpret multiple contracts in response to benefit and claim inquiries • Research membership database and billing history to resolve membership issues • Provides a high degree of customer service including receiving and responding to telephone calls, letters or walk-in customers • Educates and works with members at different health literacy levels with cultural sensitivity • Enters record of inquiries and related correspondence in computerized tracking system • Researches applicable medical policy and corporate, divisional, and department policies and procedures • Utilizes information, claims data, and membership records to resolve issues independently or with minimal assistance • Fully responsible for proactively maintaining knowledge based (i.e. start-up notes, emails, Blue Help updates, etc.) • Maintains confidentiality of all regulated information in compliance with state and federal laws • Exemplifies professionalism by effectively using proper grammar and spelling when composing verbal and written correspondence that is customer centric, compliant, and adapted to audience • Recognizes trends or common issues and raises to leadership as necessary • Provides solution options as appropriate • Recognizes and uses time management techniques appropriately to manage competing projects and priorities to meet customer needs and deliver on commitments in a timely manner • Delivers positive customer and member experience on a consistent basis • For FEP positions must complete additional FEP training program for FEP system and procedures

Role Description As a Client Advocate, you’ll be the first point of contact for individuals seeking financial support and guidance through GreenPath’s services. This role is ideal for those who excel in fast‑paced, high‑volume environments and are motivated by helping people take their first steps toward financial wellness. You’ll engage with prospective clients, provide exceptional customer service, and help connect them to the right financial counseling resources. If you’re someone who is empathetic, patient, and thrives in structured call center settings, this opportunity is a great fit. What You’ll Do - Answer high‑volume inbound calls from prospective clients (typically 80–100 calls per day-average 5 minutes per call). - Deliver excellent customer service and support to potential and current GreenPath clients. - Enter and update client data with accuracy and attention to detail. - Schedule appointments for prospective clients with Financial Counselors. - Triage incoming calls from existing clients and creditors, routing them appropriately. - Professionally intake and review client complaints. - Maintain strict confidentiality regarding client financial information. - Perform role duties primarily while seated and using standard office equipment (phone and computer). Qualifications - Ability to type 40 WPM at 80% accuracy. - Strong customer service skills, ideally in a fast‑paced environment. Call center experience preferred but not required. - Professionalism and empathy when interacting with clients experiencing financial stress. - Excellent communication skills — clear, courteous, and efficient. - Ability to follow structured workflows and meet performance expectations. - U.S. Citizenship (required due to contract requirements). Requirements Remote Work From Home Requirements - A private, enclosed room with a door. - Hard‑wired internet connection (ethernet required) and standard broadband internet. - Security camera in addition to standard computer setup. - Home environment must support productivity; remote work is not a replacement for caregiving. Internet Requirements - Standard Broadband Internet - 200 Mbps minimum for a single‑person residence. - 400 Mbps minimum for residences with 2+ people. Benefits - A mission‑driven organization with over 60 years of impact in financial wellness. - A culture rooted in Integrity, Quality, and Teamwork. - Growth and development opportunities. - Supportive, inclusive, and collaborative work environment. - Competitive compensation and benefits. Company Description Starting Pay: $15.00/hour for most locations up to $17.57/hour for higher‑cost markets (e.g., Los Angeles, CA). Based on where you are located. Additional Details - Full‑Time | 40 hours/week - This role follows a Monday–Friday schedule, with occasional Saturday rotations (approximately every 6–8 weeks) based on business needs. Flexibility with weekend coverage is required. - EST: Mon–Thu: 1:00 PM – 10:00 PM & Fri: 11:00 AM – 8:00 PM - CST: Mon–Thu: 12:00 PM – 9:00 PM & Fri: 10:00 AM – 7:00 PM - MST: Mon–Thu: 11:00 AM – 8:00 PM & Fri: 9:00 AM – 6:00 PM - PST: Mon–Thu: 10:00 AM – 7:00 PM & Fri: 8:00 AM – 5:00 PM - Training begins September 14th, 2026, mandatory, full‑time for approximately 8 business days. After training, you transition into your regular schedule. Ready to Support Clients on Their Path to Financial Wellness? Apply today and become part of a team committed to making a difference; one call at a time.