Diane Hellman Insurance

Description:

At Hellman Insurance Agency, we believe that exceptional service starts with compassionate people. We are currently seeking a Health Insurance Client Advocate in-training 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.

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 are welcome to 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.

Why Join Us?

· At Hellman Insurance Agency you're not just a number — you’re part of a purpose-driven team that supports each other and our clients every step of the way. We offer opportunities to grow professionally, contribute meaningfully, and be part of something bigger than a job.

Ready to make a real difference in people’s lives?
Apply today and join a team that leads with heart, precision, and purpose.

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).
• High school diploma or equivalent required; additional education a plus.
• Employment for this position is contingent upon successfully passing a federal background check, conducted after a conditional offer of employment, in accordance with the Fair Credit Reporting Act and applicable Montana laws.