Job Application

Are you interested in working for MI Planners? Check out our open positions and fill out an application below!

About Michigan Planners:

For over 60 years, Michigan Planners has provided access to affordable and comprehensive healthcare coverage for individuals as well as small and large businesses. Our solutions save employers time and money because, as a family business ourselves, we know what it takes to keep your employees happy. We deliver solutions nationwide from our two offices throughout Michigan and serve clients with locations in 26 states. 

Open Positions

Client Advocate

A Client Advocate provides operational support and advocacy to ensure exceptional client experience. This role supports benefit administration functions including processing benefit and eligibility changes, preparing benefit guides, completing carrier agreements, and responding to client and employee inquiries. The Client Advocate works directly with employees, dependents, clients, carriers, and medical providers to assist with claims-related matters. This includes researching issues, facilitating communication, and advocating for timely resolution. This role requires strong attention to detail, effective communication skills, and the ability to collaborate closely with team members to ensure client needs are met accurately and efficiently.

Primary Responsibilities

  • Build and maintain positive relationships with clients and work directly with employees, dependents, provider offices, and insurance carriers to advocate on the client's behalf.
  • Maintain and update CRM system.
  • Maintain up-to-date knowledge and understanding of Medical, Dental, Vison, Life, Disability and Worksite benefits, ERISA compliance, COBRA, 5500 filings, HIPAA and Health Care Reform.
  • Assist with client onboarding and ongoing renewals, including preparation of pre-renewal materials, stewardship reports, and Open Enrollment life cycle.
  • Provide guidance and education to members including plan usage, network providers, cost estimates, and benefit incentives.
  • Renew HSA, FSA, HRA, and related plans, including updating rates, maximums, and carrier documentation.
  • Review and check proposals, books, forms, and Employee Navigator (EN) builds for accuracy. Test Employee Navigator to ensure accuracy and functionality.

    • Primary Requirements

  • High School Diploma or G.E.D. associate’s degree preferred
  • 1-2 years of customer service experience.
  • Proficiency using Microsoft Office Suite.
  • Experience with CRM systems and/or Employee Navigator software preferred.
  • Strong written and verbal communication skills.
  • Detail-oriented with excellent organizational, problem-solving, and prioritization skills
  • A positive, professional, and upbeat demeanor.
  • Handle sensitive information with professionalism and confidentiality in compliance with HIPAA.

    • Why Work Here?

  • Entrepreneurial and collaborative culture.
  • Excellent benefits: We offer a 100% employer paid medical plan option, dental, vision, basic life insurance, EAP, telemedicine, and behavioral health for employees, their spouse, and family; in addition, for employees only, we cover 100% STD & LTD.
  • Retirement options: we provide a 401(k) program that does not require employee deferrals to receive company contributions.
  • Full-time position with flexibility.
  • Hybrid work schedule in any of our Michigan based offices.
  • We provide 11 paid holidays, including 1 floating holiday, casual dress, tuition reimbursement, and 7 free Fridays to be used from Memorial Day to Labor Day to take off (pre-scheduled).

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