Full-Time
Research Associate
Posted on 11/23/2025
Health Advocate
1,001-5,000 employees
Healthcare navigation and employee benefits management
Compensation Overview
$16/hr
Company Does Not Provide H1B Sponsorship
Remote in USA
Remote
 Customer Experience & Support (2) |
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- High School Diploma or G.E.D.
- Associates degree from an accredited college or university with major course work in business administration, liberal arts, healthcare management, or a related field preferred.
- Minimum of one year healthcare experience preferred
- Basic knowledge of MS Word, Excel, and Web Navigation required
- Must score acceptably on job related testing
- Ability to pass standardized interview
- Based on assignment may need to be bilingual in English, Spanish, etc.
- Research Functions – Research and understand websites and reference materials regarding the healthcare system ensuring adherence to department and corporate policies and procedures
- Research and document request information (e.g., primary care physicians, dentists, etc.)
- Identify appropriate benefit plans for benefit offerings
- Provide information to advocates regarding providers, eldercare, nursing homes and other requested information
- Respond to member requests by providing specific resources and options
- Enter all required documentation into the system and ensure its accuracy
- Ensure research results are compiled in a user friendly format for members to review and respond
- Track cases and follow-up with members and providers in a timely manner
- Exercise exceptional customer service skills in an effort to optimize each contact with the member
- Ensure that calls are processed in strict adherence to established policies, procedures, quality standards as well as applicable federal laws and regulations
- Know and support approved departmental and corporate policies and procedures relating to benefit issues
- Ensure policies and procedures are in compliance with all applicable laws and regulations, including the privacy of employee health information in compliance with federal and state laws such as the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and Consolidated Omnibus Budget Reconciliation Act of 1985 (COBRA)
- Healthcare System Research Assistance – Assist in resolving routine research issues by identifying issue(s) and researching in a timely manner
- Follow research through until resolution
- Document all issues thoroughly maintaining department files or appropriate system
- Continuously evaluate the status of all work efforts, ensuring all tasks are prioritized to assist in providing timely and quality services
- Assist in monitoring issue trends, escalating such trends to supervisor to determine appropriate actions necessary to eliminate future occurrences and improve service levels
- Team Interfaces/Customer Service - Establish and maintain a professional relationship with internal/external customers, team members and department contacts
- Cooperate with team members to meet goals or to complete tasks
- Provide quality customer service that exceeds customer expectations and improves level of service being provided
- Treat all internal/external customers, team members and department contacts with dignity/respect
- Escalate to supervisor any situation outside the employee's control that could adversely impact the services being provided
- Mental and Physical Requirements – This position will be exposed mainly to an indoor office environment and will be expected to work near or around computers, telephones, and printers
- The nature of the work in this position is sedentary and the incumbent will be sitting most of the time.
- Essential physical functions of the job include fingering, grasping, pulling hand over hand, and repetitive motions to utilize general computer software/hardware continuously throughout the work day
- Essential mental functions of this position include concentrating on tasks, reading information, and verbal/written communication to others continuously throughout the work day
- Related Duties as Assigned - The job description documents the general nature and level of work but is not intended to be a comprehensive list of all activities, duties, and responsibilities required of job incumbents
- Consequently, job incumbents may be asked to perform other duties as required
- Also note, that reasonable accommodations may be made to enable individuals with disabilities to perform the functions outlined above
- Please contact your local Employee Relations representative to request a review of any such accommodations
Health Advocate helps individuals and organizations navigate the healthcare system. It offers personalized guidance on benefits, finding providers, and resolving insurance issues, and it reduces HR administrative burden while boosting employee well-being. The service blends human-led support from healthcare experts with data analytics to tailor solutions, analyze healthcare data for trends, and identify opportunities to improve care and control costs. In addition to navigation, it provides wellness programs and an Employee Assistance Program (EAP). Health Advocate is not a health insurer; it partners with existing plans to enhance the member experience. Its goal is to improve health outcomes, support benefits administration, and contain costs by aligning navigation, wellness, and data-driven interventions with employer needs.
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Upper Merion Township, Pennsylvania
Founded
2001
Simplify's Take
What believers are saying
- Kathy Richardson's 30-year expertise drives operational growth and innovation.
- David Vandeveer's CRO role accelerates revenue through enterprise sales initiatives.
- Care Connect expansion addresses mental health provider shortages nationwide.
What critics are saying
- Embody adoption fails, causing R&D write-downs and client credibility loss.
- UnitedHealth and CVS Health displace Health Advocate via bundled payer platforms.
- Jeff Cordell's dual CEO role fragments attention and erodes governance trust.
What makes Health Advocate unique
- Embody platform integrates AI-driven insights with concierge support for whole-person well-being.
- Care Connect app streamlines mental health provider connections and administrative tasks.
- Generations program deploys Nurse Coaches for aging adult and caregiver support.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
Paid Vacation
Paid Holidays
Company News
Health Advocate appoints Kathy Richardson as President. Seasoned healthcare and technology executive to lead next phase of growth and innovation BLUE BELL, Pa. - Health Advocate, a leading provider of whole-person health and well-being solutions, today announced the appointment of Kathy Richardson as President. Richardson will oversee operations and help drive the company's continued growth, innovation, and client impact. Richardson brings more than 30 years of executive leadership experience across healthcare and technology, with a proven track record of accelerating performance, leading transformation, and building high-performing teams. She previously served as Head of Transformation and Vice President, Client Success at Health Advocate, where she played a key role in advancing strategic initiatives and enhancing the client and member experience. "Kathy is an exceptional leader with deep expertise in operational excellence and transformation," said Jeff Cordell, CEO of Health Advocate. "Her ability to align strategy with execution, combined with her passion for improving the healthcare experience, makes her the ideal leader to guide Health Advocate into its next chapter." Richardson's appointment comes at a pivotal time for Health Advocate, as the company continues to expand its leadership in delivering integrated, whole-person health and well-being solutions. Recent innovations include the launch of Embody, a next-generation platform that combines digital engagement with expert support, and Care Connect, a proprietary solution designed to streamline connections between members and providers for a seamless care experience. These advancements reflect Health Advocate's ongoing commitment to redefining how individuals engage with their health by combining compassionate human expertise with data analytics and AI-driven insights to deliver more personalized, proactive support. "I'm honored to step into the role of President at Health Advocate," said Richardson. "We are at an exciting moment in our evolution, with innovations transforming how we support our members and clients. I look forward to building on this momentum with our talented team to continue delivering meaningful impact, improving outcomes, and making healthcare easier for the millions we serve." In conjunction with this appointment, Jeff Cordell will continue in his role as CEO of Health Advocate while also serving as CEO of ZP Better Together, a Teleperformance company dedicated to advancing communication access for the Deaf and hard-of-hearing community. Richardson holds an MBA from the Daniels School of Business at the University of Denver and a BBA with a minor in Economics from Pacific Lutheran University. About Health Advocate Health Advocate Inc. care for its members in all ways. Always. Health Advocate offers an innovative whole-person health and well-being experience designed to help people navigate the healthcare system while reducing confusion and point solution fatigue. This unique approach helps its millions of members and their employers achieve better health, lower costs, and create a culture of health and well-being where everyone thrives, no matter what challenges they may be facing. Its team of compassionate, knowledgeable Personal Health Advocates provides personalized and HIPAA-compliant concierge support, backed by powerful predictive data analytics and a proprietary technology platform, to educate, engage and advocate for its members and help guide them toward better health.
Health Advocate wins Bronze stevie(r) Award in 2026 Stevie Awards for Sales & Customer Service. Health Advocate has won a Bronze Stevie Award in the Healthcare Customer Service Department of the Year category in the 20th annual Stevie Awards for Sales & Customer Service. Health Advocate was recognized for delivering exceptional customer service and innovative, whole-person support to millions of members nationwide. Over the past year, the organization expanded Generations Aging Adult & Caregiver Support to better serve working caregivers and launched Embody Mind & Body EAP, a next-generation solution integrating mental health, lifestyle coaching, and digital tools. Health Advocate also enhanced biometric and vaccination services, introduced secure asynchronous messaging (AMP), and expanded proactive outreach to close gaps in care, continuing its mission to make healthcare easier and more personal for every member. The Stevie Awards for Sales & Customer Service are the world's top honors for customer service, contact center, business development and sales professionals. The Stevie Awards organizes nine of the world's leading business awards programs, also including the prestigious American Business Awards(R) and International Business Awards(R). Stevie Awards president Maggie Miller said, "The remarkable scores achieved by this year's Stevie Awards for Sales & Customer Service winners reflect the extraordinary levels of excellence, innovation, and customer impact they deliver. We proudly join the judges in congratulating and celebrating these outstanding organizations and professionals on their achievements." Details about the Stevie Awards for Sales & Customer Service and the list of Stevie winners in all categories are available at https://sales.stevieawards.com/.
Health Advocate launches Care Connect to enhance access to high-quality mental health support. Health Advocate, a leading provider of whole-person health and well-being solutions, today announced the launch of Care Connect, starting with the release of the Care Connect for Providers app. This marks the first phase of a powerful new platform designed to quickly, securely, and confidentially connect millions of members with a global network of thousands of mental health providers while also enhancing access to vital Employee Assistance Program (EAP) services. Launched at a time when access to behavioral health care remains a national challenge, Care Connect for Providers simplifies the provider experience while laying the groundwork for a smarter, more connected mental health ecosystem. By removing administrative barriers and enhancing collaboration, the app makes it easier for providers to focus on care, while ensuring their work is supported by thoughtful technology and clinical guidance. "With a national shortage of mental health providers and more people than ever seeking care, it's essential that we make it easier for clinicians to do what they do best - care for others," said Laura Calcaterra, LPC, CEAP, Vice President, Clinical Operations, EAP. "The Care Connect for Providers app reflects our belief that enabling technology should enhance the human connection, not replace it." Built for Providers. Backed by Secure, Scalable Technology. Unlike third-party lists, Health Advocate's affiliate provider network has been curated and rigorously vetted to meet its member needs. The new Provider app is designed to support this trusted network with intuitive, HIPAA-compliant tools that reduce administrative burden and strengthen collaboration with Health Advocate's internal, Master's-level clinical team. Key features include: * Strong partnership. Dedicated support from Health Advocate's Affiliate Relations team, with clinical oversight from its in-house staff of Master's-level Care Managers and clinical leadership team. * Faster onboarding. Streamlined enrollment makes it easy to join its network, enabling faster access to provide care for members sooner. * Simplified credentialing. Built-in tools for insurance and license tracking, automated reminders, and digital document management. * Integrated billing. Session tracking and invoice submission, seamlessly connected to payment systems. * Practice management tools. Providers can easily manage practice profiles, update availability, and receive referrals that match their expertise and availability. * Enterprise-grade security. Care Connect is backed by a dedicated security team and exceeds HIPAA standards, with advanced encryption, continuous monitoring, and a privacy-first design. "At Health Advocate, we believe deeply in using technology as a tool for delivering high-touch, high-quality care" said Jeff Cordell, President and CEO, Health Advocate. "We thoughtfully designed Care Connect to be scalable, secure, and easy to use, leveraging modern digital tools, automation, and AI to support providers in delivering the best care without sacrificing clinical judgment, personal connection, or privacy." The Provider app is the first step in Health Advocate's larger Care Connect vision. An updated member experience will launch in the next year, expanding the platform to support secure, self-guided access to behavioral health resources and provider connections, while preserving the clinical oversight and human touch that define Health Advocate's approach. Care Connect is more than a digital tool. It's part of its commitment to quality care, strong partnerships, and expanded access to mental health support. Health Advocate is actively expanding its robust network. To learn more about Care Connect or to become a participating provider, visit: HealthAdvocate.com/CareConnect. About Health Advocate Health Advocate Inc. care for its members in all ways. Always. Health Advocate offers an innovative whole-person health and well-being experience designed to help people navigate the healthcare system while reducing confusion and point solution fatigue. This unique approach incorporates five core services that can be seamlessly integrated together to help its millions of members and their employers achieve better health, lower costs, and create a culture of health and well-being where everyone thrives, no matter what challenges they may be facing. Its team of compassionate, knowledgeable Personal Health Advocates provides personalized and HIPAA-compliant concierge support, backed by powerful predictive data analytics and a proprietary technology platform, to educate, engage and advocate for its members and help guide them toward better health.
Health Advocate has launched Care Connect, a platform designed to connect millions of members with mental health providers and Employee Assistance Programme services. The initial release features the Care Connect for Providers app, which streamlines administrative tasks for mental health professionals. The HIPAA-compliant app offers faster onboarding, simplified credentialing, integrated billing and practice management tools. It connects providers with Health Advocate's vetted affiliate network and internal clinical team of Master's-level care managers. The platform addresses the national shortage of mental health providers by reducing administrative burden and enabling clinicians to focus on patient care. An updated member experience will launch within the next year, expanding self-guided access to behavioural health resources whilst maintaining clinical oversight. Health Advocate is actively expanding its provider network to support the platform.
Smart, digital-first, personalized engagement drives the enhanced member experience, empowering individuals and elevating workforce well-beingPLYMOUTH MEETING, Pa., April 2, 2025 /PRNewswire/ -- Health Advocate, a leading provider of integrated health advocacy and navigation, well-being, and behavioral health programs, today announced the launch of Embody, a comprehensive, concierge-led experience designed to transform how individuals engage with their health, making well-being a lifestyle rather than just a service. Embody delivers a premium 360-degree member experience by combining advanced AI-driven engagement, real-time health insights, and best-in-class expert concierge service to create a seamless, intuitive, and results-driven well-being solution.Health issues rarely happen in isolated silos - physical, emotional, and financial well-being are deeply interconnected. As the market moves beyond point solutions, employers and individuals seek a whole-person approach that seamlessly integrates benefits, simplifies access to care, and delivers expert-led concierge support to drive better outcomes."With Embody, we're reimagining what it means to provide whole-person support," said Jeff Cordell, President and CEO, Health Advocate. "We believe well-being should be personalized, engaging, and proactive. Embody sets a new standard by combining cutting-edge technology with compassionate human expertise to help individuals achieve optimal health outcomes."What Sets Embody Apart?Embody simplifies the journey to better health by offering a multi-channel experience that fits into people's daily lives, prioritizing key components including:Whole-Person Approach. Embody integrates physical, emotional, financial, and social well-being, ensuring individuals receive holistic support customized to their unique needs