Client Care Advocate - Optispan : Job Details

About Optispan

Optispan is redefining what it means to live a longer, healthier life. Co-founded in 2023 by Dr. Matt Kaeberlein and Dr. George Haddad, we are dedicated to advancing preventive health and longevity through science-driven, personalized care. Our mission is to optimize healthspans—ensuring individuals not only live longer but thrive throughout their lives.

With a focus on precision medicine, we employ cutting-edge tools such as biological age testing, continuous glucose monitoring, and advanced biomarker analysis. These are integrated into comprehensive strategies that also prioritize exercise, nutrition, sleep, mental health, and the latest in longevity therapeutics.

At Optispan, we serve both corporate clients and individuals, designing programs that empower proactive health management, reduce the risk of age-related diseases, and elevate overall quality of life. Our passionate team of experts is united by a bold vision: to make optimal healthspans achievable for everyone, transforming the future of aging into a journey of vitality and possibility.

About The Role

The Client Care Advocate is a full-time, in-person role at our Tukwila, WA office. A typical schedule for this role is Monday-Friday, 8am-5pm. The Client Care Advocate is at the heart of delivering an outstanding and seamless experience for our clients, ensuring they feel supported and valued as they embark on their personalized health journeys.

In this role, you will blend hospitality and client care with operational expertise, working collaboratively with clients, internal teams, and healthcare professionals. A key part of your responsibilities includes guiding clients through the complexities of insurance claims and benefits, managing follow-up care, and coordinating care plans to ensure every step of their journey is smooth and well-supported. Your ability to navigate these processes with professionalism and empathy will reflect Optispan's commitment to excellence and personalized service.

Strong organizational skills, attention to detail, and proficiency with technology are essential.

Key Responsibilities

Client Excellence and Support

• Serve as the primary point of contact for new clients, guiding them through onboarding and developing tailored roadmaps for their health journeys.
• Conduct intake and consultation calls to introduce included program benefits and services, while guiding clients through comprehensive medical intake forms to ensure accurate and thorough documentation.
• Deliver clear, compassionate communication while proactively managing client needs, ensuring they feel supported and comfortable through regular touchpoints and personalized case management.
• Educate clients on recommended preventative screenings, vaccinations, and strategies to make informed decisions, empowering them to navigate healthcare more effectively and proactively manage their health and well-being.
• Act as an advocate for clients experiencing challenges with insurance claims, provider communication, or medical bills.

Client Coordination and Case Management

• Facilitate referrals to trusted specialists, healthcare providers, and wellness professionals.
• Assist clients in navigating complex healthcare insurance systems and platforms.
• Schedule follow-up appointments, ensuring seamless coordination with clients and providers.
• Create and regularly update personalized care plans using AI tools to align with clients' evolving health goals and needs.
• Manage client pipelines, including scheduling consultations, coordinating assessments, and tracking progress.
• Handle insurance billing navigation and claims follow-ups, assisting clients in resolving claim issues, verifying benefits, and ensuring accurate billing information is communicated between clients, providers, and insurance companies.

Data and Technology Utilization

• Leverage scheduling software, electronic health records (EHR), CRM platforms, and task management tools to streamline processes and improve efficiency.

Compliance and Confidentiality

• Ensure all activities comply with HIPAA and other relevant privacy regulations.

Basic Qualifications

• 3+ years of customer service experience or equivalent experience
• Proficiency in Microsoft Suite
• Strong verbal and written communication skills, with the ability to engage effectively with clients and team members
• Exceptional attention to detail and organizational skills
• Ability to work independently as a self-starter and as part of a team
• High level of professionalism, reliability, and ethical standards 
• Strong problem-solving abilities, with the ability to think quickly and adapt to new challenges
• Excellent time management and multitasking skills

Desired Qualifications

• Experience or strong interest in working within the health or wellness industry 
• Previous experience in client-focused or administrative support roles.
• Comfortable learning and using scheduling software, electronic health records (EHR), or similar platforms.
• Understanding of insurance billing processes and healthcare navigation principles
• Proven ability to coordinate complex processes, manage competing priorities, and thrive in dynamic environments.

At Optispan, we celebrate diversity and are committed to creating an inclusive environment for all employees. We believe diverse teams drive innovation and better serve our clients. We welcome candidates from all backgrounds and experiences to apply.

Why work with Us?

At Optispan, we are passionate about empowering individuals to achieve their fullest potential—whether they are our clients or our team members. By joining us, you'll be part of a mission-driven organization that is redefining preventive healthcare.

Why you'll love being a part of our team:

• Enjoy opportunities for career advancement in Healthspan optimization, client success leadership, and program innovation.
• Collaborate with a group dedicated to transforming lives through science-driven, personalized care.
• Thrive in a supportive environment that values innovation, curiosity, and teamwork.
• Access opportunities to expand your skills and expertise in the fast-evolving fields of Healthspan and preventive medicine.

We offer a comprehensive benefits package, including: 

• Health, dental and vision coverage 
• 401(k) plan
• Health Savings Account (HSA) & Dependent Care Flexible Savings Account (DCFSA)
• Employee Assistance Program (EAP)