What does a health advisor do?

A health advisor is a medical expert who specializes in developing various health programs and projects to provide patients with optimal healthcare services. They are primarily in charge of helping patients navigate and understand the healthcare system. Their responsibilities also include performing research and analysis to identify the community's needs, coordinating with fellow experts, setting objectives and guidelines, and referring patients to other services when necessary. Moreover, a health advisor must maintain an active communication line with staff for a smooth and efficient workflow.
Health advisor responsibilities
Here are examples of responsibilities from real health advisor resumes:
- Collaborate with management to train new employees on company policies and procedures and manage customer concerns via LiveChat.
- Foster and develop positive relationships with mental health patients and their family members.
- Serve as technical expert with respect to all phases of program implementation relating to school immunization research topics under consideration.
- Sell and enroll customers into marketplace plans.
- Perform health reimbursement procedures and claim processing, appeals, and grievances procedures.
- Aid participants with health goals and resources need while following all HIPPA regulations.
- Retrieve and input sensitive health information into data management system while complying with HIPAA.
- Assist members by helping them understand Medicare, there insurance benefits while following HIPAA regulations.
- Reconcile on a daily basis to make sure funds post to the treasury reporting system for governmental review.
- Provide education to hospital personnel in subjects of ICD9, CPT, coding and billing, and compliance issues.
- Conduct detailed fact finding and research, interpret and apply the provisions of ERISA and those of health and pension plans.
- Review plan documents to determine if the plans are subject to ERISA requirements and also verify if any exemptions are applicable.
- Execute successful denial appeals with insurance companies.
- Maintain HIPPA patient confidentiality standards for medical and financial information.
- Verify insurance coverage and explain authorizations and referrals necessary for Medicaid patients.
Health advisor skills and personality traits
We calculated that 15% of Health Advisors are proficient in Patients, Employee Engagement, and Social Work. They’re also known for soft skills such as Computer skills, Customer-service skills, and Listening skills.
We break down the percentage of Health Advisors that have these skills listed on their resume here:
- Patients, 15%
Fostered and developed positive relationships with mental health patients and their family members.
- Employee Engagement, 11%
Provide leadership with management when implementing new or updated SHE prevention or compliance programs while driving employee engagement.
- Social Work, 9%
Consult with nurses, social workers, psychologists, and physicians as needed.
- Mental Health, 9%
Created specialized cartographic products with environmental health data.
- Global Health, 5%
Focused on the global health curriculum that provided a hands-on science perspective which integrated life skills, community service and activism.
- Excellent Interpersonal, 5%
Developed excellent interpersonal skills while dealing with clients and members of staff.
Most health advisors use their skills in "patients," "employee engagement," and "social work" to do their jobs. You can find more detail on essential health advisor responsibilities here:
Customer-service skills. Many health advisor duties rely on customer-service skills. "representatives help companies retain customers by professionally answering questions and helping to resolve complaints.," so a health advisor will need this skill often in their role. This resume example is just one of many ways health advisor responsibilities rely on customer-service skills: "checked on room quality standards prior to customer check-ins. "
Listening skills. health advisors are also known for listening skills, which are critical to their duties. You can see how this skill relates to health advisor responsibilities, because "representatives must listen carefully to ensure that they understand customers in order to assist them." A health advisor resume example shows how listening skills is used in the workplace: "listen, connect and resolve member issues. "
Communication skills. health advisor responsibilities often require "communication skills." The duties that rely on this skill are shown by the fact that "customer service representatives must be able to provide clear information in writing, by phone, or in person." This resume example shows what health advisors do with communication skills on a typical day: "participate in the retention program by making outbound calls to seniors who received communication from organization. "
Interpersonal skills. A commonly-found skill in health advisor job descriptions, "interpersonal skills" is essential to what health advisors do. Health advisor responsibilities rely on this skill because "representatives should be able to create positive interactions with customers." You can also see how health advisor duties rely on interpersonal skills in this resume example: "displayed courtesy and strong interpersonal skills with all customer interactions. "
Problem-solving skills. Another skill commonly found on health advisor job descriptions is "problem-solving skills." It can come up quite often in health advisor duties, since "representatives must determine solutions to customers’ problems." Here's an example from a resume of how this skill fits into day-to-day health advisor responsibilities: "take ownership of members' personal situation and achieve resolution, making outbound calls on their behalf when needed. "
The three companies that hire the most health advisors are:
- Black & Veatch49 health advisors jobs
- LifePoint Health10 health advisors jobs
- MetroPlus7 health advisors jobs
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Health advisor vs. Customer service agent
Customer service agents are employees assigned to answer incoming calls to their company's service hotline. They are equipped with proper training on company products and policies so that they can assist customers. Agents answer customer's inquiries, guide them through steps that they may need to take, and take note of customer complaints. For unsatisfied customers, agents try their best to resolve the concerns or transfer the complaints to related departments. They also try to mitigate any problems that may arise. Customer service agents should be patient, and should also have good communication and problem-solving skills.
There are some key differences in the responsibilities of each position. For example, health advisor responsibilities require skills like "patients," "employee engagement," "social work," and "mental health." Meanwhile a typical customer service agent has skills in areas such as "check-in," "reservations," "customer satisfaction," and "customer service." This difference in skills reveals the differences in what each career does.
Customer service agents tend to make the most money working in the technology industry, where they earn an average salary of $28,862. In contrast, health advisors make the biggest average salary, $79,227, in the health care industry.On average, customer service agents reach lower levels of education than health advisors. Customer service agents are 9.0% less likely to earn a Master's Degree and 1.9% less likely to graduate with a Doctoral Degree.Health advisor vs. Customer care representative
A customer care representative is responsible for providing resolution with the customer's concerns, following the business' procedures and strategic processes. Customer care representatives must have exceptional customer service skills to address their clients' concerns efficiently and accurately, as well as having extensive knowledge of the products and services their company offer. Duties of a customer care representative also include managing client's complaints, offering alternative products and refunds as needed, calculating fees for special requests, updating customer's account information, documenting actions taken, and escalating special case concerns to the supervisor.
Each career also uses different skills, according to real health advisor resumes. While health advisor responsibilities can utilize skills like "patients," "employee engagement," "social work," and "mental health," customer care representatives use skills like "customer service," "work ethic," "strong work ethic," and "data entry."
On average, customer care representatives earn a lower salary than health advisors. Some industries support higher salaries in each profession. Interestingly enough, customer care representatives earn the most pay in the automotive industry with an average salary of $35,440. Whereas health advisors have higher pay in the health care industry, with an average salary of $79,227.customer care representatives earn lower levels of education than health advisors in general. They're 8.9% less likely to graduate with a Master's Degree and 1.9% less likely to earn a Doctoral Degree.Health advisor vs. Service representative
Service representatives handle customer inquiries, requests, complaints, and other general feedback. They are usually the first point of contact with the company's customers. Service representatives are expected to be familiar with all of the company's products so that they can answer all inquiries made by the customers. They should also be familiar with company policies and guidelines on sales and customer handling so that they can address concerns and feedback. They are usually the ones who try to resolve customer complaints by sending issues to applicable departments and ensuring that customers are satisfied with the company's products and services.
The required skills of the two careers differ considerably. For example, health advisors are more likely to have skills like "employee engagement," "social work," "mental health," and "global health." But a service representative is more likely to have skills like "customer service," "client service," "pet," and "front desk."
Service representatives make a very good living in the government industry with an average annual salary of $38,566. On the other hand, health advisors are paid the highest salary in the health care industry, with average annual pay of $79,227.When it comes to education, service representatives tend to earn lower degree levels compared to health advisors. In fact, they're 7.4% less likely to earn a Master's Degree, and 1.9% less likely to graduate with a Doctoral Degree.Health advisor vs. Customer service representative
Customer service representatives are the first point of contact of the customers, acting as the frontiers of the company and help in driving customer loyalty and retention by leaving a great impression and resolving all of their concerns. They accommodate customer queries by providing useful and comprehensive information about any products or services. Some would use that as an opportunity to market and promote more sales. The most challenging issues they use to handle are customer complaints and processing of refunds and returns. They also assist in basic troubleshooting or accounts and payment setup with the use of specific guidelines or step by step procedures. At most, they help and solve customer issues on their own, but sometimes they would need support from supervisors or other departments.
Types of health advisor
Updated January 8, 2025











