Client Advocate

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary point of contact for designated clients

• Comprehend client requirements and expectations to foster trust and ensure satisfaction

• Address client concerns promptly and alleviate service-related challenges

• Provide clients with pertinent educational resources and tips from HealthMark

• Oversee and monitor client satisfaction within HubSpot

• Record and track client meetings, significant discussions, and reported issues in HubSpot

• Log actions taken on requests for information in MedRelease

• Maintain proficiency in MedRelease and EMR request routing

• Collaborate with clients and cross-functional teams to facilitate the delivery of contracted Release of Information services

• Recognize trends and opportunities for service enhancement

• Assist in the timely and effective onboarding process and project completion

• Safeguard PHI and confidential client information and report any suspected unauthorized access, use, or disclosure

⛳️ Requirements

• Bachelor’s degree or a minimum of 3 years of experience managing client accounts

• Proficient verbal and written communication skills reflecting professionalism and positivity

• Expertise in cross-functional collaboration and communication

• Strong organizational abilities

• Capacity to work autonomously while pursuing both individual and team objectives

• Familiarity with Microsoft applications, including Excel; CRM experience preferred

• Willingness to travel 10% for face-to-face client meetings and Company or team-required events

• In-depth understanding of confidentiality standards

• Compliance with HIPAA regulations and the organization’s privacy and security policies

• Prompt completion of mandatory company-sponsored and regulatory training programs

🏝️ Benefits

• Opportunity to travel 10% for in-person client meetings and Company or team-mandated events