Client Success Advocate

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

📋 Description

• Oversee daily client inquiries with assistance from senior team members.

• Keep precise client records and verify that patient balances are consistently accurate, involving transactional posting and balance updates.

• Deliver regular status updates to clients under the guidance of a supervisor.

• Assist senior liaisons in creating reports, presentations, or client communications.

• Recognize basic client needs and direct them to the appropriate internal team.

• Adhere to established processes and workflows, exercising limited decision-making authority.

• Conduct routine account reconciliations for assigned clients.

• Ensure prompt outreach on inquiries that require client approval.

• Maintain timely response rates to both client requests (via email or phone) and internal customer requests (via ticketing system).

• Handle assigned issues and projects to consistently meet deadlines.

• Provide assistance with issues or requests from internal departments.

⛳️ Requirements

• High School Diploma or an equivalent level of education is required.

• 2 to 3 years of clerical or customer service experience is preferred.

• Previous knowledge of healthcare billing or collections is a plus!

• Proficient in navigating a Windows-based environment.

• Strong experience with MS Office (Word, Excel, and Outlook) is essential.

• Ability to thrive in a fast-paced environment.

• Demonstrate a clear, professional, and ethical communication style.

• Self-motivated with the capability to work independently.

• Skilled in prioritizing, organizing, and managing multiple assignments in a fast-paced, deadline-oriented environment.

• Must be a quick learner who can troubleshoot and be trained to use various computer-based systems simultaneously.

🏝️ Benefits

• Medical, Dental, and Vision insurances from top-tier providers.

• 401K with matching contributions.

• Company-paid Accident and Disability Insurance.

• Long Term Disability Insurance.

• Employee Assistance Program (EAP) and Travel Assistance.

• Tuition Reimbursement.

• Paid Time Off, Wellness Days, and paid Holidays.

• Additional benefits including identity theft protection, flexible spending accounts, pre-tax commuter benefits, and more.