Identify needs, research information, and determine appropriate next steps or referrals.
Make outbound calls as needed to complete research or deliver updates.
Collect and update member demographic data in the system; maintain accurate records.
Follow company procedures and healthcare regulations, including HIPAA and COBRA guidelines.
Transfer inquiries to the appropriate internal/external contacts when needed.
Requirements
At least one year of customer service experience, preferably in a healthcare setting.
Strong Communicator: explain complex information clearly and maintain professionalism on every call.
Organized & Reliable: manage multiple member requests while maintaining attention to detail.
Proficient in Microsoft Word, Excel, and call documentation tools.
Adaptable & Willing to Learn: open to training and building expertise in healthcare plans, systems, and regulations.
Knowledge of and ability to follow healthcare regulations including HIPAA and COBRA guidelines.
Ability to work the listed shift times (late morning to evening EST).
Benefits
Work from home opportunity
Comprehensive Training & Equipment: We set you up for success with thorough onboarding, ongoing development, and all necessary work equipment.
Competitive Pay: We offer an hourly rate of $16.73.
A Culture of Purpose & Impact: You’ll be part of a team that values empathy, innovation, and a shared mission to simplify healthcare for all.
Career Growth & Development: Whether you’re starting fresh or looking to expand your expertise, we provide mentorship, training, and growth opportunities to help you advance.
Employees have room to grow, and many of Health Advocate's supervisors are promoted from within the company.
ATS Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
customer servicecall documentation
Soft skills
strong communicatororganizedreliableadaptableattention to detail