Advocate

• Manage a high volume of complex customer retention interactions with exceptional autonomy and precision, handling the most challenging save opportunities and escalated cases
• Serve as a subject matter expert (SME) in retention strategies, advanced negotiation, and value-based selling across the organization
• Demonstrate mastery in diagnosing customer motivations, competitive dynamics, and behavioral triggers to drive renewal decisions
• Lead by example through consistent top-tier performance and adherence to Fetch’s mission of extending and deepening customer relationships
• Partner with Retention leadership to pilot new strategies, messaging frameworks, and process enhancements that improve overall save rates
• Support training, coaching, and calibration sessions by sharing insights, call recordings, and best practices with peers and new hires
• Collaborate with internal stakeholders across Operations, Product, and Marketing to represent the customer voice and influence retention initiatives
• Identify emerging customer trends and competitive threats through data and frontline feedback, providing actionable recommendations to leadership
• Handle escalations that require complex problem-solving, policy knowledge, and high-level communication to achieve positive outcomes for both the customer and the company
• Maintain exceptional accuracy and completeness in documentation, ensuring all retention-related data is usable for performance and quality insights
• Contribute to ongoing process improvement initiatives, recommending and testing solutions that enhance both efficiency and customer satisfaction
• Must be able to work a minimum of the 40-hour work week with varied shifts and occasional weekend time

Licensed Retention Advocate III

• Conduct structured virtual eligibility assessments with patients and caregivers to confirm SSI/SSDI eligibility and gather the information needed to move applications forward
• Request, compile, and review medical records from relevant providers, and prepare medical summary reports for submission to the Social Security Administration (SSA) and Disability Determination Services (DDS)
• Submit completed applications to the SSA and DDS, and serve as the designated SSA Representative for patients without legal representation
• Manage ongoing weekly outreach calls with patients to provide status updates, address questions, and keep the application process on track
• Coordinate with Patient Enrollment Specialists and Health Coaches to support patients who need additional engagement or care coordination touchpoints
• Handle administrative responsibilities associated with the program, including PO box management and documentation tracking, with accuracy and follow-through
• Leverage AI-assisted tools to support records review and medical summary writing, with a clear understanding of when to verify outputs and how to use these tools in a HIPAA-compliant manner
• Partner with internal teams to flag workflow gaps, share patient insights, and contribute to the continued development of scalable, compliant benefits enrollment processes

Social Services Advocate

• Answer a broad range of inbound calls (in support of clients) in a professional, energetic, and positive manner
• Respond accurately and thoroughly to caller inquiries and document call detail accordingly
• Must be a resourceful and creative problem solver who can work with members of the team to find solutions
• Ensure compliance in all areas of processing, completing all transactions timely and accurately
• Take accountability for entire process from receipt of work to resolution
• Work under general supervision following established procedures

Employee Benefits Advocate

• Manage benefit service lines for multiple client accounts and resolve employee questions efficiently
• Provide education to client employees on benefits and perks, retirement planning issues, Sequoia tech tools, etc.
• Act as a resource and advocate for client employees with claims management cases
• Assist employees with navigation of Sequoia’s three client web portals and mobile app
• Prepare quarterly reports and attend review meetings with clients
• Help build out knowledge center and FAQs
• Participate in process improvement activities as needed

Employee Advocate

• Answering phones and responding to emails
• Timely follow up to members
• Administrative tasks as needed
• Working closely with other team members and account service teams

• advocate for strong environmental policies by meeting with members of Congress and federal government officials
• develop collaborative relationships with legislators and congressional staff on both sides of the aisle
• serve as the Environment America voice in conservation coalitions
• recruit new partners
• raise money from foundations and individual donors to fund campaigns
• write reports, fact sheets, news releases, blogs, op-eds, and other forms of communication
• represent Environment America with reporters
• develop campaign plans and tactics
• recruit and manage interns and participating in staff recruitment efforts

Conservation and Wildlife Advocate

• Relationship Management: Proactively communicate with a pipeline of borrowers, ensuring they have a clear understanding of their loan terms, servicing processes, and post-closing responsibilities.
• Project Support: Monitor project progress from the borrower's perspective and provide support for challenges like project delays or budget overruns.
• Issue Resolution: Investigate and resolve all post-closing borrower inquiries and disputes related to servicing, payments, and loan modifications. Advocate for the borrower's needs internally, escalating complex issues to management as needed.
• Payment & Account Assistance: Help borrowers understand their statements, payment schedules, and online portal access. Address questions related to interest accrual, principal reduction, and payoff statements.
• Default Prevention: Proactively reach out to at-risk borrowers to prevent loans from defaulting. Collaborate with servicing and compliance teams to develop and implement default prevention strategies.
• Internal Collaboration: Work closely with cross-functional teams (e.g., servicing operations, special servicing, payment operations, construction) to ensure a cohesive borrower experience. Provide feedback on common borrower challenges to improve processes and represent the borrower's perspective in internal meetings.
• Communication & Education: Provide clear and concise communication regarding loan status, draw disbursements, and payment reminders. Educate borrowers on best practices for managing their projects post-funding and develop helpful resources like FAQs.
• Documentation: Accurately document all customer interactions in the system of record.

Borrower Advocate

• The Member Advocate Negotiator works in close partnership with the Member Bill Advocate to resolve balance bills by engaging and negotiating directly with the provider or facility that issued the bill to the member.
• The Negotiator applies knowledge of Medicare reimbursement rates, market benchmarks, payer-provider fee schedules to anchor and advance negotiations toward a settlement that protects the member from unexpected out-of-network charges.
• The role owns the full negotiation lifecycle from case assignment through settlement execution and case closure.
• At lower activation scenarios, the Negotiator’s significant spare capacity supports provider contracting and network analytics.
• Hand back to the Member Advocate at settlement for member confirmation, CSAT capture, and case closure in the case management system.

Member Advocate – Negotiator

• Process annuity new business and in-force transactions accurately and efficiently.
• Review applications to ensure all requirements are received “In Good Order” and identify any discrepancies.
• Communicate effectively with the field sales team via phone and email to obtain required information.
• Gain and apply knowledge of annuity processes, including ACH transactions, allocation changes, withdrawals, and surrenders.
• Meet or exceed established service standards, productivity, and quality goals.
• Identify opportunities for process improvement and contribute ideas to enhance operational efficiency.
• Collaborate with peers and leadership to maintain workflow efficiency and service excellence.

See all jobs on JobTailor

Licensed Retention Advocate III

Social Services Advocate

Employee Benefits Advocate

Employee Advocate

Employee Benefits Advocate

Conservation and Wildlife Advocate

Borrower Advocate

Member Advocate – Negotiator

Life & Retirement Advocate II