Customer Advocate

• Support the Sales Organization by helping ensure teams have the tools, knowledge, and processes needed to succeed
• Serve as the primary advocate for customers during the sales-to-install journey
• Communicate directly with customers throughout the construction and installation process for new sales
• Support customers by providing updates and helping ensure a smooth transition through installation
• Address customer escalations and routing issues to the appropriate repair teams for follow-up
• Work closely with Sales Representatives to resolve issues and improve the customer experience
• Support accurate order processing and successful customer delivery by performing quality analysis of service agreements
• Partnering with Sales Representatives to correct rejected orders and resubmit them to order entry
• Process and track Construction Capital Approvals for potential customers
• Support sales leadership through reporting and analysis by uploading reports for local Sales Managers and Directors
• Review reports to identify trends, patterns, and opportunities for improvement

Sales Advocate

• Servicing your assigned book of business
• Acknowledge customer’s inquiry within 1 business day
• Create and maintain PDET cases as outlined in policy guidelines
• Acts as the single point of contact for client’s operational inquiries and escalated issues.
• Resolutions to include but not limited to Claims, Enrollment, ID cards, COBRA, FSA, Network Ops, PBM, Customer Service, EDI Files and Finance
• Provides plan document interpretation and ensures the client’s questions are addressed.
• Conduct client portal training
• Supports operational departments to enhance the member experience through improved workflows and process improvements
• Identify opportunities that support account owners in developing and delivering strategic plans

Client Advocate I

• Under direct supervision, proposes possible solutions and documents Mid-Stage, Late Stage and High-Risk delinquent accounts
• Pursue communication with defaulted customers utilizing manual or automated dialing to obtain payment commitments
• Monitor delinquent accounts to identify situations where alternatives to repossessions, bankruptcies, foreclosure, etc. exist
• Display effective time management skills to enhance productivity while using multiple system platforms to identify, evaluate, and resolve reasons for delinquency
• Skip trace accounts by accessing statements, applications, and third-party vendor services
• Employ conflict management skill set to handle escalated situations
• Multi-task and work independently in a fast-paced environment while reviewing metrics and evaluating performance
• Mentor and train peers while functioning as a Customer Solution’s subject matter expert
• Escalate complaints and/or accounts with unique circumstances to leadership as outlined by the bank’s complaint management program

Customer Solutions Advocate

• Servicing your assigned book of business
• Acknowledge customer’s inquiry within 1 business day
• Create and maintain PDET cases as outlined in policy guidelines
• Acts as the single point of contact for client’s operational inquiries and escalated issues
• Resolutions to include but not limited to Claims, Enrollment, ID cards, COBRA, FSA, Network Ops, PBM, Customer Service, EDI Files and Finance
• Provides plan document interpretation and ensures the client’s questions are addressed
• Conduct client portal training
• Supports operational departments to enhance the member experience through improved workflows and process improvements
• Identify opportunities that support account owners in developing and delivering strategic plans

• Answer high‑volume inbound calls from prospective clients (typically 80–100 calls per day-average 5 minutes per call)
• Deliver excellent customer service and support to potential and current GreenPath clients
• Enter and update client data with accuracy and attention to detail
• Schedule appointments for prospective clients with Financial Counselors
• Triage incoming calls from existing clients and creditors, routing them appropriately
• Professionally intake and review client complaints
• Maintain strict confidentiality regarding client financial information
• Perform role duties primarily while seated and using standard office equipment (phone and computer)

Client Advocate

• Welcome in-shop customers and resolve customer concerns quickly and efficiently -- without breaking a sweat -- often coming up with creative solutions.
• Manage incoming calls, e-mails and faxes for service issues, pricing, warranties, commercial, dispatch, repair, cash, wholesale and same-day reschedules/cancellations.
• Keep all the moving parts running smoothly by confirming and completing work order information, including insurance verification, additional parts and missing information.
• Breeze through administrative tasks such as buyouts, invoices, work orders, managing deleted work orders and processing credit memos and rebills.
• Review orders from the national contact center and manage dealer part orders and special accounts.
• All other duties as assigned.

Customer Advocate jobs in Missouri

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Sales Advocate

Client Advocate I

Customer Solutions Advocate

Client Advocate I

Client Advocate

Seasonal Customer Advocate