Customer Advocate

• Provide information, referrals, and linkage to medical care, mental health services, substance use treatment, housing resources, and other community-based services.
• Assist clients with applications and renewals for public benefits, including Medicaid, SNAP, SSI/SSDI, and housing assistance programs.
• Monitor client progress and conduct follow-up contacts to ensure successful service engagement.
• Support clients in crisis situations by providing immediate assistance and connecting them to appropriate resources.
• Remain informed about HIV/AIDS-related issues, community resources, and changes in public benefits and healthcare systems.
• Accurately document all client interactions and services using internal tracking systems (AWARDS).
• Maintain relationships with external partners to support program accessibility and success.
• Participate in team meetings, staff trainings, and collaborative planning to improve service delivery.
• Adhere to all agency and funder policies including documentation, confidentiality, communication, and conflict resolution protocols.

Client Advocate

• Manage and work with a portfolio of Planful’s most strategic clients and establish value-driven, outcomes focused partnerships
• Collaborate with senior level leaders, cross-functionally to drive client success
• Define and execute best in class, scaleable, and repeatable processes to ensure client satisfaction
• Leverage thought leadership and consultative skills with your clients to help maximize and expand the use of their Planful solution
• Be curious, provide new ideas, challenge the status quo and help make our team best in class

Customer Success Advocate

• Create, maintain, file, and retrieve Customer Advocacy Department files.
• Maintain and update customer complaint file tracking system.
• Retrieve scanned documents and ensure data accuracy for reporting purposes.
• Maintain all internal/external email inboxes.
• Assist with exception reporting as needed.
• Review Advocate scanned mail and determine handling.
• Maintain accurate and complete records for documentation.
• Participate in internal and external routine audits.
• Provide general administrative support and other duties as needed.

Customer Advocate Specialist

• Answer customers’ questions via phone calls, online chats, and emails
• Help customers place orders and fix their problems
• Organize bulk orders for holiday gifts and events
• Build relationships with customers and provide world-class service

Weekend Customer Advocate

• Establish and nurture strong relationships with customer stakeholders at all levels, from technical champions to economic buyers, starting before contract close.
• Partner with customers, internal teams and SI’s in the delivery of applications
• Educate customers about Unqork, including new features and functionality on a regular basis
• Ensure customer needs are met at the highest level of quality regardless of delivery model and resources assigned
• Develop and continuously refine a customer advocacy strategy aligned with Unqork's goals for success, retention, and expansion. Help customers expand their use of Unqork by understanding existing use cases, identifying blockers, and proactively suggesting additional applications.
• Develop and execute customer success strategies, ensuring adherence to best practices and compliance to agreed-upon roles/responsibilities
• Track and manage renewals, including appropriate teams as needed
• Utilize health and success metrics to monitor customers and their application usage to drive success strategy
• Provide continuous assistance post-go-live, including regular check-ins, Quarterly Business Reviews (QBRs), and defining Customer Success Plans (CSPs) to ensure ongoing platform adoption.
• Support expanding use of Unqork by identifying and driving expansion within accounts
• Identify opportunities for enablement, training and technical advisory services, as well as analyze support tickets and share strategic findings with customer
• Act as the internal voice of the customer, ensuring their wins, challenges, and insights are heard, understood, and acted upon by internal teams across GTM, Product, Marketing, and other teams within Unqork.
• Share customer feedback with internal teams to identify opportunities for product improvement, template development, and new features
• Identify customer success stories and work with Marketing to publish case studies, testimonials and references to highlight tangible business value
• You are an avid user of AI tools and are passionate about exploring how AI can automate workflows, enhance creativity, and increase your personal impact.

Principal Customer Advocate Manager

• 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

• Ensures multi-channel and omni-channel Customer communications are addressed and responded to consistently and timely in a manner which satisfies Customers needs and helps to retain business and build customer loyalty
• Acts in a professional, knowledgeable, positive manner and works effectively under pressure when needed in a very fast paced environment while maintaining excellent written and verbal communication skills
• Embraces change and positively implements updated process and strategy by demonstrating a proactive approach for problem solving and communicating solutions
• Provides consult support for complex Customer inquiries needing additional research
• Informs leadership immediately if common issues arise and utilizes ability to research and analyze Customer complaints in order to provide resolutions which support a culture of timely, Customer focused, responses which provide the best Customer Experience
• Consistently follows and adheres to stated team/department metrics such as minimum call flow accuracy levels, schedule adherence and availability requirements, achieves a minimum number of multi-channel and omni-channel Customer communications while maintaining average handle times and after call work times which meet stated requirements per team, meets or exceeds minimum work schedule and attendance adherence's, all while possessing and sharing a positive, collaborative tone which supports the team and department environment

Customer Advocate Associate Representative

• 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

• Professionally manage a high volume of phone calls and email correspondence with clients and their families providing status updates and answering questions
• Utilize internal systems to retrieve relevant information and provide accurate status updates
• Adeptly multitask to ensure efficient handling of client queries while maintaining a high level of professionalism
• Draft basic forms
• Draft written correspondence to clients and VA
• Update CCK's case management program files with all client conversations, pertinent correspondence, and information
• Attend training sessions as directed by the supervisor
• Assist with the training of new Client Advocate/Paralegals as needed

Client Advocate – Paralegal

• 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

• Supports clients located in Central and Eastern Standard Time Zones
• Responsible for intake and resolution of Customer (U1000 lives) inquiries, problems and/or service requests
• Acts as the primary issue resolution owner and responsible for resolving any Customer problems or issues
• Takes ownership of issues from beginning to end
• Coordinates with all necessary 'back office' areas to resolve
• Organizes, oversees, manages, monitors and follows through
• Acts as the daily point of contact for any customer inquiries (calls, emails, web chats, etc.)
• Tracks activities in CRM
• Responsible for fulfilling reporting requests from customers
• Maintains tracking and reporting
• Identifies and drives business changes / continuous improvements needed
• Looks at trends and root cause analysis and works with internal partners from claims, Underwriting, etc. to identify improvement opportunities

• Provide day-to-day client management and servicing
• Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).
• Process incoming mail (postal, email and/or faxes) for the team and distribute to team
• Process cancellation notices/non-payment issues; Advise Client Manager/Account Executive to handle
• Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery
• Deliver policies as directed by Producer/Client Manager/Account Executive
• Request and prepare policy endorsements
• Issue certificates of insurance and deliver Special Handling Certificates to Client Manager/Account Executive
• Process client monthly reports
• Process premium audits and deliver disputed audits to Client Manager/Account Executive
• Follow agency procedures for EPIC (client management system).
• Perform other duties as assigned.

Client Advocate – Construction

• 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)

• Responsible for responding to a variety of inquiries from members and their dependents, hospitals, providers, attorneys and agents
• Interpret multiple contracts in response to benefit and claim inquiries
• Research membership database and billing history to resolve membership issues
• Provides a high degree of customer service including receiving and responding to telephone calls, letters or walk-in customers
• Educates and works with members at different health literacy levels with cultural sensitivity
• Enters record of inquiries and related correspondence in computerized tracking system
• Researches applicable medical policy and corporate, divisional, and department policies and procedures
• Utilizes information, claims data, and membership records to resolve issues independently or with minimal assistance
• Fully responsible for proactively maintaining knowledge based (i.e. start-up notes, emails, Blue Help updates, etc.)
• Maintains confidentiality of all regulated information in compliance with state and federal laws
• Exemplifies professionalism by effectively using proper grammar and spelling when composing verbal and written correspondence that is customer centric, compliant, and adapted to audience
• Recognizes trends or common issues and raises to leadership as necessary
• Provides solution options as appropriate
• Recognizes and uses time management techniques appropriately to manage competing projects and priorities to meet customer needs and deliver on commitments in a timely manner
• Delivers positive customer and member experience on a consistent basis
• For FEP positions must complete additional FEP training program for FEP system and procedures

Customer Advocate I

• Provide accurate and continual communications to internal and external customers on any aspect of order fulfillment
• Order and inventory management based on forecast and other modeling
• Manage on time and in full shipments
• Project management for our external customers (developing new business with existing customers)
• Achieve all goals associated with cash flow for GPI as associated for their account
• Goals include accounts receivables and working capital management
• Participate in Lean Sigma projects and deploy continuous improvement initiatives
• Develop strong relationships with internal and external customer contacts
• Liaison between GPI and our customer on all aspects of account management
• Follow all Plant rules, Processes, Hygiene, and Allergens procedures

Customer Advocate II

• Act as the primary advocate for State & Local agencies, aligning software capabilities with their operational goals to ensure full product adoption and documented success.
• Cultivate trust-based relationships with technical and command leadership to maximize customer sentiment, retention and referenceability.
• Lead cross-functional internal teams—including Sales, Support, and Onboarding—to resolve client challenges quickly and minimize churn.
• Manage a regional book of business with a focus on annual recurring revenue, account expansion and identifying process improvements.
• Translate public safety best practices into credible recommendations, helping agencies navigate integrations and workflow optimizations.

• Assists Transportation Providers with transportation-related questions and concerns.
• Manages scheduling tasks, including modifying and canceling reservations per provider requests.
• Documents and investigates complaints or incidents, ensuring detailed records are maintained.
• Responds to provider concerns and refers unresolved grievances for further review.
• Ensures accurate entry of trip-related data.
• Supports processes related to trip corrections, mileage/cost adjustments, cancellations, and retroactive trips.
• Answers the Transportation Provider call line with professionalism and courtesy.
• Participates in required meetings and other assigned duties or projects.

• Works with Regional Business Development Leaders to execute business development and government relations strategies that drive growth within the regions we serve
• Builds long-term relationships with clients, teaming partners and industry leaders through high level communication, events and value-added advisory services
• Develops and maintains relationships with elected officials, government agencies, and regulatory bodies
• Serves as the primary liaison between the firm and local, state, and/or federal government stakeholders within a region or service line
• Researches and tracks infrastructure funding opportunities, public policy trends, and regulations affecting planning, design, and construction and provides economic, budget, and public policy analysis to leadership
• Represents Parkhill at selective council / commission meetings / conferences / seminars
• Works closely with regional and sector business development teams to help drive an elite client experience for existing clients
• Utilizes client relationship management system (CRM) to document leads/opportunities, client information, and client contacts
• Organizes and leads local client hospitality events

• Provide front-line support to clients via phone, email, and live chat, delivering timely and accurate guidance on ClearStar’s platforms including Aurora, ScreenMeNow, MIS Admin, and Gateway Tools.
• Troubleshoot client issues, analyze service configurations, and deliver clear, actionable solutions.
• Document all case activity from intake through resolution using Zendesk CRM with accuracy and consistency.
• Manage multiple active priorities and cases independently while maintaining quality and follow-through.
• Support client training needs through virtual demos and screen-sharing sessions via MS Teams.
• Explain technical concepts and platform functionality clearly and accessibly to clients with varying levels of technical fluency.
• Provide input on platform features, documentation, and support resources to improve the overall client experience.
• Collaborate with internal teams—including Technical Services, Records & Verification, Sales, Implementation, and Account Management—to resolve cases and ensure accurate client configurations.
• Assist with order management tasks and supplier configuration updates as needed.
• Participate in system testing and quality assurance activities for new features, platform updates, and configuration changes.
• Contribute to internal process improvements and knowledge base development.

Customer Advocate jobs in United States

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Client Advocate

Customer Success Advocate

Customer Advocate Specialist

Weekend Customer Advocate

Principal Customer Advocate Manager

Sales Advocate

Customer Advocate Associate Representative

Client Advocate I

Client Advocate – Paralegal

Customer Solutions Advocate

Client Advocate I

Client Advocate

Client Advocate – Construction

Client Advocate

Customer Advocate I

Customer Advocate II

Customer Success Advocate

Customer Advocate

Client Advocate

Customer Success Advocate