Question
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Customer Advocate I

4/13/2026

The Customer Advocate performs administrative support, including answering phones, managing call transfers, and making outbound calls. They are also responsible for screening patients for financial and medical criteria and reviewing insurance details.

Working Hours

40 hours/week

Company Size

51-200 employees

Language

English

Visa Sponsorship

No

About The Company
At HealthFund Solutions, we are an advocate to uninsured patients and a partner to hospitals and healthcare providers.
About the Role

Description

Reporting to the Call Center Manager, the Customer Advocate will perform a wide range of administrative and office support activities for our corporate office. 


Benefits:

  • Medical, Dental, and Vision Insurance
  • Life Insurance
  • Short-Term and Long-Term Disability
  • Critical Illness & Accident Plans
  • 401(k) with up to 4% employer match


Responsibilities:

  • Answering phones, taking messages, and placing call transfers
  • Making outbound calls using scripting
  • Required to screen patients for financial and medical criteria
  • Enter all information in our system database
  • Insurance review for deductibles, copays, coinsurance and out of pocket max (as needed)
  • Stay current on all new policies and procedures
  • Assist with other administrative duties specific facilities per business needs as assigned
  • May require occasional evenings and weekends
  • Other duties as assigned


Requirements:

  • High School Diploma or equivalent required
  • Minimum one (1) year of customer service experience (call center environment)
  • Excellent communication skills- written and verbal
  • Planning and organizing skills
  • Attention to detail and accuracy
  • High level of professionalism and customer service excellence
  • Competent in Microsoft Office applications including Word, Excel, Outlook Mail, and Teams


Physical Abilities:


While performing the duties of this job

  • Ability to sit for long periods of time entering data into the computer
  • Ability to occasionally lift up to 10 pounds
  • Ability to concentrate and stay on task for long periods of time


NOTE: This job description is not intended to be all-inclusive. Employee may perform other duties as required to meet the ongoing needs of the organization.

All candidates must successfully pass a national background check and a 12-panel drug screening. HealthFund Solutions is a drug-free workplace.

We are an equal opportunity employer. All qualified applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status


Key Skills
Customer serviceCall center operationsData entryCommunication skillsPlanningOrganizingAttention to detailProfessionalismMicrosoft WordMicrosoft ExcelMicrosoft OutlookMicrosoft TeamsInsurance reviewPatient screening
Categories
Customer Service & SupportAdministrativeHealthcare
Benefits
Medical insuranceDental insuranceVision insuranceLife insuranceShort-term disabilityLong-term disabilityCritical illness planAccident plan401(k) with employer match
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