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Customer Advocate
Customer Advocate-March 2024
Temple
Mar 28, 2026
About Customer Advocate

  JOB SUMMARY

  The Customer Advocate 1, under general supervision, communicates to Members and Providers policy and procedures and services of the Health Plan (Plan), and handles any complaints concerning the Plan by the membership. This position works on the Members behalf to resolve any issues and concerns by going the extra mile, when needed.

  ESSENTIAL FUNCTIONS OF THE ROLE

  Under general supervision, communicates to Members and Providers policies, procedures and services of the Plan to ensure complete knowledge of the Plan. Helps Members with access to the Plan system, and helps members pick an appropriate physician, and help with appointments.

  Must adhere to call handling goals of 80% of calls answered within 30 seconds. Helps and adheres to call abandonment rate of less than five percent (5%) with average hold time not to exceed 2 minutes based on regulatory requirements. Within 60 days of employment on the floor, must meet monthly quality goal of ninety-two percent (92%) or greater based on two percent (2%) of calls monitored. Helps and meets schedule adherence goals based on department policy successful completion of proficiency testing following initial Advocate training.

  Serves as a primary contact for benefits, claims status and simple drug inquires for Personal Plans with working knowledge of other products, based on first contact resolution guidelines. Verifies demographic information on all inquiries and updates the Plan system.

  Helps Members with concerns and effectively works toward a resolution before the concern escalates to a complaint.

  Accesses appropriate sources to obtain benefit information requested by Member and Providers.

  Acts as liaison between Members, Providers and billing offices, with follow through to resolve issues.

  Accurately documents phone log records for each inquiry with appropriate messaging based on department standards.

  KEY SUCCESS FACTORS

  Requires successful completion of proficiency testing following initial Advocate training.

  Must successfully complete Customer Service training and successfully pass proficiency exam to maintain CSA position.

  Must successfully complete spelling, grammar and basic computer skills testing during job interview.

  Must be proficient in typing and basic computer skills.

  Perform well in a fast-paced, stressful routine work environment.

  Must have good phone etiquette and uses effective communication skills (both verbal and written).

  Must be familiar with policies, procedures and new products offered by Marketing and completes training as required.

  Must be able to multi-task.

  Must be knowledgeable in public relations with a diverse customer base.

  Must be able to problem solve and act as advocate for the customer.

  BENEFITS

  Our competitive benefits package includes the following

  Immediate eligibility for health and welfare benefits

  401(k) savings plan with dollar-for-dollar match up to 5%

  Tuition Reimbursement

  PTO accrual beginning Day 1

  Note: Benefits may vary based on position type and/or level

  QUALIFICATIONS

  EDUCATION - H.S. Diploma/GED Equivalent

  EXPERIENCE - 1 Year of Experience

  As a health care system committed to improving the health of those we serve, we are asking our employees to model the same behaviours that we promote to our patients. As of January 1, 2012, Baylor Scott & White Health no longer hires individuals who use nicotine products. We are an equal opportunity employer committed to ensuring a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

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