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US

  • Manage inbound calls and virtual teller sessions, resolving member inquiries about accounts and transactions.
  • Refer quality loan opportunities based on member needs and educate members on appropriate products and services.
  • Adhere to credit union procedures and federal compliance regulations while completing training and supporting team goals.

Customer Service Banking Call Center Microsoft Excel Bilingual Spanish

20 jobs similar to Member Experience Advocate I

Jobs ranked by similarity.

Global

  • Handle inbound and outbound calls as the first point of contact for customers.
  • Assist with payments, renewals, cancellations, and resolve issues promptly.
  • Document interactions, collaborate with the team, and maintain high customer satisfaction.

We are UNIFIN, Inc., a growing tech company focused on building innovative digital solutions. We value creativity, collaboration, and continuous learning.

US

  • Handle incoming calls and provide timely responses to member and provider inquiries.
  • Document customer interactions in a CRM system and maintain accurate account history.
  • Collaborate with team members and make outbound calls to follow up on voicemail and support operational needs.

Qualfon is a global provider of omnichannel customer experience and business support solutions, supporting clients with call center, lead generation, and ecommerce services. The company aims to create job opportunities and foster a supportive, purpose-driven team culture.

Texas

  • Answer inbound calls and assist members with questions related to AAA memberships.
  • Deliver personalized, proactive solutions and recommend valuable products and services.
  • Engage with members using strong communication and a friendly, problem-solving mindset.

AAA Auto Club Enterprises is the largest club within the national AAA federation, providing insurance and membership services. With nearly 17,000 employees across 24 states, we help over 18 million members and foster a culture that embraces diversity and legendary service.

US

  • Assist customers over the phone with product inquiries, orders, applications, forms, and account updates.
  • Resolve customer questions and issues professionally while maintaining a positive, empathetic attitude.
  • Process orders and maintain accurate customer records with meticulous attention to detail.

Aaron's is an industry leader in the sales and lease-to-own retail industry, known for quality brands and superior service. The company values its team members, offering career training, advancement opportunities, and a supportive culture.

United States

  • Conduct proactive outbound outreach to members via phone, text, and email.
  • Maintain accurate CRM records of member interactions and qualification statuses.
  • Follow structured scripts and processes while building rapport and encouraging member participation.

This company supports a large member community through personalized outreach and award qualification activities. It offers a fully remote, independent contractor opportunity with a supportive professional community.

US

  • Handle inbound and outbound calls and respond to customer inquiries via text and email.
  • Manage and update customer cases, documenting all interactions accurately.
  • Resolve routine issues at first contact and escalate complex cases as needed.

Five Star Solutions provides customer support and business process services. The company values diversity and is committed to maintaining a professional workforce while delivering the best service possible to its customers.

Canada 2w PTO

  • Respond to participant inquiries about employer-sponsored savings and retirement plans.
  • Assist clients with transactions such as withdrawals, deposits, and retirement rollovers.
  • Provide support and guidance while complying with internal policies and maintaining client relationships.

New Era Technology securely connects people, places, and information with end-to-end technology solutions at scale. With a global team of over 3,000 professionals, they prioritize a People First culture focused on continuous learning, collaboration, and employee development.

US

  • Serve as the first point of contact for members, handling inbound and outbound calls, texts, and emails.
  • Create, update, and manage customer cases accurately while following compliance and process requirements.
  • Provide empathetic, professional support in both English and Spanish to ensure positive customer experiences.

Five Star Solutions provides customer service and support solutions, serving as the first point of contact for members and clients. The company values diversity and is committed to cultivating a professional, diverse workforce by hiring the best people available.

$16–$17/hr
US

  • Engage with trial owners through primarily outbound calls and occasional inbound interactions.
  • Assist guests with booking reservations and purchasing package upgrades, enhancements, and travel protection plans.
  • Collect delinquent balances, ensure FDCPA compliance, and achieve performance metrics.

Westgate Resorts is the largest privately held timeshare company in the world, with 60+ resorts in top destinations. Recognized as a Best Company to Work For, we employ 9,000 Team Members and value creating a supportive, rewarding workplace.

Global

  • Conduct proactive one-on-one outreach to community members via phone, text, and email to guide them through an award-qualification process.
  • Maintain accurate CRM records in Close.io, including call logs, status updates, and follow-up activities.
  • Complete required documentation, reference forms, and supporting administrative tasks to ensure member recognition.

20four7VA provides offshore independent contractors to deliver remote services to clients worldwide, focusing on developed markets. The company offers various open roles, free training, and a vibrant support community for its contractors.

US

  • Field customer inquiries and resolve questions, issues, and concerns via phone, email, chat, or social media.
  • De-escalate issues calmly, escalate when necessary, and track call information for auditing and reporting.
  • Meet sales objectives and provide feedback on call issues to improve service delivery.

TP is a leading global provider of digital business services, partnering with major brands to optimize operations through technology. With a global workforce of 500,000 across 300 languages, TP fosters an inclusive culture focused on career growth and community impact.

$19–$21/hr
US Unlimited PTO

  • Provide empathetic inbound and outbound support for at-home testing workflows, including account setup, sample collection, and results access.
  • Troubleshoot platform navigation, MFA, and portal access while documenting interactions in Salesforce.
  • Collaborate with clinical teams and help improve standard operating procedures to enhance member experience.

Fuze Health is a digital health company that connects patients with care providers and treatments via at-home testing and pharmacy. It unites LetsGetChecked, Truepill, and Alto Pharmacy in a growing healthcare platform.

Global

  • Handle inbound customer calls and emails, providing professional support for billing, service timelines, and account inquiries.
  • Process activations/deactivations, resolve login issues, and complete callbacks or email follow-ups as needed.
  • Maintain accurate customer records in the CRM and escalate issues that fall outside your scope.

20four7VA connects businesses with offshore independent contractors for remote services. They offer free training, constant support, and a vibrant contractor community.

US

  • Serve as the primary point of contact for callers with a warm, professional presence.
  • Manage scheduling, gather client information, and route calls to the right teams.
  • Work fully remotely using RingCentral, Google Workspace, and client management platforms.

The company provides professional client support and administrative services through a fully remote team. It fosters a collaborative, distributed culture focused on warm communication and long-term career growth.

US

  • Serve as the primary contact for client billing inquiries via phone and email, providing prompt, personalized support.
  • Manage the billing inbox and phone line, ensuring all inquiries are addressed within service standards.
  • Take ownership of each inquiry through resolution, collaborating with team members and recommending process improvements.

Paychex provides payroll, benefits, and HR services to businesses, supporting clients with reliable and accurate solutions. It is a large, established organization that values collaboration, client service, and professional growth.

US

  • Triage incoming phone calls from members and pharmacies with professional etiquette.
  • Identify, document, and escalate member and pharmacy concerns to appropriate teams.
  • Ensure first-call resolution and exceptional customer care with genuine compassion.

Judi Health is a health technology company providing benefit administration solutions to employers, unions, health plans, and government entities. We are an intelligence platform powering benefits plans for millions of Americans, delivering the healthcare we all deserve.

US

  • Contact healthcare providers to obtain and verify required medical record documentation.
  • Respond to telephone and written inquiries promptly and professionally, resolving issues efficiently.
  • Serve as a liaison between providers and internal departments while processing and validating received records.

Empower AI provides AI-powered solutions for federal government agencies, focusing on health, defense, and civilian missions. Headquartered in Reston, Va., the company has three decades of experience and is recognized as a 2024 Military Friendly Employer, supporting a diverse and veteran-friendly workforce.

US

  • Promptly answers, screens, and triages inbound telephone calls while verifying caller demographics and quoting member benefits.
  • Provides routine referrals, answers questions about authorizations, benefits, claims, and incentives, and documents all activities in Uprise's proprietary system.
  • Makes outbound enrollment calls, assists with website registration, and responds to Critical Incident Response and Management Referral requests.

Uprise Health transforms the delivery and accessibility of mental and behavioral healthcare, bringing whole person care to individuals worldwide. The company values compassion, integrity, collaboration, velocity, and advocacy, fostering a culture of care and support.

US

  • You'll handle customer inquiries via phone, email, chat, text, and self-service channels.
  • You'll deliver accurate Tier 1 support, referrals, and escalation while documenting case details.
  • You'll meet quality and performance standards and complete cross-training across programs.

The hiring company is a partner organization that manages customer service operations for public-facing programs. Their culture emphasizes remote work, empathy, and professional development in a 24/7/365 environment.

$20–$20/hr
US

  • Handle inbound and outbound calls to book and confirm appointments for members.
  • Follow up on missed visits and update scheduling systems quickly and accurately.
  • Escalate urgent member needs as they arise while working fully remotely.

Urrly is a company that helps members access care by managing appointment scheduling and follow-ups. They emphasize fairness and use AI to review applications, with a culture focused on clear tasks, stable work, and follow-through.