includedhealth - Included Health - Member Care Advocate (MCA)
Requirements
• Bilingual proficiency; full fluency in both English and Spanish is required. • Bachelor’s degree with a minimum of 2 years of customer service or healthcare experience, OR 5 years of relevant experience in healthcare or benefits navigation. • Comfortable handling a high volume of inbound calls throughout the day using VoIP phone systems (e.g., CXOne). • Strong familiarity with Google Workspace, Apple products, and customer relationship management (CRM) software, with the ability to learn proprietary tools quickly. • Exceptional customer service skills, with the ability to act as a member advocate, de-escalate challenging situations, and maintain a professional, friendly demeanor. • Strong verbal communication skills for phone interactions, including the ability to explain benefits, processes, and next steps clearly and confidently. • Strong written communication skills in English for accurate, clear documentation of member interactions. • Demonstrated ability to think critically within defined workflows, identify when something doesn’t look right, and use available resources to resolve well-scoped issues. • Comfortable gathering information, asking clarifying questions, and structuring a clear summary when additional follow-up by other teams is needed. • Understands and follows HIPAA guidelines and maintains member confidentiality at all times. • Ability to work from a secure, distraction-free home office with reliable internet, and the discipline to succeed in a remote environment. • Must be able to complete the 3-week paid training period with no planned time off permitted. Training is 10 a.m. - 7 p.m. EST Monday - Friday.
Responsibilities
• Provide Member-Centered Support in a High-Volume Environment: Answer inbound calls from English and Spanish-speaking members respectfully and empathetically, using clear, plain language to help members feel confident and informed. • Resolve Core Member Issues: Address a broad range of member needs, including: • Explaining benefits coverage, cost-sharing concepts (deductibles, copays, coinsurance, and out-of-pocket maximums), and basic eligibility details in member's preferred language. • Finding and confirming in-network providers, updating account information, and providing simple status updates on existing requests. • Connecting members to available programs (such as virtual care) by guiding them through standard enrollment or scheduling steps. • Own Issues and Empower Members: Resolve clearly defined questions end-to-end using established workflows and scripting, while educating members to reduce future confusion and repeat contacts. • Leverage Tools and Resources: Navigate Included Health systems, knowledge bases, and carrier portals to research questions and identify the right next step. Accurately document interactions and follow-up actions, ensuring clear, concise notes that enable continuity of care across the team. • Deliver Consistent Quality: Meet or exceed expectations for quality audits and member satisfaction (MSAT), while clearly articulating Included Health’s mission and commitment to reducing friction in healthcare.
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