Ameriflex · 1 day ago
Customer Advocate
Dallas, TX
Full-time
Onsite
Entry, Mid Level
$22/hr - $22/hr
2+ years expAmeriflex is seeking a Customer Advocate to serve as the initial point of contact for plan participants. The role involves assisting participants with inquiries related to their benefits and requires excellent communication and problem-solving skills while maintaining high standards of customer service.
FinTechHealth CareInformation TechnologyPayments
Responsibilities
Serve as the first point of contact for participants on inquiries, providing timely and accurate information
Educate participants on benefits processes, assisting with plan details and HSA investment options to enable self-sufficiency
Resolve inquiries and issues, striving for first call resolution, including complaint resolution and escalations
Identify and execute necessary actions for issue resolution, setting clear and achievable expectations with participants
Document all activities for quality and metrics tracking using the Customer Relationship Management (CRM) system
Maintain professionalism and empathy in interactions, especially during difficult situations, upholding HIPAA and privacy regulations
Display consistent adherence to quality standards and service excellence in alignment with organizational values
Qualification
Required
Demonstrated success in customer service, particularly in problem resolution and asking detailed, probing questions
Ability to balance multitasking and customer focus, maintaining responsiveness and professionalism under pressure
Experience with CRM platforms and cloud-based tools (e.g., Zendesk, Amazon Connect)
Competence in documenting interactions, resolutions, and data for efficient customer follow-up and analysis
Strong written and verbal communication skills, with the ability to handle sensitive situations with empathy
Attentiveness to customer needs and an ability to anticipate and proactively address potential questions
Associate's degree or four years of experience in a customer support or service role required
Minimum 2+ years of multi-channel service experience, including chat, phone, and email in a contact center environment
Preferred
Prior healthcare, benefits administration, or insurance industry experience
Bilingual capabilities
Benefits
Medical Insurance
Vision Insurance
Dental Insurance
401(k) Matching
Flexible Spending Accounts
Health Savings Accounts
Disability & Life Insurance
Employee Assistance Program
LegalShield
ID Shield
Commuter Reimbursement Plan
Tuition Reimbursement
Bonus Pay
Wellable membership
Telescope Health (telehealth) through Accresa
Intellect (mental health) application
Employee engagement activities, including voluntary events, raffles, book club, and more!
Company
Ameriflex
Ameriflex is a payment processor for individual CDH accounts, COBRA, Compliance Services, and other notional account programs
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
William C. Short
Executive Chairman / CEO
Recent News
2025-12-02
Company data provided by crunchbase