Job Description

Job Title: Member Advocate

Location: Onsite – Dallas, TX 75244

Job Type: Full-Time

Position Summary:

Are you a customer-service focused, detail-oriented professional looking to join a fast-paced financial advocacy group experiencing tremendous growth? If so, you may be the perfect fit for our team! As a Member Advocate , you will support our members in accessing funding programs to obtain their prescribed specialty medications. You will assist members throughout the enrollment process, ensuring timely access to available funding through proactive follow-up with members, pharmacies, and healthcare providers—while also supporting therapy adherence.

Our Advocates serve as direct representatives of our organization and play a vital role in our overall success.

Key Responsibilities:

• Ensure members meet eligibility requirements for financial assistance programs.
• Guide members and physician staff through completing applications and required forms.
• Track and confirm submission and receipt of documentation with providers, pharmacies, and funding programs.
• Maintain ongoing communication with all stakeholders to manage case status.
• Document all activities and communications accurately in Salesforce.
• Respond to inbound calls from members, providers, and program representatives.
• Initiate outbound calls for follow-ups, reprocessing needs, and application tracking.
• Understand and explain insurance benefits, claim rejection codes, and program processes.
• Support therapy adherence by coordinating with members and healthcare providers.
• Work in various systems, including Salesforce, Microsoft Office, SharePoint, and other healthcare portals.

Daily Workflow:

• Assigned daily task queue based on your team.
• Teams vary: some focus on email/portal work, others handle more complex or high-touch service needs.
• Mixture of inbound and outbound calls—average 30 calls/day , depending on role and season.
• Responsibilities remain consistent day-to-day.
• You will stay on the same team you’re initially assigned to.

Software & Systems Used:

• Salesforce
• Microsoft Office Suite
• Genesis (Phone System)
• SharePoint
• Program-specific portals

Performance Metrics:

• Attendance – Reliability is essential.
• Task Completion – Daily tasks must be completed efficiently.
• Quality & Accuracy – Low error rate and high-quality documentation.
• Productivity – Maintain call and task volumes aligned with team standards.
• Proactiveness – Once tasks are complete, seek out ways to contribute further—don’t just sit idle.

We're looking for individuals who are self-starters with a team mindset —people who will jump in and help where needed to keep things moving.

What We’re Looking For:

• Strong customer service and communication skills.
• Attention to detail and comfort working with data and documentation.
• Ability to multitask and stay organized in a metrics-driven environment.
• Experience in healthcare, insurance, or pharmacy support is a plus.

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