Member Experience Associate

United StatesRemoteFull-timemid

Finance & AccountingPersonal Banker

1 views0 saves0 applied

Apply Now

Quick Summary

Key Responsibilities

Maintain attention to detail across client communications, documentation, research, and data entry while managing competing priorities in a fast-paced environment.

Requirements Summary

High school diploma or equivalent. Professional experience: Approximately 2–4 years of relevant experience, preferably in customer service, client support, or administrative roles.

Technical Tools

Finance & AccountingPersonal Banker

We are seeking a customer-focused Member Experience Associate to deliver exceptional service and support to clients in a remote environment. In this role, you will serve as a key point of contact, responding to inquiries, coordinating appointments, and helping clients navigate service-related needs. You will conduct research on healthcare providers and prescriptions, process claims, and ensure client information remains accurate and up to date. Through proactive communication and careful follow-up, you will build trusted relationships and help ensure a smooth, personalized member experience. You will also advocate for clients when service challenges arise, working to resolve concerns efficiently and professionally. This full-time opportunity is ideal for an organized, detail-oriented individual who enjoys helping people, managing multiple priorities, and contributing to a collaborative service team.

Client inquiry management: Respond to client questions and requests by phone, email, fax, and other appropriate communication channels, ensuring timely, accurate, and professional service.

Research and information gathering: Conduct online research on healthcare providers, doctors, and prescriptions to support client inquiries and provide relevant information.

Appointment coordination: Make outbound calls to confirm appointments, verify essential information, and ensure clients and advisors are prepared for scheduled meetings.

Relationship building: Develop positive, trusting relationships with clients through attentive communication, collaboration, and a commitment to delivering a high-quality service experience.

Database maintenance: Update and maintain the client Customer Service Representative (CSR) database, ensuring records are accurate, complete, and current.

Claims processing: Process claims on behalf of clients, following established procedures and maintaining accuracy throughout the process.

Client advocacy and escalation management: Represent client interests when service challenges arise, escalate concerns appropriately, and collaborate with relevant teams to support effective resolution.

Administrative support: Manage day-to-day administrative responsibilities and contribute to additional tasks, projects, and initiatives as assigned by the CRM.

Service quality and organization: Maintain attention to detail across client communications, documentation, research, and data entry while managing competing priorities in a fast-paced environment.

Requirements

~1 min read

Education: High school diploma or equivalent.

Professional experience: Approximately 2–4 years of relevant experience, preferably in customer service, client support, or administrative roles.

Customer service skills: Demonstrated ability to respond to inquiries professionally, build positive relationships, manage client expectations, and address service concerns effectively.

Communication: Excellent verbal and written communication skills, with a professional and courteous approach to phone calls, emails, and other client interactions.

Technical proficiency: Working knowledge of Microsoft Office, particularly Excel, with the ability to manage information, maintain records, and perform routine administrative tasks.

Technology adaptability: Willingness and ability to learn proprietary software, client management databases, and other internal systems.

Organization and multitasking: Strong organizational skills and the ability to manage multiple requests, prioritize tasks, and meet deadlines in a fast-paced environment.

Attention to detail: Commitment to accuracy when verifying client information, updating databases, conducting research, and processing claims.

Problem-solving and initiative: Ability to investigate questions, identify appropriate next steps, and escalate issues when necessary.

Client-focused mindset: Empathy, patience, reliability, and a genuine interest in helping clients receive timely and effective support.

Team collaboration: Ability to work effectively with colleagues and other stakeholders while remaining accountable for individual responsibilities.

What We Offer

~2 min read

Competitive compensation: A competitive compensation package, with specific salary details to be confirmed during the recruitment process.

Full-time remote work: The opportunity to work remotely from within the United States.

Career development: Opportunities to develop new skills, expand professional experience, and pursue career growth within a growing organization.

Supportive work environment: A collaborative, people-focused culture that emphasizes teamwork, employee support, and professional development.

Meaningful work: The opportunity to make a positive difference by helping clients navigate service needs and access relevant support.

Employee benefits: Access to a benefits package designed to support employees and their families; specific coverage and eligibility details should be confirmed with the hiring team.

How Jobgether works:

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

Why Apply Through Jobgether?

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

#LI-CL1

✓Competitive compensation: A competitive compensation package, with specific salary details to be confirmed during the recruitment process.

✓Full-time remote work: The opportunity to work remotely from within the United States.

✓Career development: Opportunities to develop new skills, expand professional experience, and pursue career growth within a growing organization.

✓Supportive work environment: A collaborative, people-focused culture that emphasizes teamwork, employee support, and professional development.

✓Meaningful work: The opportunity to make a positive difference by helping clients navigate service needs and access relevant support.

✓Employee benefits: Access to a benefits package designed to support employees and their families; specific coverage and eligibility details should be confirmed with the hiring team.