The representative will handle 65-75+ inbound calls daily, assisting members with applications, payment adjustments, and loan approval processes while providing empathetic and professional support. They must simplify complex financial concepts, understand member goals, and proactively present relevant Company products and digital experiences.

This role involves performing complex administrative duties for patients needing appointments, procedures, and ancillary services in an ambulatory setting, which includes greeting visitors, verifying information, and collecting co-payments. Key tasks also involve scheduling urgent care appointments, arranging associated tests, collaborating with insurers for prior authorizations, and maintaining accurate patient records.

As a member of the client services team, the specialist will serve on the front line of support for Democratic campaigns, parties, PACs, and progressive organizations using the company's tools. Responsibilities include providing exceptional customer service, conducting web-based training, and onboarding new customers onto the tools.

The coordinator will serve as a support liaison for clients, partnering with assigned advisors to ensure timely communication and organized coordination throughout the client journey. Key duties include responding to inquiries professionally, coordinating scheduling and follow-ups, and tracking client records for accuracy.