Client Advocate

Healthmark Group • Remote, US,

1d • $45,000 - $50,000 • Remote

About The Position

The Client Advocate manages a portfolio of HealthMark Group clients and helps ensure they remain satisfied and loyal through timely, high-quality service. The role represents the client’s perspective within HealthMark and serves as a liaison between clients and cross-functional teams to support successful delivery of contracted Release of Information services and prompt resolution of issues or concerns. The Client Advocate builds trust and engagement by understanding client needs and expectations, demonstrating the value of HealthMark’s services, and sharing relevant educational information. Performance is measured by completion of role requirements, individual success metrics, and client retention and satisfaction. The position is remote and may require travel for in-person client meetings and company or team events.

The role requires regular or potential access to Protected Health Information (PHI) and confidential client data. The incumbent must follow HIPAA requirements and organizational privacy and security policies, report suspected unauthorized access or disclosure, and complete required company-sponsored and regulatory training.

Requirements

• A college degree or at least 3 years of experience working with client accounts.
• Effective, professional, and positive verbal and written communication skills.
• Ability to collaborate and communicate across functions to build relationships, solve problems, and identify shared improvements.
• Strong organizational skills and ability to coordinate resources for timely, successful onboardings and projects.
• Openness to coaching and feedback.
• Ability to work independently and remain disciplined while supporting individual and team goals.
• Ability to stay positive and composed when facing challenges, work systematically, and learn.
• Knowledge of Microsoft applications, including Excel.
• Ability to travel 25% for in-person client meetings and company- or team-mandated events.
• Ability to understand and comply with confidentiality requirements, HIPAA regulations, and organizational privacy and security policies.

Nice To Haves

• Experience with a CRM.

Responsibilities

• Serve as the official liaison for clients and ensure their needs are heard and addressed promptly.
• Understand client needs and expectations to build trust, satisfaction, and loyalty.
• Expedite client issues to reduce friction that may affect their work.
• Share relevant HealthMark educational information and tips with clients.
• Manage and track client satisfaction in HubSpot to help prevent dissatisfaction or account loss.
• Document and track client meetings, critical conversations, and reported issues in HubSpot to support follow-up and identify trends or improvement opportunities.
• Document actions taken on requests for information in MedRelease.
• Maintain knowledge of MedRelease and EMR request routing to optimize client use of services.
• Adhere to HIPAA regulations and organizational privacy and security policies, report suspected unauthorized access or disclosure of PHI, and complete required training.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed