Member Services Advocate locations Home Office - California time type Full time job requisition id JR2650 Founded in 1977 as the Senior Care Action Network, SCAN began with a simple but radical idea: that older adults deserve to stay healthy and independent. That belief was championed by a group of community activists we still honor today as the “12 Angry Seniors.” Their mission continues to guide everything we do. Today, SCAN is a nonprofit health organization serving more than 500,000 people across Arizona, California, Nevada, New Mexico, Texas, and Washington, with over $8 billion in annual revenue. With nearly five decades of experience, we have built a distinctive, values-driven platform dedicated to improving care for older adults. Our work spans Medicare Advantage, fully integrated care models, primary care, care for the most medically and socially complex populations, and next-generation care delivery models. Across all of this, we are united by a shared commitment: combining compassion with discipline, innovation with stewardship, and growth with integrity. At SCAN, we believe scale should strengthen—not dilute—our mission. We are building the future of care for older adults, grounded in purpose, accountability, and respect for the people and communities we serve. Member Service Advocate Location: Remote The job Serves members by being an advocate and point of contact for member questions and concerns regarding benefits, eligibility, referrals, claims and any other aspects of plan benefits and services. Ensures member satisfaction by providing superior customer service and willingness to help at all time while maintaining a professional demeanor. You will - Provides quality customer service by apply SCAN Five Service Principles. Educates members, family, providers and caregivers regarding benefits and plan options. - Accurately explains benefits and plan options in person, via email or telephonically. - Provides follow-up with members by clarifying the customer’s issue, determining the cause, and identifying and explaining the solution. Escalates appropriate member issues to management or other departments as required. - Consistently meets and/or exceeds the departmental standards, including, but not limited to: quality, productivity, and adherence to schedule and attendance. - Responds appropriately and in a timely fashion to member/internal staff/providers by answering telephonic and written inquiries concerning benefits, eligibility, referrals, claims and all other issues following departmental policies and procedures and job aids. Takes ownership of the issue, focusing on providing solutions and options for member, as necessary through resolution of member issue. - Increases member satisfaction by following up and resolving member issues, complaints, and questions in an efficient, timely and accurate fashion; coordinates resolution with providers and other departments as needed. - Participates in member calling projects as assigned by management to support the overall SCAN goal of membership retention. - Follows policies and procedures and job aids in order to maintain efficient and complaint operations; communicates suggestions for improvement and efficiencies to management; identifies and reports problems with workflows following proper departmental procedures; actively participates in departmental staff meetings and training sessions. - Follows all appropriate Federal and State regulatory requirements and guidelines applicable to Scan Health Plan operations, as documented I company policies and procedures. Follows all HIPAA requirements. - Documents transactions by completing applicable member forms and summarizing actions taken in appropriate computer system and following standards set by the department or by other authorized individuals. - Temporarily responds to routine member questions and concerns on specific medical group call queues as part of skill development. - Contributes to team effort by accomplishing related results as needed. - Actively support the achievement of SCAN’s Vision and Goals. We seek Rebels who are curious about AI and its power to transform how we operate and serve our members. Your Qualifications - 1-2 years call center or related customer service experience, required. - 1-2 years of prior experience with Medicare benefits, including Medicare Advantage Plans preferred. - Experience in the healthcare, insurance or pharmacy industry high desirable. - Ability to maintain calm demeanor at all times, including during highly charged situations. - Data entry and general computer skills (word processing, e-mail) required. - Effective communication (oral and written) skills. Professional/pleasant telephone manner required. - Ability to handle large call volume, while providing excellent customer service at all times required. - Demonstrated efficiency/effectiveness in an environment with a high call volume. What's in it for you? - Base Pay Range: $20.00-$21.50 - Work Mode: Remote - An annual employee bonus program - Robust Wellness Program - Generous paid-time-off (PTO)- 11 paid holidays per year, 1 floating holiday, birthday off, and 2 volunteer days - Excellent 401(k) Retirement Saving Plan with employer match - Robust employee recognition program - Tuition reimbursement - An opportunity to become part of a team that makes a difference to our members and our community every day! We're always looking for talented people to join our team!  Qualified applicants are encouraged to apply now! At SCAN we believe that it is our business to improve the state of our world. Each of us has a responsibility to drive Equality in our communities and workplaces. We are committed to creating a workforce that reflects our community through inclusive programs and initiatives such as equal pay, employee resource groups, inclusive benefits, and more.  SCAN is proud to be an Equal Employment Opportunity and Affirmative Action workplace. Individuals seeking employment will receive consideration for employment without regard to race, color, national origin, religion, age, sex (including pregnancy, childbirth or related medical conditions), sexual orientation, gender perception or identity, age, marital status, disability, protected veteran status or any other status protected by law. A background check is required. #LI-JR1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

Role Description We are currently seeking a Client Intake Specialist to support critical client onboarding and conflicts review functions that are essential to delivering timely and accurate service across the firm. The ideal candidate is organized and collaborative, with strong judgment and the ability to analyze information, identify issues, and communicate clearly with a range of stakeholders. This position is eligible for remote work in: - Charleston, WV - Cincinnati, OH - Columbus, OH - Dallas, TX - Denver, CO - Florence, KY - Houston, TX - Indianapolis, IN - Lexington, KY - Los Angeles, CA - Louisville, KY - Nashville, TN - Orange County, CA - Pittsburgh, PA - West Chester, OH The preferred schedule for this position is based on location: - 12:00 p.m. to 8:00 p.m. Eastern Time - 11:00 a.m. to 7:00 p.m. Central Time - 10:00 a.m. to 6:00 p.m. Mountain Time - 9:00 a.m. to 5:00 p.m. Pacific Time Flexibility is needed to support business needs. Qualifications - Bachelor’s Degree preferred, or equivalent combination of education and relevant experience. - Minimum three years of experience in research. - Proficiency in Microsoft Office applications, including Word and Outlook, along with experience working with databases. Requirements - Ability to develop and execute search strategies to obtain accurate results from electronic databases. - Ability to synthesize complex or diverse information, to collect and research data and to use intuition and experience to analyze data. - Strong customer service skills, with the ability to respond promptly and professionally to requests from employees at all levels, including in challenging situations. - Ability to produce clear and concise written communications, including conflicts report summaries and email correspondence. - Strong attention to detail, with accurate and efficient data entry skills. - Ability to follow instructions provided in various formats and apply sound judgment in resolving routine problems with multiple variables. - Ability to deliver exceptional client service, demonstrate flexibility, adapt to changes, and work in a team-oriented environment. Benefits - Competitive salary - Comprehensive benefits package, including health care coverage (medical, dental, and vision) - Life insurance - Short- and long-term disability - Paid parental leave - Employee wellbeing and EAP programs - Paid time off - 401(k) retirement plan with employer matching and profit-sharing

Role Description This role is well suited for professionals who want to grow into greater responsibility and leadership over time within a professional environment. This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework. The role rewards initiative, consistency, and long-term contribution. This role supports a growing financial services organization by delivering structured financial education and guiding individuals through a standardized engagement process. The position emphasizes professionalism, consistency, and long-term relationship building. No prior financial services experience is required. Comprehensive training and licensing support are provided. Key Responsibilities - Deliver structured financial education through virtual meetings - Explain financial concepts related to protection, accumulation, and long-term planning - Support individuals through a standardized, needs-based process - Maintain accurate documentation and adhere to compliance standards - Participate in ongoing training and professional development Qualifications - Bachelor's degree preferred or equivalent professional experience - Strong communication skills and professional presence - Ability to work independently in a remote environment - Willingness to obtain required state licensing (training provided) - Successful completion of a background check Benefits - Performance-based compensation structure - Remote work with flexible scheduling - Licensing assistance and structured onboarding - Clear advancement opportunities Career Path Advancement into senior specialist, leadership, or training roles based on performance.

Title: Senior Member Services Representative Location: United States Job Description: Connexus Credit Union - Who We Are: Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest. As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve. Connexus offers an Amazing Benefits package: - 20 days of paid time off and 10 paid holidays - 16 hours of paid Volunteer Time Off - 401K Retirement with up to 6% employer match - Excellent Health, Dental, Vision insurance, including multiple plan options - Health Savings Account with generous employer contributions - Employer paid Life insurance, Short-Term and Long-Term Disability - Tuition Reimbursement from $4,000 - $7,000 per calendar year - Robust Learning and Development program that includes an annual professional development stipend Starting wage of $19.00/hr. and higher based on prior experience! Bring your customer service experience and we will give you the tools and training to achieve excellence. If you have a hunger to learn and positive energy, join us for bankers' hours with teams and leaders who want you to be your personal and professional best. Responsibilities: - Builds and maintains professional relationships with members and colleagues, leveraging interpersonal skills to achieve mutually beneficial outcomes. - As the first point of contact for our members, provide best in class service and make informed recommendations to help our members achieve their financial goals. - Promptly and accurately assists members at the counter, drive-up, phone or via mail correspondence with all types of financial transactions, while keeping information in the strictest confidence. - Educate our members about opportunities to enhance their financial landscape, while promoting Connexus products, services or policies. - Develop working knowledge of deposit and loan products, accurately open deposit accounts and loans, and upsell where appropriate to effectively build relationships. - Research, troubleshoot and resolve complex member inquiries about credit union services and accounts. - Assist Branch Manager and Supervisor with compliance duties, such as vault and TCR audits. - Mentor, onboard, and help train new Member Services Representatives. - Complete member transactions accurately and efficiently, adhering to department, organizational and federal guidelines and procedures. - Operate and balance cash drawer daily with minimal balancing errors. - Monitor and respond as needed in chat queues in order to achieve interdepartmental synergy and provide members with a seamless experience, regardless of their contact channel. - Protect member and credit union assets through risk mitigation, fraud prevention and confidentiality. - Achieve individual performance goals as assigned and positively contribute to branch goal attainment. - Protect member and credit union assets and mitigate risk by identifying and preventing fraudulent or suspicious activity. - Perform other duties, branch support and projects as assigned. Position Requirements: - Demonstrated knowledge of basic math skills and cash handling experience to count cash and balance cash drawer accurately and proficiently is Required. - 2+ years of work experience in a sales, retail or customer service environment with demonstrated success in achieving established goals by using independent judgment is preferred. - Prior experience working in a credit union or bank as a member service representative or teller is beneficial but not required as we are willing to train. - Follows established routines under close supervision. - Evidence of excellent verbal communication skills along with an outgoing personality that demonstrates a positive, friendly and energetic attitude. - Ability to remain calm under pressure and to be entrusted with the handling of confidential and personal matters. - Demonstrated ability to be a team player, with willingness to work in a fast- paced, flexible environment. - Ability to travel to other branches within the area as necessary. Connexus Credit Union's Employer Recognitions: - 2026 Best Place to Work in IT, Computer World Equal Opportunity Employer/Disabled/Veterans/41 CFR 60-1.4, 41 CFR 60-1.35