This page tracks remote advocate openings that are location-eligible for California.
Open jobs
7
Hiring companies this week
3
Salary sample
$20 - $70,000
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7 Jobs
7 Companies
Empowering primary care practices to deliver the highest quality care to underserved patients
• Conduct structured virtual eligibility assessments with patients and caregivers to confirm SSI/SSDI eligibility and gather the information needed to move applications forward • Request, compile, and review medical records from relevant providers, and prepare medical summary reports for submission to the Social Security Administration (SSA) and Disability Determination Services (DDS) • Submit completed applications to the SSA and DDS, and serve as the designated SSA Representative for patients without legal representation • Manage ongoing weekly outreach calls with patients to provide status updates, address questions, and keep the application process on track • Coordinate with Patient Enrollment Specialists and Health Coaches to support patients who need additional engagement or care coordination touchpoints • Handle administrative responsibilities associated with the program, including PO box management and documentation tracking, with accuracy and follow-through • Leverage AI-assisted tools to support records review and medical summary writing, with a clear understanding of when to verify outputs and how to use these tools in a HIPAA-compliant manner • Partner with internal teams to flag workflow gaps, share patient insights, and contribute to the continued development of scalable, compliant benefits enrollment processes
• Relationship Management: Proactively communicate with a pipeline of borrowers, ensuring they have a clear understanding of their loan terms, servicing processes, and post-closing responsibilities. • Project Support: Monitor project progress from the borrower's perspective and provide support for challenges like project delays or budget overruns. • Issue Resolution: Investigate and resolve all post-closing borrower inquiries and disputes related to servicing, payments, and loan modifications. Advocate for the borrower's needs internally, escalating complex issues to management as needed. • Payment & Account Assistance: Help borrowers understand their statements, payment schedules, and online portal access. Address questions related to interest accrual, principal reduction, and payoff statements. • Default Prevention: Proactively reach out to at-risk borrowers to prevent loans from defaulting. Collaborate with servicing and compliance teams to develop and implement default prevention strategies. • Internal Collaboration: Work closely with cross-functional teams (e.g., servicing operations, special servicing, payment operations, construction) to ensure a cohesive borrower experience. Provide feedback on common borrower challenges to improve processes and represent the borrower's perspective in internal meetings. • Communication & Education: Provide clear and concise communication regarding loan status, draw disbursements, and payment reminders. Educate borrowers on best practices for managing their projects post-funding and develop helpful resources like FAQs. • Documentation: Accurately document all customer interactions in the system of record.
• Assist clients in navigating healthcare, elder care, and community support systems • Provide education and guidance regarding healthcare services, benefits, care options, and available resources • Support clients and family members in understanding healthcare processes and advocating for their own care needs • Research and identify appropriate resources, referrals, and support services based on individual client circumstances • Maintain accurate documentation of client interactions and resource recommendations • Communicate effectively with clients, healthcare providers, community agencies, and other stakeholders while adhering to confidentiality requirements • Collaborate with internal teams and external organizations as needed to support client outcomes
EPIC Insurance Brokers & Consultants is an employee benefits and retail property and casualty insurance brokerage and consultancy. Headquartered in San Francisc
• Answering phones and responding to emails • Timely follow up to members • Administrative tasks as needed • Working closely with other team members and account service teams
• Answer a broad range of inbound calls (in support of clients) in a professional, energetic, and positive manner • Respond accurately and thoroughly to caller inquiries and document call detail accordingly • Must be a resourceful and creative problem solver who can work with members of the team to find solutions • Ensure compliance in all areas of processing, completing all transactions timely and accurately • Take accountability for entire process from receipt of work to resolution • Work under general supervision following established procedures
We're here for all school employees! Helping them live better and retire happier.
• Process annuity new business and in-force transactions accurately and efficiently. • Review applications to ensure all requirements are received “In Good Order” and identify any discrepancies. • Communicate effectively with the field sales team via phone and email to obtain required information. • Gain and apply knowledge of annuity processes, including ACH transactions, allocation changes, withdrawals, and surrenders. • Meet or exceed established service standards, productivity, and quality goals. • Identify opportunities for process improvement and contribute ideas to enhance operational efficiency. • Collaborate with peers and leadership to maintain workflow efficiency and service excellence.
• Manage a high volume of complex customer retention interactions with exceptional autonomy and precision, handling the most challenging save opportunities and escalated cases • Serve as a subject matter expert (SME) in retention strategies, advanced negotiation, and value-based selling across the organization • Demonstrate mastery in diagnosing customer motivations, competitive dynamics, and behavioral triggers to drive renewal decisions • Lead by example through consistent top-tier performance and adherence to Fetch’s mission of extending and deepening customer relationships • Partner with Retention leadership to pilot new strategies, messaging frameworks, and process enhancements that improve overall save rates • Support training, coaching, and calibration sessions by sharing insights, call recordings, and best practices with peers and new hires • Collaborate with internal stakeholders across Operations, Product, and Marketing to represent the customer voice and influence retention initiatives • Identify emerging customer trends and competitive threats through data and frontline feedback, providing actionable recommendations to leadership • Handle escalations that require complex problem-solving, policy knowledge, and high-level communication to achieve positive outcomes for both the customer and the company • Maintain exceptional accuracy and completeness in documentation, ensuring all retention-related data is usable for performance and quality insights • Contribute to ongoing process improvement initiatives, recommending and testing solutions that enhance both efficiency and customer satisfaction • Must be able to work a minimum of the 40-hour work week with varied shifts and occasional weekend time
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