Customer Solutions Advocate

Bardavon-Health-Innovations,-LLC; United States; Remote; USD 37,000 - 42,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Paid time off

Job summary

Bardavon Health Innovations seeks a Customer Solutions Advocate to coordinate therapy referrals and service delivery for injured workers. You will work with providers, adjusters, and internal teams to ensure timely, accurate processing and adherence to SLAs and KPIs.

The role emphasizes exceptional customer service, data accuracy, and compliance across federal and state regulations, with opportunities to leverage CRM tools and multiple systems in a collaborative environment.

Qualifications

• Must have strong customer service skills and the ability to manage multiple tasks simultaneously.
• Experience using CRM tools and common business software.
• Proficiency with Word and Excel for data entry and reporting.

Responsibilities

• Serve as primary contact for coordinating therapy services with injured workers and providers.
• Process referrals to ensure adherence to procedures and SLAs.
• Maintain compliance with company policies and state/federal regulations.
• Communicate case progress clearly via phone, email, and CRM systems.
• Data entry with high accuracy and timely updates across systems.

Skills

Customer service

Communication

Multitasking

Education

High School diploma

Tools

Word

Excel

CRM tools

Salesforce

Job description

We hire exceptional people who are exceptional at their jobs. We are dreamers. We are driven, idealistic, committed, and optimistic. As a company, we are irreverent about the status quo and confident in our ability to change the Workers’ Compensation industry and healthcare in America.

What You’ll Do:

The Customer Solutions Advocate contributes to the department’s efforts to receive, process, and place referrals with approved network providers according to Federal, State, Client and Company regulations and procedures. As part of the placement processes, work with internal and external stakeholders to ensure timely and accurate delivery of services, achievement of service level agreements and departmental key performance indicators. Placement processes include: receiving inbound referrals, opening new cases, making outbound calls, accepting inbound calls, requesting pertinent information, timely processing of data in company systems, and follow up activities so support a successful placement.

• Serves as primary contact for the coordination of therapy services with the injured worker in a high-volume and high-contact environment
• Provides exceptional customer experience to injured workers, adjusters, case managers, therapy providers as well as internal business partners
• Processes and manages assigned referrals to ensure all company procedures are followed while exceeding client expectations, SLAs, and team and individual KPIs
• Maintain compliance with all company and departmental policies and procedures
• Maintain compliance with State and Federal laws and regulations
• Provides timely and accurate communication on cases by leveraging phones, fax, email, CRM, and company-specific software
• Accepts inbound and outbound calls to support therapy placement activities and processes as well as stakeholder inquiries
• Data entry of essential case data is of high accuracy and meets system requirements
• Document and track support and ticket requests and ensures proper notification and resolution of issues impacting assigned cases
• Troubleshoots patient and/or customer problems, identifies issue source, and works with management on resolution if required
• Ability to multitask and handle multiple cases at one time
• Ability to critically think through opportunities to delight the customer
• Attention to detail in accurately documenting information in multiple systems
• Other duties as required/assigned

Must Have’s:

• High School diploma, prefer some college.
• Experience with multiple computer systems and programs
• Proficiency in Word, Excel, CRM tools, preferably Salesforce

Nice To Have’s:

• High attention to detail and ability to execute specific client work instructions
• Effective communication and customer service skills
• Able to work with others professionally while completing multiple tasks simultaneously and successfully
• Maintain a professional image and attitude
• Ability to effectively present information and respond to questions from managers, providers, clients, customers and the general public
• Ability to make decisions in the absence of detailed instructions and work independently or in a team environment
• Advanced reasoning and problem-solving abilities and planning skills.
• Ability to work independently and in a team environment

Compensation:

• The range of base salary for this role is between $36,600 to $42,120 plus benefits. Please note that base salary is a guideline and will vary based on factors such as work location, qualifications, skill level, and competencies. Additionally, salary is just one component of Bardavon’s total rewards package. Depending on the role, employees may also be eligible for a bonus program and/or incentive pay.

Timeline:

• Our Talent Acquisition team will review your resume and respond.
• If there is a match, we will give you a call.
• If there is not a match, we promise to let you know and will stay in touch for future roles.

We do Workers’ Comp differently.

Bardavon Health Innovations is a proactive Workers’ Compensation partner that connects all stakeholders to better manage claims and offer work readiness solutions through rehabilitation therapy. We share a holistic analysis of the claim so America’s injured workers can achieve optimized outcomes and return to full-duty employment.

Bardavon offers a complete benefits package, including medical, dental, and vision insurance; 401(k), and generous paid time off.