Customer Care Advocate I

Tebra only initiates contact with candidates via email from an official Tebra email address (@ tebra.com , @ patientpop.com , or @ kareo.com ) or through our applicant tracking system, Greenhouse. We will only ask you to provide sensitive personal information through our official application portal — not via social media or text message. We do not conduct interviews via instant messaging. About the Role The Customer Care Advocate I is responsible for delivering high-quality, accurate resolutions to customers while adhering to stipulated policies and procedures. This role emphasizes troubleshooting issues, providing proactive solutions, and ensuring customer satisfaction. Successful representatives will leverage product knowledge, communication skills, and available tools to resolve inquiries efficiently, meet performance metrics, and contribute to a collaborative team environment. Your Area of Focus Handle a high volume of inbound calls daily, ensuring timely and accurate responses to customer inquiries. Maintain a positive, empathetic, and professional attitude toward customers at all times. Respond promptly and accurately to customer inquiries, utilizing critical thinking skills to identify and address root causes of issues, demonstrating effective troubleshooting skills. Communicate effectively with customers through phone, email, and chat, asking targeted questions to gain a full understanding of their concerns and ensuring clarity and understanding. Acknowledge and resolve customer inquiries by demonstrating active listening, understanding their concerns, and delivering tailored solutions that address their needs effectively. Document and maintain detailed records of customer interactions, transactions, comments, and complaints for effective issue tracking. Collaborate and communicate with team members and leadership to resolve complex or recurring issues and coordinate with colleagues as necessary. Consistently follows schedules, WFM guidance, and operational protocols while balancing customer needs and queue health. Meet or exceed established performance metrics, including customer satisfaction, resolution time, and quality benchmarks. Ensure customer satisfaction and provide professional customer support. Contribute to a culture of continuous improvement by identifying and advocating for process and tool enhancements. Actively participate in ongoing training, certification programs, and skill development to continuously strengthen product knowledge, enhance customer service capabilities, and support operational excellence. Ensure strict adherence to HIPAA and healthcare data security regulations in all customer interactions and data handling. Professional Qualifications U.S. healthcare and /or U.S. healthcare billing experience is highly desired Demonstrated ability to troubleshoot and resolve technical issues independently and effectively. Proven ability to remain calm, resourceful, and empathetic under pressure or in challenging customer interactions. Strong verbal and written English communication skills, with a focus on clarity and customer understanding. High school diploma, general education degree, or equivalent. Proficiency in multitasking by handling multiple conversations, systems, and tasks simultaneously while maintaining high-quality performance. Typing speed and accuracy sufficient to capture detailed notes and engage in real-time communication with customers effectively. Strong soft skills, including active listening, adaptability, and the ability to understand and respond to customer emotions effectively, contribute to a positive customer experience. Proficiency in using customer support tools, ticketing systems, and software applications. Strong initiative and performance-driven, with a track record of meeting or exceeding performance metrics. Team player with the ability to collaborate effectively while maintaining individual accountability. Desirable: Experience working in technical support or working with cloud-based software solutions. Costa Rica: Ability to work from home required, must meet and maintain compliance with Occupational Health and Safety requirements and adhere to Work from Home Agreement. If unable to meet and maintain requirements, on-site office work will be required. U.S: Must adhere to Company Remote Work Policy. (For Recruiter use only) #LI-TN1 #LI-Hybrid About Tebra Tebra is the only all-in-one EHR+ platform built exclusively for independent healthcare practices. Designed to replace the clunky, fragmented tools built for corporate systems, Tebra connects EHR software, billing, automation, telehealth solution, and marketing — so providers can spend less time on admin and more time with patients. More than 42,000 private practices trust Tebra to streamline operations, increase revenue, and reduce burnout — helping clinicians leave work on time and rediscover their purpose. Learn more at www.tebra.com . Our Values Start with the Customer We get to know our customers - and their patients - and look at the world through their lens. Keep It Simple Healthcare is too complex. We aim to simplify it for everyone. Stay Entrepreneurial We reject the status quo and solve problems with creativity, perseverance, and a bias to action. Better Together We are diverse, humble, and collaborative. We put the team first and win together. Celebrate Success Life is short and joy is underrated. We take time to have fun and celebrate success. Perks & Benefits United States: In addition to our healthcare benefits, we also offer amazing perks! Need work from home basics? We offer a discount through Dell! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for a great workout, or TelusEmployee Assistance Program to find mental health resources, along with other resources for everyday occurrences. Costa Rica: To assist with all of life’s needs, Tebra also offers a wellness and childcare subsidy and a University/Education discount! We also offer a number of resources to help you keep your mind and body healthy. Check out Gympass for access to health and fitness apps, or Telus Employee Assistance Program to find mental health resources, along with other resources for everyday occurrences. Compliance & Privacy Disclosures NOTE: Tebra is an equal opportunity employer. All applicants will be considered for employment without attention to age, race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status. California residents who apply or are recruited for a job with us: please carefully review our California-specific Privacy Notice under the California Consumer Protection Act here: https://www.tebra.com/privacy-policy/california-supplemental-notice/ If you would like to report a fraudulent Tebra job posting, please contact us at [email protected] and consider reporting your experience to the FBI's Internet Crime Complaint Center or the Better Business Bureau to help keep others safe online, too. As part of our commitment to a fair and efficient hiring process, Tebra utilizes BrightHire, an interview intelligence platform, for our phone and video screenings. This technology records and transcribes interviews to help us ensure consistency, reduce bias, and make more informed hiring decisions. By applying for this position, you acknowledge that your interview may be recorded.