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Customer care advocate skills for your resume and career

Updated January 8, 2025

5 min read

Quoted expert

Sally Hiott B.S. MBA, DBA

Below we've compiled a list of the most critical customer care advocate skills. We ranked the top skills for customer care advocates based on the percentage of resumes they appeared on. For example, 12.7% of customer care advocate resumes contained patients as a skill. Continue reading to find out what skills a customer care advocate needs to be successful in the workplace.

15 customer care advocate skills for your resume and career

1. Patients

Here's how customer care advocates use patients:

Telephoned insurance companies to verify patients coverage and to obtain information concerning extent of benefits.
Provide pricing information to negotiate with and explain financial responsibility to third-party payers or patients.

2. Scheduling Appointments

Scheduling appointments is the practice of finding a free slot with the person(s) you want to meet. The process of scheduling appointments involves finding mutually free time, negotiating follow-ups, sending reminders, and creating new appointments. Scheduling appointments is important to ensure that the timings of consecutive meetings do not clash with each other.

Here's how customer care advocates use scheduling appointments:

Claim research and adjustment, verifying and scheduling appointments with medical offices, ensuring that Medicare recipients understand their coverage.
Operate telephone to answer, screen and forward calls, providing information, taking messages and scheduling appointments.

3. Data Entry

Data entry means entering data into a company's system with the help of a keyboard. A person responsible for entering data may also be asked to verify the authenticity of the data being entered. A person doing data entry must pay great attention to tiny details.

Here's how customer care advocates use data entry:

Maintained the cancellation and confirmation number data entry for all reservations.
Performed Data Entry of all information obtained into intrepid software.

4. Outbound Calls

An outbound call is made by the call center representative to the customers on behalf of the company. Such calls help increase sales and generate revenue for the organization.

Here's how customer care advocates use outbound calls:

Conducted outbound calls to current customers insure customer satisfaction with security system and client service.
Answered inbound and outbound calls on behalf of United Health Care with strict adherence to confidentiality agreements and policies and procedures.

5. HIPAA

Here's how customer care advocates use hipaa:

Controlled and monitored the release of confidential documents under the Health Insurance Portability and Accountability and Act (HIPAA).
Ensured all HIPAA and State requirements/regulations were adhered too at all times, in existing and future lines of business.

6. Home Health

Here's how customer care advocates use home health:

Worked in Home Health independently on the phone providing support and in the community making home visits to individuals and families.
Review & approve SNF & AIR admissions, home health services, DME, following Medicare guidelines.

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7. Customer Care

Customer care, also known as customer service, is a one-to-one interaction between the consumer of a company and its representative.

Here's how customer care advocates use customer care:

Use common customer feedback to identify opportunities to continuously improve the customer experience and drive efficiency in delivering unrivaled customer care.
Prepared detailed shipping documentation and labeling for customer delivery, shipment tracking and customer care follow-up.

8. CRM

CRM stands for Customer relationship management and it is a complete process through which a business or organization monitors and administers its interactions with the customers. A process in which large amounts of data are collected through marketing via a company's website, polls, surveys, and other social media applications. The basic goal of CRM is to target the right audience for their product, and then fulfill their needs, to increase the sales and revenue of the company.

Here's how customer care advocates use crm:

Maintained customers contact activity in CRM and performed monthly analysis of customer special projects.
Entered data for service requests quickly and accurately into Microsoft CRM and edited service calls in Microsoft Dynamics: Great Plains.

9. Health Insurance

Here's how customer care advocates use health insurance:

Received inbound calls and assisted members and providers with health insurance premiums, eligibility and explanation and summary of benefits.
Answered questions regarding the patient's eligibility to receive benefits associated with their individual or company sponsored health insurance plan

10. Strong Computer

Here's how customer care advocates use strong computer:

Utilized organizational and strong computer skills to ensure that orders from the other customer service representatives were entered correctly for manufacturing.
Assisted individuals with insurance coverage- Developed strong computer skills including Microsoft Office software- Provided excellent customer service experience

11. Mental Health

Mental health is the state of wellbeing in which an individual can cope with the regular stresses and tensions of life, and can work productively without having any emotional or psychological breakdown. Mental health is essential for a person of any age and helps them make the right decisions in their life.

Here's how customer care advocates use mental health:

Facilitated the delivery of quality client care by approving inpatient mental health/substance use treatment with utilization review for stay.
Authorized and reviewed utilization of mental health and substance abuse services provided in inpatient and intermediate care settings.

12. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how customer care advocates use customer service:

Help Desk Representative providing legal and professional guidance as well as instruction to Customer Service Representatives of all levels assisting customers.
Answered inbound calls for Customer Service Resolved customer complaints via email Approved replacement requests for technicians Set appointments for technician repair

14. Customer Interaction

Customer interaction is communication between a company and its customers. Through customer interaction, a company is able to solve the various queries its customers have, convey different packages, and range of services provided by the company, and receive suggestions from the customers.

Here's how customer care advocates use customer interaction:

Assumed full accountability and ownership of each customer interaction by providing appropriate documentation and follow-up to both the customer and management.
Provide and receive feedback to/from management to improve billing systems processes and customer interaction.

15. Flyers

Here's how customer care advocates use flyers:

Assist with Million Mile Flyers.
Create flyers, bulletin boards, presentations, and events to promote a wide range of library resources across Advocate Healthcare.

5 Customer Care Advocate resume examples

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What skills help Customer Care Advocates find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What customer care advocate skills would you recommend for someone trying to advance their career?

Sally Hiott B.S. MBA, DBA

Assistant Professor of Marketing, Charleston Southern University

To stay flexible! The workplace is constantly changing and to be a good employee you need to recognize this. Being agreeable to change and willing to take on more than your job description lines you up for larger opportunities when they arise.

Do you want to know more?

List of customer care advocate skills to add to your resume

The most important skills for a customer care advocate resume and required skills for a customer care advocate to have include:

Patients
Scheduling Appointments
Data Entry
Outbound Calls
HIPAA
Home Health
Customer Care
CRM
Health Insurance
Strong Computer
Mental Health
Customer Service
Social Work
Customer Interaction
Flyers
Technical Issues

Punctuality
Windows
Medicaid
Customer Inquiries
Inbound Phone Calls
Customer Complaints
PowerPoint
Credit Card
Customer Support
Call Handling
Walkers
Patient Care
Quality Standards
Inbound Customer Calls
Billing Issues
Customer Accounts

Product Knowledge
Customer Loyalty
Customer Satisfaction
Insurance Benefits
Customer Issues
Service Calls
Customer Orders
Telephone Calls
Catheter
Problem Resolution
Medical Claims
Customer Feedback
Computer System
Quality Customer Service
Billing Inquiries
Payment Arrangements

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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