Patient Onboarding Specialist

Job Summary

To support patient growth and retention, the part-time Patient Onboarding Specialist will engage with prospective members through high-volume outreach, schedule their initial PCP visits, and ensure a smooth onboarding experience in a remote role based in the Greater Tampa Bay Area.

Key Responsibilities

• Make high-volume outbound calls to connect with prospective patients and insurance leads, and respond to inbound inquiries
• Coordinate new patient PCP appointments, assist with paperwork, and ensure seamless transfer of medical records
• Maintain accurate records of outreach and follow-ups in CRM and EHR systems, tracking outcomes for engagement strategies

Required Qualifications

• 3+ years of customer service experience, with a preference for prior sales, retail, medical office, or senior living experience
• Basic knowledge of insurance types such as HMO, PPO, and Medicare Advantage
• Valid driver's license and access to a vehicle
• Comfortable with CRMs, EMRs, and Google Suite, demonstrating strong organizational skills
• Demonstrated resilience and persistence in high-volume outreach environments