Client Outreach Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Provide education to potential clients about the enrollment process and address any concerns that may hinder their booking.

• Oversee outbound communications to assist prospective clients in establishing care and scheduling their initial session.

• Encourage disengaged patients to initiate care and set up their first appointment.

• Determine client needs and deliver clear, accessible mental health information.

• Promote clinical utilization and care compliance to enhance health outcomes.

• Confirm insurance eligibility and benefits.

• Accurately and promptly document client activities in the CRM and patient portal.

• Familiarize yourself with the Two Chairs care model and client journey.

• Independently manage client interactions utilizing client portal and CRM tools.

• Contribute to enrollment and scheduling objectives and efficient provider matching.

• Address the reasons why prospective clients may not enter care.

• Maintain high-quality and responsive communications with clients.

⛳️ Requirements

• Experience in healthcare customer service or in complex, fast-paced support environments.

• Familiarity with CRM tools or patient portals for managing workflows and communications.

• Excellent verbal and written communication skills, with the ability to simplify intricate information for clients.

• A collaborative attitude and the capability to work efficiently within a team setting.

• Reliability, adaptability, and a proactive mindset for problem-solving.

• Capacity to manage high-volume, dynamic workflows while maintaining empathy and attention to detail.

• Must have authorization to work for any employer in the U.S.; employment visa sponsorship is not available.

🏝️ Benefits

• Paid time off, which includes nine paid holidays and an additional Winter Office Closure from Christmas Day (Observed) through New Year's Day.

• Comprehensive medical, dental, and vision insurance coverage.

• Options for 401(k) retirement savings.

• One-time reimbursement of $200 for work-from-home expenses.

• Annual stipend of $1,000 for productivity and wellness to support your personal and professional aspirations.

• Annual subsidized company contribution of $500 towards your healthcare FSA or HSA.

• Paid parental leave.