Member Growth and Onboarding Coordinator
Core
Guide new patients from acquisition to their first appointment and drive retention efforts for disenrolled members.
Role type
Member Growth and Onboarding Coordinator
Builds
Patient onboarding workflows and retention strategies
Domain
Healthcare (Medicare Advantage)
Deliverable
product features
Required skills
patient onboarding management, patient retention strategies, CRM management, data analysis, stakeholder collaboration, enrollment period coordination, Microsoft Office Suite proficiency, sales operations understanding, center operations understanding, problem solving, time management, organizational skills, analytical skills, facilitation, communication, telephone communication, travel management
Preferred skills
Medicare Advantage population experience, value-based healthcare provider experience, bilingual communication
Technologies
CRM tools, Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Responsibilities
Ensure new patients complete onboarding and attend first appointment within 30 days, coordinate re-engagement for disenrolled patients, develop and use tracking tools to identify challenges, monitor onboarding metrics, support outreach during AEP/OEP/SEP periods, maintain CRM tools, provide updates to market leaders on retention outcomes.
Seniority
Individual Contributor, entry-to-mid level