CareerPlan

Patient Continuity and Needs Advocate

Margate, USFull-time2026-10-15 → 2026-11-11
On-site

Core

Cultivate positive patient experience and drive long-term member retention for seniors in a primary care setting.

Role type

Patient retention and enrollment specialist

Builds

Member retention and engagement programs

Domain

Healthcare / Senior care

Required skills

Medicaid enrollment, HIPAA compliance, EMR systems, Salesforce, service recovery, member attribution, eligibility processes, relationship building with seniors, insurance broker/agent liaison

Preferred skills

Experience with Medicare Advantage, knowledge of insurance brokers/agents

Technologies

EMR, Salesforce, Medallia, Microsoft Office Suite

Responsibilities

Support Medicaid enrollment and collect demographic/financial data; Identify and share opportunities to maximize medical benefits; Utilize EMR to document patient issues and maintain work queues; Engage with patients in the lobby for referrals and service recovery; Escalate service recovery issues; Leverage tools to identify members for early service recovery; Connect disenrolled members with brokers/agents for reenrollment; Report on disenrollment and engagement trends.

Seniority

Individual Contributor, mid-level (3+ years experience)