Membership Retention Specialist
Core
Drive patient retention and re-engagement by reaching out to disenrolled members and ensuring new patients complete onboarding and attend their first appointment within 30 days.
Role type
Membership Retention Specialist (Healthcare Operations)
Builds
Patient retention and onboarding workflows for a primary care provider
Domain
Healthcare (Medicare Advantage/Senior Care)
Required skills
Patient retention strategies, CRM management, Medicare program knowledge, sales operations support, data analysis, stakeholder collaboration, report generation, multi-tasking, Microsoft Office Suite proficiency, telephone communication
Preferred skills
Experience with Medicare Advantage population, value-based healthcare provider experience, bilingual (English/Spanish)
Technologies
CRM tools, Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Responsibilities
Reaches out to 100% of disenrolled patients to coordinate re-engagement; ensures new patients complete onboarding and attend first appointment within 30 days; supports outreach during AEP, OEP, and SEP enrollment periods; develops reports to analyze disenrollment reasons; collaborates with center and sales leaders to implement retention strategies; monitors onboarding metrics.
Seniority
Mid-level individual contributor