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5 hours ago
·2 applicants
Work Type: Full-time
Description
Job Title: Marketing and Back Office Agent
About the Company:
Our client is focused on providing exceptional healthcare services by building strong relationships with referring physicians and ensuring a seamless experience for patients from their initial contact through to appointment scheduling.
Job Description:
The Marketing and Back Office Agent will play a vital role in fostering relationships with referring physicians while ensuring a smooth experience for patients. This position combines relational marketing, customer service, and operational support skills, emphasizing a consultative and results-oriented approach.
Responsibilities:
- Obtain updated information from doctors’ offices through contracted Medical Group Portals.
- Contact doctors and referral coordinators to present services, gather essential details such as fax numbers and contact names, and create collaboration opportunities.
- Send service information via fax and follow up to confirm receipt, address questions, and encourage referral submissions.
- Make follow-up calls to remind doctors’ offices to send referrals for patients to see the Registered Dietitians.
- Identify and address incorrect codes in referrals by providing accurate information and guidance on correct billing codes.
- Update and maintain all interactions and contact information accurately in Zoho CRM.
- Create and manage leads in Zoho from referred patients.
- Reach out to referred patients to schedule their initial consultation and follow up with those who have not yet scheduled.
- Create and update patient profiles in internal systems, including sending intake forms to new patients.
- Schedule initial and follow-up appointments in coordination with clinical teams.
- Call patients after their visits to book their next appointment and ensure continuity of care.
- Review patient documentation to ensure it is complete and accurate before the next consultation.
- Request and follow up on any outstanding documentation required for patients.
- Submit hourly progress and results reports in team communication channels.
Required Experience and Qualifications:
- Proven experience in customer service and relationship management, preferably in healthcare or clinical environments.
- Knowledge of consultative sales techniques and a client-centered approach.
- Excellent verbal and written communication skills in both English and Spanish.
- Strong organizational skills and attention to detail, with the ability to accurately document interactions and processes.
Preferred Skills:
- Proficiency with digital tools such as CRM systems (preferably Zoho), patient management systems, medical portals, and internal communication platforms.
- Proactive, detail-oriented, and solution-driven mindset.
- Ability to work remotely as part of a team and manage multiple tasks efficiently.
Personality:
- Engaging, approachable, and able to build rapport effectively.
- Strong problem-solving abilities and a positive attitude towards challenges.
Software & Tools:
- Zoho CRM and other digital tools for patient management and internal communication.
English Level:
C2
Schedule:
Full Time: Monday to Thursday - 9 to 6pm PST / Friday - 8 to 5pm PST- (40hs per week + 1 unpaid hs of lunch)
Salary and Benefits:
Payment in USD or Local Currency according to candidate's preference.