Intake Coordinator - Expert Medical Opinion

About the role

This role will serve as a liaison between Transcarent's 2nd.MD current and potential members. A successful candidate will be effective in this concierge role by educating current and potential members on the benefits of Transcarent's 2nd.MD’s services, while promoting member satisfaction and experience.

Responsibilities

• Answering calls in a high-volume, fast-paced environment
• Proactively communicate Transcarent's 2nd.MD benefits and the value of our service to members
• Telephonic Intake and medical triage to the appropriate nurse team member
• Assign electronic case requests to appropriate nurses based on the member's medical concern or diagnosis
• Offer guidance to members regarding their health plan resources
• Activate new member accounts, reset account passwords, and input/update necessary member information into our database
• Manage an active inventory of requests with timely follow-up
• Assist Transcarent's 2nd.MD specialists with account concerns
• Effectively navigate multiple internal systems and processes to obtain appropriate data
• Perform outbound calls to members who attend 2nd.MD informational webinars
• Maintain 2nd.MD email distribution lists to ensure you respond to members in a timely manner
• Manage the Care team email inbox and assign appropriate emails to nurse cases
• Verify member eligibility utilizing Health plan carrier databases
• Distribute cases amongst the Personalized Local Support team
• Distribute cold call referrals to the Health Advocate team
• Collaborate closely with the client management and engagement team to better prepare for new client onboarding and client communication campaigns
• Collaborate closely with the Monitor team to troubleshoot member and specialist tech issues
• Collaborate closely with the scheduling team regarding 2nd.MD specialists or member consultation concerns
• Meet both team and personal qualitative and quantitative targets

Who We Are

Transcarent is the One Place for Health and Careᵀᴹ, bringing medical, pharmacy, and point solutions together with the WayFindingᵀᴹ experience, the first and only generative AI-powered health and care platform for health consumers. Our WayFinding experience, paired with transparent and consumer-driven pharmacy care, 2nd.MD expert medical opinions, and virtual primary care, works seamlessly with comprehensive Care Experiences – Cancer Care, Surgery Care, and Weight Health – to support people with all of their health needs, simple or serious. More than 1,700 employers and health plans rely on us to provide information, guidance, and care, empowering health consumers with more choice, an experience they love, access to higher-quality care, and lower costs for 21 million Members.

What we’re Looking For

• Certified Medical Assistant preferred
• 3+ years of professional experience in a medical office setting
• Ability to navigate through multiple technology platforms
• Communication Skills, Time Management, Organization, Attention to Detail, Quality Focus, Professionalism, Productivity, Documentation Skills, Critical Thinking, Customer Services Skills, Data Entry Management, and Interpersonal Skills
• High level of professionalism
• Excellent verbal, written, and interpersonal communication skills
• Ability to prioritize and perform multiple high-priority tasks concurrently with minimal direction
• Team player with the capacity to coordinate across departments

Total Rewards

Individual compensation packages are based on a few different factors unique to each candidate, including primary work location and an evaluation of a candidate’s skills, experience, market demands, and internal equity. Salary is just one component of Transcarent's total package. All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options.

Benefits

• Competitive medical, dental, and vision coverage
• Competitive 401(k) Plan with a generous company match
• Flexible Time Off/Paid Time Off, 13 paid holidays
• Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance
• Mental Health and Wellness benefits