Patient Outreach Representative

About the role

At P3 Health Partners, Patient Outreach Representatives play a crucial role in enhancing patient engagement and improving access to care. This position requires a blend of relationship-based outreach, consultative conversations, and performance metrics.

Responsibilities

• Engage Medicare Advantage members by phone, guiding them towards necessary care and resources
• Build rapport quickly and confidently, guiding patients through the next steps in their care
• Provide education on Medicare Advantage benefits, preventive screenings, and chronic condition support
• Book office visits, in-home assessments, and mobile clinic appointments
• Identify and address patient needs, concerns, and remove barriers to care (including coordinating transportation)
• Connect patients to internal programs and support services
• Accurately document interactions and outcomes in the CRM system
• Multitask effectively using dual monitors, multiple systems, and real-time scripting tools
• Collaborate with internal teams to ensure a seamless patient experience
• Take on additional responsibilities as needed to support team success

Qualifications

• High school diploma, GED, or equivalent experience
• One to two years of customer service, call center, or phone-based experience
• Comfortable handling high call volumes and back-to-back conversations
• Strong verbal communication, active listening, and objection-handling skills
• Working knowledge of Microsoft Outlook, Teams, and Excel
• Ability to work on-site, full-time

Preferred Qualifications

• Bilingual English/Spanish
• Outbound or inbound call center experience
• Healthcare or insurance industry experience
• Familiarity with Medicare, HMO, or managed care environments
• Experience working toward performance goals or KPIs