Health & Wellness Navigator (Access & Referrals)

CHOICE of NY; City of White Plains (NY); On-site; USD 46,000 - 52,000; Full time

Job summary

CHOICE of NY is seeking a Health & Wellness Specialist to serve as the primary contact for clients, families, and community partners. You will connect clients to healthcare and community resources, coordinate referrals with case managers and providers, and promote access to primary care, insurance assistance, and supportive services.

You will maintain confidential records, handle inquiries with professionalism, and participate in outreach and quality improvement initiatives while working closely

Qualifications

• Associate or Bachelor's degree in a related field preferred.
• 1–3 years of experience in customer service, healthcare, social services, case management support, or client relations.
• Knowledge of community resources, healthcare systems, insurance programs, and referral processes preferred.
• Strong interpersonal, communication, and problem-solving skills.
• Ability to work effectively with diverse populations and individuals facing complex social, behavioral, or healthcare challenges.
• Proficiency in Microsoft Office and electronic case management systems.
• Ability to maintain confidentiality and handle sensitive information with professionalism.

Responsibilities

• Serve as the first point of contact for clients, caregivers, referral sources, and community partners.
• Ensure client documentation is completed during office visits.
• Assess client needs and connect individuals to appropriate services available through the agency's Resource Center.
• Facilitate referrals and appointments with PCPs, substance abuse treatment programs, behavioral health providers, insurance representatives, housing services, and other community resources.
• Coordinate communication between clients, case managers, healthcare providers, and community agencies to ensure continuity of care.
• Follow up on referrals and service connections to ensure clients access recommended services.
• Respond to client inquiries, concerns, and complaints in a professional, timely, and compassionate manner.
• Provide information regarding agency programs, eligibility requirements, and available community resources.
• Maintain accurate and confidential client records in accordance with agency policies, HIPAA regulations, and documentation standards.
• Document client interactions, referrals, service outcomes, and follow-up activities in the agency database.
• Monitor client service requests and assist in resolving barriers to accessing care and support services.
• Collaborate with multidisciplinary teams to support client goals and improve service delivery.
• Participate in outreach, client engagement, and quality improvement initiatives.
• Maintain knowledge of community resources, healthcare providers, insurance programs, and social service agencies.
• Special projects and other duties assigned.

Skills

Interpersonal skills

Communication skills

Problem-solving

Cultural competency

Confidentiality

Education

Associate or Bachelor's degree in related field

Tools

MS Office

Electronic case management systems

Job description

CHOICE of NY is seeking a Health & Wellness Specialist to serve as the primary contact for clients, families, and community partners. You will connect clients to healthcare and community resources, coordinate referrals with case managers and providers, and promote access to primary care, insurance assistance, and supportive services.

You will maintain confidential records, handle inquiries with professionalism, and participate in outreach and quality improvement initiatives while working closely