Hybrid Patient Access Referral Specialist II

Elevance Health; Plano (TX); Hybrid; USD 42,000 - 56,000; Full time

Job summary

Elevance Health in Plano, TX is seeking a Referral Specialist II - Patient Access to support a clinical team by managing administrative referrals, verifying insurance, and coordinating with physicians, patients and health plans. This role emphasizes accuracy, empathy, and timely processing.

The position operates in a hybrid model with in-office days on Tuesday, Wednesday and Thursday, promoting collaboration while maintaining flexibility.

Qualifications

• Requires HS diploma or GED and 1+ year of high-volume healthcare customer service.
• Experience handling referrals or clinical workflow is a plus.

Responsibilities

• Acts as first level SME and liaison between hospital, health plans, physicians, patients, vendors and other referral sources.
• Reviews complex referrals for completeness and follows up for additional information.
• Assigns referrals to staff as appropriate.
• Verifies insurance coverage and obtains authorizations as needed.
• Enters referrals and documents communications and actions in the system.
• Associates in this role must multi-task across calls, texts, faxes and electronic queues while taking notes and speaking with customers.
• Structured schedule with occasional overtime or flexibility based on business needs; may require in-office work.
• Performs other duties as assigned.

Skills

Customer service

Effective communication

Empathy and problem solving

Multi-tasking

Education

High School Diploma or GED

Job description

Elevance Health in Plano, TX is seeking a Referral Specialist II - Patient Access to support a clinical team by managing administrative referrals, verifying insurance, and coordinating with physicians, patients and health plans. This role emphasizes accuracy, empathy, and timely processing.

The position operates in a hybrid model with in-office days on Tuesday, Wednesday and Thursday, promoting collaboration while maintaining flexibility.