Membership Concierge & Onboarding Specialist

Medix™; Newport Beach (CA); On-site; USD 64,000 - 71,000; Full time

Job summary

Medix in Newport Beach, CA is seeking a Patient Membership Coordinator to deliver a high-touch, concierge experience for current and prospective members. You will manage onboarding, billing logistics, and build member profiles across CRM, EHR, and accounting systems.

This role partners with leadership to address inquiries, coordinate member communications, and ensure timely processing of contracts, payments, and records while maintaining executive-level administrative support.

Qualifications

• Proven multi-year background delivering top-tier concierge customer service.
• Proficiency with CRM platforms, EHR systems, Microsoft Office Suite, and web research tools.
• Outstanding written and verbal English communication skills.
• Strong organizational, administrative, and multitasking capabilities with sharp attention to detail.
• Basic financial acumen with experience handling billing, invoicing, or payment processing.

Responsibilities

• Serve as the dedicated liaison for members, responding to practice inquiries via phone and email with a polished, high-touch approach.
• Guide prospective members through intake, schedule consultations, and coordinate physician introductions and office tours.
• Facilitate full new-member onboarding: execute contracts, capture payment details, request prior medical records, and build profiles across CRM, EHR, and accounting platforms.
• Welcome new members by preparing welcome materials, facilitating team introductions, and sending personalized correspondence.
• Conduct quarterly outreach to platinum members to track satisfaction; gather and communicate member feedback to leadership.
• Address service concerns promptly, escalating complex issues to the COO/Practice Director when necessary.
• Process membership disenrollments and assist leadership with exit interviews.
• Prepare and distribute recurring membership dues notices and invoices (monthly, quarterly, bi-annually, annually).
• Address billing inquiries and proactively resolve expiring payment methods to prevent coverage lapses.
• Manage past-due account outreach for balances 1–60 days overdue; elevate accounts 90+ days past due to executive leadership.
• Provide direct operational and administrative support to the COO/Practice Director, including calendar management and meeting scheduling.
• Maintain organized physical and digital vendor files, administrative records, and internal documentation.
• Assist with weekly check runs, vendor payment coordination, and special operational projects.

Skills

Concierge Customer Service

CRM & EHR Proficiency

English Communication

Organization & Multitasking

Billing & Invoicing

Job description

Medix in Newport Beach, CA is seeking a Patient Membership Coordinator to deliver a high-touch, concierge experience for current and prospective members. You will manage onboarding, billing logistics, and build member profiles across CRM, EHR, and accounting systems.

This role partners with leadership to address inquiries, coordinate member communications, and ensure timely processing of contracts, payments, and records while maintaining executive-level administrative support.