Onboarding Coordinator

AnewHealth; United States; Remote; USD 45,000 - 68,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Paid time off

Job summary

AnewHealth is seeking an Onboarding Coordinator to schedule and track patient assessments, educate referrals about our services, and support onboarding specialists. You will manage outreach calls, coordinate calendar appointments, and document interactions to ensure a smooth onboarding experience.

This role emphasizes strong communication, organization, and the ability to work both independently and as part of the onboarding team, with remote work options within the United States.

Qualifications

• Bachelor-level sales, marketing or customer service experience considered favorable.
• Experience in outbound/inbound call center or scheduling is a plus.
• Familiarity with healthcare products or services is preferred.

Responsibilities

• Call on prospective patients daily and schedule assessments with Onboarding Specialists.
• Handle inbound calls from patients and referral sources.
• Meet daily/weekly goals for assessments scheduled.
• Document calls, tasks and appointments in Salesforce.
• Create a positive first impression of AnewHealth/ExactCare.

Skills

Sales processes

Healthcare products

Phone skills

Communication

Organized

Multi-tasking

Self-starter

MS Office

Salesforce

Education

Associate's degree

Tools

Salesforce

MS Office

Job description

AnewHealth is one of the nation’s leading pharmacy care management companies that specializes in caring for people with the most complex, chronic needs- wherever they call home. We enable better outcomes for patients and the healthcare organizations who support them. Established in 2023 through the combination of ExactCare and Tabula Rasa HealthCare, we provide a suite of solutions that includes comprehensive pharmacy services; full-service pharmacy benefit management; and specialized support services for Program of All-Inclusive Care for the Elderly. With over 1,400 team members, we care for more than 100,000 people across all 50 states.

Job Details

The Onboarding Coordinator is the first impression of our ExactCare service for our prospective patients by scheduling, tracking, and monitoring the assessment schedules for our Onboarding Specialists. These initial scheduling calls will be essential to the overall success of our team as they will be the initial consultation with the prospective patient. The Onboarding Coordinator will be educating patient referrals on who we are, what we do, and how we make their lives better.

Responsibilities

• Call on prospective patients daily and schedule them for assessments with our Onboarding Specialists.
• Handle inbound calls from both patients and referral sources.
• Accountable for daily and weekly goals for assessments scheduled.
• Communicate effectively with patients.
• Work independently and also as a key member of the entire team.
• Maintaining constant contact with referral sources, Onboarding Specialists, and other internal associates.
• Place scheduled assessments on the Onboarding Specialist calendar.
• Document all calls, tasks and appointments in Salesforce.
• Create positive first impression of AnewHealth/ExactCare and the unique services we provide.
• Monitor and track daily assessments, assemble marketing materials, and conduct quality assurance calls.
• Participate in daily team huddles, attend training sessions and other ad-hoc meetings as needed.
• Embody AnewHealth's Core Values in all communications and interactions.
• Other duties as assigned.

The above essential functions are representative of major duties of positions in this job classification. Specific duties and responsibilities may vary based upon departmental needs. Other duties may be assigned similar to the above consistent with knowledge, skills and abilities required for the job. Not all of the duties may be assigned to a position.

Qualifications

These represent the desired qualifications of the ideal candidate. They are not meant to limit consideration for candidates who do not meet all of the standards listed. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education

• Associate's degree in a related field, or equivalent experience to justify an exception.

Experience

• Previous sales, marketing, or customer service experience.
• Preferred: Previous outbound/inbound call center or scheduling experience, including cold calling.

Skills & Abilities

• Knowledge of sales processes, healthcare products and industry, preferred.
• Energetic yet compassionate phone skills required.
• Great problem-solving ability.
• Highly motivational and possesses persuasion skills.
• Ability to stay extremely organized.
• Capable of prioritizing and multi-tasking.
• Self-starter with little to no supervision needed.
• Excellent communication skills; oral, written, facilitation and presentation.
• Proficient in MS Office Suite, Salesforce or similar software.
• Passion to help people and enrich their lives.

Physical/Mental Demands

This position is administrative in nature and will present physical demands requisite to a position requiring: hearing, seeing, sitting, standing, talking, and walking. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Must be able to commute to multiple site locations within assigned territory. May be necessary to work extended hours as needed.

Schedule

This is a full-time position with an expectation to work an average of 40 hours per week and be available outside of normal business hours to meet customer expectations on an ad-hoc basis. Schedules are set to accommodate the requirements of the position and the needs of the organization and may be adjusted as needed.

This is a remote position.

Benefits

AnewHealth offers a comprehensive benefit package for full-time employees that includes medical/dental/vision, flexible spending, company-paid life insurance and short-term disability as well as voluntary benefits, 401(k), Paid Time Off and paid holidays. Medical, dental and vision coverage are effective 1st of the month following date of hire.

Equal Employment Opportunity

AnewHealth provides equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, age, disability, genetic information, or veteran status, or other legally protected classification in the state in which a person is seeking employment. Applicants are encouraged to confidentially self-identify when applying. Local applicants are encouraged to apply. We maintain a drug-free work environment. Applicants must be eligible to work in this country.