Outreach Specialist

WellBe Senior Medical; United States; Hybrid; USD 57,308,000 - 68,770,000; Full time

Job summary

WellBe Senior Medical in Chicago seeks an Outreach Specialist to engage prospective patients by phone, explain WellBe’s in-home care model, and schedule visits with the in-home care team. You will handle outbound and inbound calls, confirm appointments, and support patients in understanding benefits.

The role requires excellent communication, strong data-entry skills, and the ability to multi-task in a fast-paced environment, with hybrid in-office work after 90 days.

Qualifications

• 3+ years outbound call center and/or customer service experience, healthcare preferred
• Ability to speak clearly, actively listen, and convey information to members
• Strong commitment to delivering excellent customer service
• Experience assisting patients navigating the health system is a plus
• Ability to explain services and overcome objections to participation
• Medicare experience preferred
• Comfortable speaking with Medicare beneficiaries by phone
• Proficient data entry and navigation of multiple computer screens
• Basic proficiency in Microsoft Office Suite
• Willingness to adapt to flexible work schedules during business hours

Responsibilities

• Make outbound calls to schedule in-home visits and wellness visits
• Schedule, confirm, and reschedule patient appointments
• Answer questions and provide information about WellBe services
• Enter data accurately and document member interactions in systems
• Be the first point of contact introducing patients to WellBe and its benefits

Skills

Outbound call center experience

Verbal communication

Active listening

Customer service mindset

Data entry

Excel

Google Workspace

multitasking

Problem-solving

Empathy

Education

High School diploma or GED

Some college or Associate's Degree

Tools

Call center software

Excel

Google Workspace

CRM systems

Job description

WELLBE INTRODUCTION

The WellBe care model is a Physician Led Advanced Practice clinician driven geriatric care (care of older adults) team focused on the care of the frail, poly-chronic, elderly Medicare Advantage patients. This population is typically underserved and very challenged with access to care. To address these problems, we have elected to bring the care to the patient, instead of trying to bring the patient to the care. Care is provided throughout the entire continuum of care – from chronic care and urgent care in the home, to hospital, to skilled nursing facility, to assisted living, to palliative care, to end of life care. WellBe's physician/advanced practicing clinician led geriatric care teams’ partner with the patient’s primary care physician to provide concierge level geriatric medical care and social support in the home as well as delivering and coordinating across the entire care continuum.

WELLBE INTRODUCTION

The WellBe care model is a Physician Led Advanced Practice clinician driven geriatric care (care of older adults) team focused on the care of the frail, poly-chronic, elderly Medicare Advantage patients. This population is typically underserved and very challenged with access to care. To address these problems, we have elected to bring the care to the patient, instead of trying to bring the patient to the care. Care is provided throughout the entire continuum of care – from chronic care and urgent care in the home, to hospital, to skilled nursing facility, to assisted living, to palliative care, to end of life care. WellBe's physician/advanced practicing clinician led geriatric care teams’ partner with the patient’s primary care physician to provide concierge level geriatric medical care and social support in the home as well as delivering and coordinating across the entire care continuum.

GENERAL SUMMARY

The Outreach Specialist supports the WellBe team’s efforts in acquiring new patients, accurately providing the value of WellBe’s services, assisting with confirmation calls, rescheduling member appointments, and helping our patients to lead a more meaningful life through WellBe’s host of services. This unique role provides the opportunity to directly contribute to WellBe’s growth as well as improve our ability to help people receive WellBe’s life‑changing care.

We need you to be an expert at communicating and building relationships over the telephone, both inbound and outbound calls, in order to engage, schedule and support patients requests as it relates to the WellBe in‑home visit model. A normal ‘day in the life’ consists of conducting outbound calls, receiving inbound calls to and from prospective patients to schedule a variety in‑home annual and comprehensive wellness visits as well as confirmation call reminders and assisting patients with potential rescheduled and cancelation visits. The Outreach Specialist will connect with potential new patients and existing patients to provide answers to their questions, and support the in‑home care team with the information needed to engage patients in their health. The Outreach Specialist is truly the first point of contact for a patient and will be responsible for introducing the patient to WellBe and all the great benefits they qualify for.

Engagement is the starting point for WellBe to support people who are in need, and this role is a critical part of our commitment to our patients. By joining WellBe, you will be able to make an immediate difference in the lives of many people.

SKILLS & COMPETENCIES

Required Skills And Abilities:

• Must have great interpersonal skills, excellent verbal and written communication skills, with good command of the English language
• Must possess the ability to listen effectively, navigate tough conversations, handle objections gracefully, and understand and address the needs of patients
• Must have a passion for helping people
• Experience assisting patients in navigating the complex health system is a plus
• Demonstrated ability in explaining a service or program and ability to overcome objections to participation
• Medicare experience preferred
• Must be comfortable speaking with Medicare beneficiaries by phone
• Must be able to speak clearly and unencumbered on the phone
• Must be dynamic and engaging on the phone and demonstrate superb active listening skills
• Excellent data‑entry skills and proven ability to navigate multiple computer screens while conducting a customer call
• Must demonstrate basic skills in Google Workspace , Excel, or equivalent applications, and be familiar with call center software applications
• Demonstrated ability to organize, take initiative and follow‑up with little to no supervision
• Proven time management, multi‑tasking, prioritization and follow‑up skills in a rapidly changing environment
• Ability to think independently and make decisions, while adhering to company standards and guidelines
• Ability to work independently while being a productive member of the team
• Ability to work in a fast‑paced dynamic growth environment
• Must be able to work assigned schedules and remain flexible to schedule changes
• Must be open to potentially working after scheduled hours to perform duties as listed above to support the WellBe model

Job Requirements

POSITION REQUIREMENTS

Educational Requirements

• High School diploma or GED equivalent
• Some college or Associate's Degree Preferred

Required Skills And Abilities

• At least three (3) years of outbound call center and/or customer service experience, with preference for candidates who have experience in healthcare or two (2) years of experience in sales, including appointment setting.
• Strong communication skills with the ability to speak clearly, actively listen, and effectively convey information to members.
• A genuine commitment to delivering excellent customer service and efficiently resolving member inquiries.
• Ability to work independently and make sound decisions while adhering to department and company guidelines, maintaining productivity.
• Quick problem‑solving abilities to assess and address member inquiries, objections, or concerns promptly.
• Capacity to stay calm under pressure, especially when managing upset or frustrated members, while demonstrating empathy and support.
• Strong multitasking skills, including navigating multiple computer systems and screens while engaging with members.
• Excellent organizational skills to handle varied tasks efficiently.
• Proficiency with call center software and related technologies to manage calls, document member interactions, and input data accurately.
• Data entry skills for accurate input of member information.
• Basic proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Willingness to adapt to a flexible work schedule during business hours.

Work locations

• WellBe is currently working in‑person in the office (Chicago). Hybrid after 90 days of employment.

Pay Range

• Competitive pay $20- $24/hr (Based On Experience)

Work Conditions

• Ability to lift up to 20lbs
• Prolonged sitting required for extended periods while performing tasks such as data entry, managing calls, and utilizing computer systems.

Supervisory Responsibility: No supervisory responsibilities

TRAVEL REQUIREMENTS

No travel required

Drug Screening Requirement

As a condition of employment, WellBe Senior Medical requires all candidates to successfully complete a pre‑employment drug screening. Ongoing employment may also be contingent upon compliance with the company’s Drug‑Free Workplace Policy, which includes random, post accident, and reasonable suspicion drug testing. The company reserves the right to test for substances that may impair an employee’s ability to safely and effectively perform their job duties.

Background Check Statement

Employment is contingent upon successful completion of a background check, as permitted by law. As a healthcare organization, WellBe conducts monthly FACIS (Fraud and Abuse Control Information System) checks on all employees. Continued employment is contingent upon satisfactory results of these checks, in accordance with applicable laws and regulations.

Equal Employment Opportunity (EEO) Statement

WellBe is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected status.

Americans With Disabilities Act

WellBe Senior Medical is committed to complying with the Americans with Disabilities Act (ADA) and applicable state and local laws. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions of the job. If you require an accommodation during the application, interview or employment process, please contact Human Resources at [e-mail]

At‑Will Employment Statement

Employment with WellBe is at‑will unless otherwise specified by contract. This job description does not constitute an employment contract.

Disclaimer

This job description is intended to describe the general nature and level of work performed. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required. Management reserves the right to modify, add, or remove duties as necessary.

The preceding functions may not be comprehensive in scope regarding work performed by an employee assigned to this position classification. Management reserves the right to add, modify, change or rescind the work assignments of this position. Management also reserves the right to make reasonable accommodations so that a qualified employee(s) can perform the essential functions of the position.