Referral Coordinator – Continence Care

Jobtailor; Town of Florida (NY); On-site; USD 36,000 - 48,000; Full time

Job summary

Jobtailor is seeking a motivated referrals coordinator in New York to manage referral processing, insurance verification, and customer record maintenance in our CM database. You will handle inbound/outbound calls and ensure documentation accuracy.

You'll work in a fast-paced contact center environment, bilingual English/Spanish preferred, with flexibility to cover nights/weekends and to collaborate across departments to resolve issues and uphold compliance.

Qualifications

• High school diploma or equivalent.
• Minimum of one-year experience in a contact center.
• English/Spanish bilingual preferred.
• Willingness to engage in telephone direct sales.
• Ability to take initiative and work independently.
• Ability to interpret instructions and guidelines to make decisions and take necessary actions.
• Ability to follow complex instructions and guidelines to address specific problems.
• Ability to navigate between different computer systems.
• Ability to apply instructions and/or guidelines in performing duties.
• Ability to maintain composure during stressful situations caused by workloads and/or deadlines.
• Ability to communicate effectively verbally and in writing.
• Availability and flexibility to work nights and weekends.

Responsibilities

• Create and process referrals from healthcare professionals and other referral sources in the CM database.
• Process leads from external departments and complete necessary documentation.
• Organize, update, review, and validate customer records.
• Complete inbound and outbound telephone calls regarding referrals.
• Verify medical insurance benefits for new, existing, and reactivated patients.
• Document insurance information received from insurance carriers.
• Review medical records for missing documentation and verify diagnoses and signatures.
• Obtain corrections and missing signatures, and file documentation within required periods.
• Ensure file accuracy and scan documents into the system.
• Research and resolve customer order issues by communicating with healthcare professionals and insurers.
• Communicate outcomes to relevant stakeholders.
• Complete and update records in the company database according to Corporate Compliance Guidelines.
• Maintain knowledge of policies, procedures, and required job skills.
• Meet or exceed quality and quantity performance standards.
• Support departmental leadership in achieving goals through task completion and continued training.
• Follow housekeeping, quality, safety, ethical, legal, and company policies.
• Establish effective relationships with customers and coworkers.
• Perform other assigned duties.

Skills

Referral Processing

Medical Insurance Verification

Customer Record Management

Typing Skills

Data Entry

Education

High School Diploma or Equivalent

Tools

Microsoft Office Suite

CM Database

Computer Systems

Job description

• Create and process referrals from healthcare professionals and other referral sources in the CM database
• Process leads from external departments and complete necessary documentation
• Organize, update, review, and validate customer records
• Complete inbound and outbound telephone calls regarding referrals
• Verify medical insurance benefits for new, existing, and reactivated patients
• Document insurance information received from insurance carriers
• Review medical records for missing documentation and verify diagnoses and signatures
• Obtain corrections and missing signatures, and file documentation within required periods
• Ensure file accuracy and scan documents into the system
• Research and resolve customer order issues by communicating with healthcare professionals and insurers
• Communicate outcomes to relevant stakeholders
• Complete and update records in the company database according to Corporate Compliance Guidelines
• Maintain knowledge of policies, procedures, and required job skills
• Meet or exceed quality and quantity performance standards
• Support departmental leadership in achieving goals through task completion and continued training
• Follow housekeeping, quality, safety, ethical, legal, and company policies
• Establish effective relationships with customers and coworkers
• Perform other assigned duties

Requirements

• High school diploma or equivalent
• Minimum of one-year experience in a contact center
• English/Spanish bilingual preferred
• Willingness to engage in telephone direct sales
• Ability to take initiative and work independently
• Ability to interpret instructions and guidelines to make decisions and take necessary actions
• Ability to follow complex instructions and guidelines to address specific problems
• Ability to navigate between different computer systems
• Ability to apply instructions and/or guidelines in performing duties
• Ability to maintain composure during stressful situations caused by workloads and/or deadlines
• Ability to communicate effectively verbally and in writing
• Ability to determine work priorities
• Ability to work on one’s own initiative to achieve established goals and objectives
• Skilled typing ability
• Knowledge of personal computers, hardware, software, Microsoft Office Suite, and related applications and systems
• Availability and flexibility to work nights and weekends

Core Competencies

Demonstrates proficiency in processing referrals, verifying medical insurance benefits, and maintaining accurate customer records while adhering to corporate compliance guidelines. Bilingual communication skills in English and Spanish enhance customer interactions and support departmental goals.

Highest-signal resume keywords

• Referral Processing
• Medical Insurance Verification
• Bilingual Communication (English/Spanish)
• Customer Record Management
• Contact Center Experience

ATS Optimization Keywords

Hard Skills

• Referral Processing
• Medical Insurance Verification
• Customer Record Management
• Typing Skills
• Data Entry

Soft Skills

• Effective Communication
• Initiative
• Problem-Solving
• Stress Management
• Relationship Building

Certifications & Qualifications

• High School Diploma or Equivalent

Industry Keywords

• Healthcare
• Corporate Compliance Guidelines
• Contact Center
• Customer Service
• Telephone Direct Sales

Tools & Technologies

• Microsoft Office Suite
• CM Database
• Computer Systems