Referral Support Advocate (Temp)

Included Health, Inc.; Northern (KY); Hybrid; USD 25,000 - 33,000; Full time

Job summary

Included Health is seeking a Referral Support Advocate to join our Care Team in delivering world‑class provider referrals for members, coordinating both in‑person and virtual visits, and guiding members through their health care journey.

You will demonstrate clear verbal and written communication, meticulous data collection, and strong organizational skills while collaborating with Care, Records, Clinical, Quality, and Training teams.

Qualifications

• Excellent verbal communication, ability to explain services to providers and verify availability.
• Strong written communication to share updates with the care team.
• Assertive in asking questions; timely escalation when needed.
• Detail oriented; accurate data collection and entry.
• Adaptability in fast-paced, changing environments.
• Proficient in internet searches for provider information.
• Able to troubleshoot basic technical issues.
• Proficient with Google Apps and CRM systems.
• Strong organizational skills and time management.
• Sense of humor and teamwork mindset.

Responsibilities

• Understand and complete all Concierge Referrals tasks and present high-quality providers.
• Coordinate with scheduling teams to arrange appointments for members.
• Balance speed and quality to delight members.
• Meet or exceed service level agreements.
• Gather accurate data from provider offices including availability and contracts.
• Work in a fast-paced environment with rapid changes.
• Communicate clearly within Care, Records, Clinical, Quality teams.
• Drive continuous improvement in processes and member experience.
• Grow in role and develop subject matter expertise.
• Discuss additional Included Health benefits with relevant departments.

Skills

Verbal communication

Written communication

Questioning mindset

Attention to detail

Data collection

Adaptability

Internet research

Technical troubleshooting

Office software

Organization

Humor/positive attitude

Tools

Google Apps

CRM systems

Job description

Job Summary:

Everyone gets sick, but not all of us have equal access to state‑of‑the‑art care. Included Health levels the playing field. Inspired by the century‑old practice where doctors gather to discuss the most difficult cases they face, Included Health uses technology to expand on this esteemed tradition. We connect members, electronically and in‑person, to recognized experts from world‑leading medical institutions, whether across the continent or around the corner. We multiply the impact of the best doctors in the nation, and dramatically improve the quality of care for consumers—all while materially reducing the total cost of care for insurers and employers. Our team members genuinely enjoy working with each other—whether it is helping our latest member find the right physician, going out to happy hour, or collaborating on our latest product innovation. We work hard to support one another. We are only missing one thing…you. Referral Support Advocates work alongside our entire Care Team to lead our mission in finding our members high quality providers for in person (and virtual) visits. If you are a task‑oriented individual with a strong interest in making a real difference in member lives, we want to hear from you. Each member deserves world class service from their Care Team and access to high quality doctors for their health care. We are looking for someone who goes above and beyond to find the highest quality providers for our members to see.

In Your First 30 Days:

• Onboard with the Included Health team and engage in internal learning and training
• Demonstrate knowledge of proprietary software and other required technology
• Immediately make an impact for our members by managing Concierge Referrals and selecting the highest quality provider that meets members’ needs
• Get to know your team members – catch up over lunch, shadow, and attend team outings

In Your First 60 Days:

• Demonstrate your proficiency in running Concierge Referrals within the agreed service level agreements and the target quality standard
• Develop an organizational system to manage your dashboard of active cases
• Enhance your knowledge of our customers’ insurance plans and benefits offered to employees

In Your First 90 Days:

• Be a vocal and active contributor during team meetings – we want to hear your perspective!
• Demonstrate an ability to skillfully and effectively work with team members across Care, Clinical, and Quality Teams
• Set individual level goals for the year with your manager, including quarterly milestones

Responsibilities:

• Understanding and completing all affiliated tasks with Concierge Referrals. Your daily duties will include; understanding members’ preferences and finding and presenting high quality providers
• Work with a scheduling team to schedule appointments on the member’s behalf, and ensure the member is supported through their health care journey.
• Balance velocity and quality performance targets while delighting your members
• Understands and meets (or exceeds) all service level agreements
• Be extremely detail oriented. You will be expected to gather accurate data and information from provider offices; including new patient availability, insurance contracts, conditions treated and more
• Ability to work in a fast-paced environment that is subject to rapid change.
• Demonstrate problem solving, open and clear communication, and good judgment to appropriately manage your responsibilities.
• Work with our Records Team to assist members in collecting their records to forward to their new providers
• Collaborate with peers within the Member Care Advocates, Records Specialist, Clinical, Quality and Training teams
• Have a focus on and drive continuous improvement, constantly questioning how and why we do things and suggest alternatives that improve the customer experience, efficiency, etc.
• Continue to grow and create value within the role to leverage and improve upon the skills you already have, to take on new responsibilities, to build subject matter expertise and to experience different types of thought leadership
• Discuss additional benefits offered to Included Health members and connect them with appropriate departments

Qualifications:

• Great verbal communication skills. You will need to be able to explain our services to provider offices, verify office availability and determine scheduling requirements.
• Great written communication skills. You will need to communicate with our broader team in concise and informative messages.
• Confident in asking questions and comfortable in raising your hand when you need help. Lost time can directly impact lives.
• Pay attention to the little details – they matter
• Perform accurate data collection and entry
• Demonstrate adaptability with process changes in fast-paced and ambiguous environments
• Be comfortable performing internet searches
• Ability to troubleshoot basic technical issues
• Be proficient with common office software – Google Apps, CRM systems, etc.
• Demonstrate strong organizational skills
• Have a sense of humor, and like to have fun. We work hard. So we like to laugh a lot too.

The hourly pay for this full time, contract position is$20.72 per hour in the United States. This posted range reflects the portion of our internal pay band that is currently funded for new hires in this role across our standard labor markets (Zones A–C).

For context, these markets include Zone A (e.g., Phoenix AZ, San Antonio TX, Columbus OH, Charlotte NC), Zone B (e.g., Chicago IL, Denver CO, San Diego CA, Houston TX), and Zone C (e.g., Los Angeles CA, Seattle WA, Washington, D.C., Boston MA). At this time, we are not budgeting for hires in higher-cost Zone D markets (e.g., San Francisco Bay Area CA, New York City NY, San Jose CA) for this role. Within this range, individual pay is determined by work location, skills, experience, and internal equity. We use structured pay bands and geographic zones based on cost of labor to keep pay fair and consistent.

About Included Health

Included Health is a new kind of healthcare company, delivering integrated virtual care and navigation. We’re on a mission to raise the standard of healthcare for everyone. We break down barriers to provide high‑quality care for every person in every community — no matter where they are in their health journey or what type of care they need, from acute to chronic, behavioral to physical. We offer our members care guidance, advocacy, and access to personalized virtual and in‑person care for everyday and urgent care, primary care, behavioral health, and specialty care. It’s all included. Learn more atincludedhealth.com.

Included Health is an Equal Opportunity Employer and considers applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics or any other basis forbidden under federal, state, or local law. Included Health considers all qualified applicants with arrest or conviction records in accordance with the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance, and California law.