Position Summary
Our Pillars
- Make things easier.
- Forge genuine connections.
- Elevate the standard.
Roles & Responsibilities
Own the Outcome
- Take accountability for connecting each person to care. Success is a kept first appointment, not simply a scheduled appointment
- Close the loop on every opportunity by proactively following up and re-engaging people who have not yet started care
- Respond to new opportunities quickly, with a standard of first outreach within five minutes
- Meet people where they are in their care journey and provide the right combination of information, reassurance, guidance, and encouragement to help them move forward
- Build supportive, engaging relationships with people who reach out directly or are referred by a healthcare provider, introducing them to Headlight Health’s mental healthcare services
- Create a positive and reassuring experience for people taking the step of seeking mental health support 1
- Facilitate access to client care with the appropriate Headlight clinician based on client specific needs; schedule appointment needs, gather accurate information, and determine the appropriate next steps
- Keep people informed and comfortable throughout the process, addressing questions, concerns, and barriers as they arise
- Own the onboarding process from first contact through the first kept clinical appointment, including scheduling and collection of required intake paperwork, insurance information, and payment method
- Follow Headlight’s Service Offer Standard and all applicable guidelines when discussing or introducing additional services
- Accurately document and maintain client information, interactions, outreach activity, and appointment records
- Partner with clinicians, operations, and other teams to remove barriers, streamline access to care, and improve the client’s experience
- Follow all organizational policies, procedures, and legal and regulatory requirements while maintaining a high standard of care
- Performance is measured through both activity discipline and the outcomes those activities produce.
- Activities per day: 100 to 125 (calls, texts, emails)
- New intakes scheduled: 40 per week
- Speed to first contact: Within 5 minutes on new incoming opportunities
- New intakes kept: 30 per week (75% kept rate)
Qualifications
- • High School Diploma, GED or equivalent required
- Associate degree, or some college coursework, preferred
- One (1) year experience in customer service call center environment or similar client-facing role, required
- Experience in healthcare, behavioral health or client engagement, preferred
- Strong customer service skills with the ability to build trust and rapport with prospective clients
- Excellent verbal and written communication skills, including active listening and clear explanation of services
- Exhibits sound judgment, knowing when to proceed, escalate, clarify or involve other team members, as needed
- Strong organizational skills with the ability to manage multiple intake tasks, appointments, and follow-ups
- High attention to detail when entering client information, insurance details, payment information, and documentation
- Ability to maintain confidentiality and handle sensitive health information with professionalism and discretion
- Basic understanding of healthcare, behavioral health, or outpatient service workflows.
- Experience using electronic health records, scheduling systems, phone systems, and other digital tools
- Ability to work collaboratively with clinicians, operations teams, and other departments to support a positive client experience
- Demonstrated empathy, patience, and professionalism when assisting individuals seeking mental health services
Benefits
W2 role with competitive hourly rate and an additional incentive-based pay structure
Medical, Dental and Vision on the first of the month after employment (based on FT hours)
Paid Vacation, Sick, and Holiday time
Employee Assistance Program (EAP) provides confidential counseling services, resources, and support to help you navigate personal or professional challenges.
401(k) plan with company contribution
Hybrid work schedule
Opportunity to work in a cutting-edge healthcare technology environment
Professional development opportunities and training
Collaborative and supportive work culture
Impactful role contributing to the enhancement of patient care and healthcare processes