Medical Admin/Clinic Concierge

Job Title: Medical Admin/Clinic Concierge

About Root Whole Body Health: 
Root Whole Body Health is a multidisciplinary wellness clinic committed to whole-person care through integrative medicine, functional nutrition, acupuncture, massage therapy, and spa services. We believe that a supportive, compassionate experience is as essential as clinical excellence—and we’re growing our team with that in mind.

Position Overview:

We’re seeking a warm, detail-oriented Medical Admin/Insurance Verification Professional to serve as a critical liaison between patients, the clinic, and our outside billing firm. This is a great role for someone who can balance people-centered communication with precision and accountability.  
The ideal candidate is friendly and approachable, yet highly organized and data-driven—comfortable tracking metrics, verifying details, and following up consistently. They are also skilled in navigating sensitive billing conversations and resolving conflicts in a way that protects both the client relationship and the clinic’s financial health.

The Medical Admin/Insurance Verification Professional serves as a guide throughout the customer journey—from new patient check-in and insurance benefit verification to ensuring all paperwork is completed in advance and helping patients navigate what their insurance ultimately covers. They respond to questions or concerns with calm, patience, and compassion—supporting clarity and trust at every step.

Key Responsibilities:

Scheduling & Patient Flow

• Sweep schedules daily to ensure optimal booking.
  

• Onboard new patients and ensure completion of all intake steps.
  

Patient Communication & Collections

• Make collection calls and follow up with patients via email.
  

• Respond to billing and insurance inquiries with professionalism and care.
  

• Document patient interactions in our CRM/billing systems.
  

• Coordinate with our external billing partner for resolution of account issues.
  

Revenue Cycle & Billing Support

• Upload patient payments to our Zoho portal weekly.
  

• Reconcile daily copay collections with scheduled appointments.
  

• Scan and upload EOBs, EOPs, and insurance documents daily.
  

• Flag and escalate accounts with outstanding balances 
  

Insurance & Claims Coordination

• Verify insurance eligibility for new and returning patients.
  

• Escalate insurance appeals and denials.
  


• Support documentation and communication for denied claims.
  

Administrative & Cross-Functional Support

• Maintain digital records and follow internal documentation procedures.
  

• Partner with the Accounting Director to support financial reporting.
  

• Identify and suggest improvements to operational processes.
  

Performance Goals (KPIs):

• Increased provider ease in managin new/existing patients


• Increased patient satisfaction/trust with our processes


• Increase in monthly collection rates / reduction in aging collections


• Increasing capacity of clinic 45-60 days out

Qualifications:

• 3-5 years in a medical admin or billing role
  

• Working knowledge of insurance billing and collections processes
  

• Excellent communication and problem-solving skills
  

• Proficiency in MindBody
  Office Ally
  (preferred) or similar scheduling platforms
  

• Organized, self-motivated, and team-oriented
  

Why Join Us? 
At Root, you’ll be part of a supportive, integrative care team that’s passionate about holistic wellness. This is an opportunity to make a meaningful impact in a patient-facing role while growing your skills in healthcare operations and administration.

Benefits:

· Competitive salary 

· Employee discounts on services and products

· Health Insurance, Vision, and Dental 

· Opportunities for professional development and growth within a dynamic and supportive environment.

To Apply: 
Please send your resume and complete our Predictive Index Assessment Tool (provided upon application submittal.) 
We look forward to learning more about you.