New Patient Specialist

• Friday, May 15^th from 9:30 AM to 1:30 PM at The Villages Health Administrative Office (6503 Powell Road, The Villages, FL 32163) – RSVP’s are encouraged through Eventbrite at https://bit.ly/45bEpvS

Responsibilities:

• Be an expert of The Villages Health brand, care model and the new patient experience.
• Represent The Villages Health at community events to attract new patients where and when needed.
• Follow up on warm leads generated by the marketing department, community outreach team members, call center, and walk-ins.
• Drive agent partner awareness of TVH services through the effective use of marketing collateral, email, phone, and face-to-face communications; and attending industry events where applicable and assigned.’
• Identify issues and opportunities and provide strategic guidance to agent partners to drive adoption and utilization of TVH services to prospective members.
• Obtain and leverage agent partner feedback to improve the overall agent experience with TVH.
• As part of the sales and community outreach team, this position is responsible for lead generation (both potential new patients and potential new agents to sell TVH) by participating in outreach and sales events, including the Lifestyle Expo event.
• Be accountable to the TVH sales and marketing department by developing, implementing, and measuring objectives and successes to show activities, results, and planned activities.
• Work collaboratively with marketing department and other New Patient Specialists to plan, develop, implement, and evaluate comprehensive marketing and promotional campaigns that assures optimal agent partner awareness, adoption, and loyalty.
• Proactively engage targeted groups of agent partners through various methods, including lunch & learn type of events, networking meetings, webinars, etc., to drive awareness and adoption of TVH’s services.
• Meet potential new patients at our care centers, give them a tour of the facility, and explain the benefits of becoming a TVH patient.
• Build relationships with insurance agent partners to increase sales incrementally.
• Build rapport with potential new patients and educate them about The Villages Health experience, accepted insurances, and new patient process.
• Answer important new patient questions and/or determine the best next steps and resources to serve their needs.
• Accurately verify insurance through various TVH resources.
• Assist new patients in scheduling a course or tour, selecting a provider, or booking new patient appointments.
• Build relationships with insurance agents in the Health Insurance Resource Centers and follow best practices for serving new patient needs.
• Proactively look for and secure sales leads all year round, with an emphasis during key campaign periods: Annual Enrollment Period (Oct. – Dec.); Open Enrollment Period (Jan. – March) and Special Enrollment Period (April – Oct.).
• Write and send direct mail letters and/or greeting cards to follow up with new patients and ensure a positive new patient experience.
• Track and report new patient tours, learning class attendance and encounters in a customer relationship management tool.
• Monitor patient lists, crosscheck new patient reports, reach out to termed patients, document reasons for termination and create other important metrics. Send retention letters and withdrawal letters when applicable. Use sales skills to win back patients and increase retention.
• Identify existing patients in Medicare special enrollment periods, such as our age-in population in the Initial Enrollment Period and reach out to ensure a positive transition experience.
• Provide support to other NPSs, NPAs, other colleagues and volunteer for special projects and participate in meetings.
• Other duties as assigned to support the sales and community outreach team and growth efforts.
• Adhere to compliance and HIPPA regulations.
• Report to the Manager - Sales and Community Outreach
• Responsible for maintaining patient interactions on the CRM (Salesforce).

• High school diploma
• Associate degree preferred
• 2 years sales or relevant experience; health care industry experience a plus
• Salesforce and/or CRM experience desired.
• Experience in a medical office or primary care office is ideal
• Knowledge of Medicare insurance preferred
• Passion for patient service
• High drive to achieve sales results
• Knowledge of health care field, specifically Medicare and Medicare Advantage.
• Knowledge of legal and ethical considerations related to patient information.
• Knowledge of customer service principles, applications, and conflict resolution.
• Skill in putting information in preferred medical record systems; meeting clinic standards.
• Skill in diffusing tense situations through diplomatic problem-solving.
• Skill in using computer, medical records software, and customer relationship management tools.
• Skill in Microsoft Office, including Excel, Word, and Outlook.
• Skill in public speaking and presenting, either 1:1 or in a group setting.
• Ability to communicate effectively with new patients, staff, and insurance via phone, in person and through email.
• Ability to establish relationships with a wide variety of people.
• Ability to use sales skills to provide expert advice and guide warm leads in the decision-making process.
• Ability to follow up with warm leads and track activities in CRM.
• Ability to hit and exceed customer service level and new patient acquisition goals.