Account Representative

Innovive Health•Medford, MA

11d

About The Position

The Account Representative plays a critical role in building successful and sustainable relationships with our physician referral sources. The Representative is responsible for proper signing and return of the essential plan of care documentation (orders). The Representative will be responsible for effectively and consistently managing and following up on their designated accounts.

Requirements

Associate’s degree or equivalent experience
Strong organizational and note-taking skills to manage many classified documents and maintain HIPAA compliance
Minimum of 1 years’ experience in a business setting
Understanding of Microsoft Excel for inter-departmental documents

Nice To Haves

Bachelor’s degree
In depth experience with a CRM solution such as Salesforce
Healthcare experience preferred

Responsibilities

Responsible for sending and receiving all orders to/from providers within their assigned area
Responsible for a specific outreach territory and effectively tracks via a Customer Referral Management (CRM) platform.
Acts as a liaison between providers and our clinical staff to facilitate timely return and processing of patient documentation.
Actively engages in success of the department by identifying trends and improvement opportunities.
Educates referral sources on proper order return procedures and explain purpose of orders when sharing mutual patients.
Promotes/educates referral sources on use of electronic signature tools.
Attends and actively participates in required meetings, including Physicians Orders check-in meetings, internal growth meetings, staff meetings, community events, etc.
Maintains collaborative team relationships with peers and colleagues in order to effectively contribute to the working group’s achievement of goals, and to help foster a positive work environment.
Data entry as necessary.
Performs other duties as assigned.