About The Position

The Community Outreach Specialist (COS) helps establish Upward Health’s presence in the community and reach potential patients. As a first point of contact, the COS educates individuals about Upward Health’s services, engages them in meaningful conversations, and supports their enrollment in programs. The role manages a personal caseload, primarily through phone outreach, with in-person visits and other community-based approaches as needed. The COS helps patients understand the services available and take initial steps toward improving their health. The role reports to the Outreach Manager and collaborates with other team members to support patient outreach and engagement.

Requirements

  • Strong verbal communication and persuasive abilities.
  • Excellent interpersonal skills and ability to build trust and rapport quickly.
  • Strong organizational and multitasking skills to manage a personal caseload.
  • Self-motivated and able to work independently and meet outreach goals.
  • Comfortable working in a fast-paced environment and adapting outreach methods to different situations.
  • Proficient with computer systems used for documentation, communication, and outreach management.
  • Flexible in using phone, in-person, and mail-based outreach methods.
  • Fluent in English.

Nice To Haves

  • Spanish proficiency.
  • Familiarity with local community resources.

Responsibilities

  • Build relationships with potential patients and ensure they feel informed and supported.
  • Explain Upward Health’s services and benefits clearly, including making complex information easy to understand.
  • Engage and enroll patients in Upward Health programs and support a smooth onboarding experience.
  • Manage a personal caseload and balance outreach activities to meet goals and complete timely follow-ups.
  • Use phone outreach, in-person meetings, mailings, and other community-based methods as appropriate.
  • Address patient concerns and objections while maintaining trust and working toward positive outcomes.
  • Document patient information accurately and update company systems promptly.
  • Connect patients with relevant local resources and additional community-based services.
  • Collaborate with team members, share knowledge, and contribute to outreach program goals.
  • Provide empathetic, culturally respectful, patient-focused service.
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