V104 - Health Consultation Specialist

Job Duck

5d•Remote

About The Position

For ambitious, culturally diverse, curious minds seeking booming careers, Job Duck unlocks and nurtures your potential. We connect you with rewarding, remote job opportunities with US-based employers who recognize and appreciate your skills, allowing you to not just survive but thrive. As a lifestyle company, we ensure that everybody working here has a fantastic time, which is why we’ve earned the Great Place to Work Certification every year since 2022! Job Description: Join Job Duck as a Health Consultation Specialist and become a vital part of a growing, client-centered practice. In this role, you will serve as the primary point of contact for individuals and organizations seeking health consultation services, guiding clients through sensitive and complex situations with clarity and professionalism. Your daily impact will be felt as you conduct structured, non-clinical consultations, gather intake information, and coordinate next steps in collaboration with physicians and administrative teams. Success in this role comes from a thoughtful, detail-oriented approach and a genuine commitment to compassionate client experience. Candidates who thrive in high-trust, compliance-forward environments and excel at clear communication will find this position both rewarding and meaningful.

Requirements

Minimum 2 years of experience in healthcare administration, patient intake, consultation, or client-facing role
Experience conducting structured consultations involving sensitive or emotional subject matter
Strong verbal and written communication skills
High attention to detail and comfort working from defined SOPs and escalation protocols
Experience using CRM systems
Ability to work independently and collaboratively
Professional judgment and ability to maintain clear boundaries (no medical advice or clinical interpretation)
Prior experience in HIPAA-regulated environments preferred
Location and timezone: Remote, Eastern Standard Time (EST)
Working Hours: Monday to Friday
Expected call volume: High volume of calls involved
Software and Tools Required: CRM familiarity required

Responsibilities

Gather and document structured medical and case-related intake information without interpretation or clinical judgment
Conduct scheduled consultations with prospective and existing clients via phone or video, using established consult frameworks
Adhere to all HIPAA, privacy, and confidentiality requirements
Collaborate with Marketing Specialist to support CRM workflows, data quality, and continuous improvement
Track and manage consult-related CRM data, including consultations completed, conversions, and stalled/lost cases
Coordinate with physicians to confirm recommended services and overall case direction
Maintain accurate and complete records of consultations, intake information, and outcomes within the CRM
Serve as a primary client-facing contact throughout early stages of engagement
Conduct follow-up outreach to clients to gather feedback and ensure a consistent client experience
Confirm total service costs following physician recommendation and guide clients through next steps
Prepare and send engagement and consent materials; coordinate handoff to administrative staff for scheduling and logistics
Present service options neutrally, including scope, process, timelines, and pricing; escalate cases to physicians as appropriate