Patient Onboarding Specialist

TGH Senior Center Powered by Greenbrook Medical•Tampa, FL

11d•$22 - $26•Remote

About The Position

Greenbrook Medical is seeking an Onboarding Specialist to welcome prospective new members, introduce them to Greenbrook Medical, and schedule their first PCP visits. This role combines customer service, relationship-building, and tenacity to help grow and retain our patient community. As part of the Growth team and reporting to our VP of Growth and Population Health, the Onboarding Specialist connects with attributed patients and insurance-provided leads, manages PCP changes, and ensures a smooth onboarding experience. This role is focused on converting potential members while representing Greenbrook Medical’s values-driven mission to seniors, their families, and the community. The ideal candidate is self-motivated, personable, and resilient, with strong customer service skills and comfort in high-volume outreach. This is an opportunity to grow with a supportive and dynamic team, making a direct impact on access to quality primary care.

Requirements

3+ years of customer service experience and cold calling prospects
Resilience & persistence: Comfortable with high-volume outbound calls and consistent follow-up.
Empathy & communication: Adapts tone for outreach and inbound support; strong listening, clear communication, and persuasive storytelling.
Results-oriented: Focused on measurable outcomes like appointments scheduled and conversion rates.
Team & relationship skills: Builds trust and rapport quickly, collaborates effectively, and balances individual and team goals.
Problem-solving & objection handling: Navigates concerns, offers alternatives, and maintains a positive attitude.
Basic insurance knowledge: Understands HMO, PPO, Medicare Advantage, and can answer common questions.
Tech-savvy & organized: Comfortable with CRMs, EMRs, Google Suite, and manages time efficiently.
Valid driver’s license and access to a vehicle.
Embody core values of Heart, Excellence, Accountability, Resilience, and Teamwork.

Nice To Haves

Prior sales, retail, medical office, senior living, or service industry experience strongly preferred

Responsibilities

Make high-volume outbound calls to connect with prospective patients and insurance leads, including cold calls to introduce them to Greenbrook and our mission.
Respond quickly and professionally to inbound inquiries via phone, web, or other channels.
Schedule and guide patients on clinic tours, giving them a warm, informative first impression of Greenbrook.
Represent Greenbrook at community events, engaging prospective members and sharing our value and care philosophy.
Coordinate new patient PCP appointments and ensure all paperwork is completed smoothly.
Assist with transferring medical records and other information to make the patient onboarding experience seamless.
Keep accurate records of all outreach, calls, and follow-ups in our CRM, EHR, and other tools.
Track outcomes to help the team measure success and improve engagement strategies.
Follow HIPAA regulations and company policies to protect patient information.
Support the team with a variety of tasks as needed, contributing to overall success in a dynamic and fast-paced environment.
Proactively calling prospective members and attributed patients to encourage PCP selection at Greenbrook Medical and ensuring that the patients schedule and complete their first visit.
Responding quickly to inbound leads to convert interest into scheduled visits.