- Conduct outbound calls and digital outreach (SMS, email) to referred clients to drive new client enrollments, meeting quality and productivity requirements.
- Document all incoming referrals and interactions in systems of record with timely and accurate updates.
- Match clients with existing doulas in the Pomelo Care doula network.
- Coordinate with health plan case managers and external healthcare providers to share updates on referrals and achieve enrollment goals.
- Track, monitor, and enroll referrals, ensuring timely processing and communication with all parties.
- Manage inbound calls from potential clients and external partners, answering their questions, addressing their concerns, and providing guidance on how Pomelo can support their needs.
- Achieve member enrollment and doula matching goals as driven by company KPIs.
- Maintain a high quality level for documentation and in interactions with clients and doulas.
- Confirm client’s health plan eligibility details via automatic clearinghouse and online health insurance portals.
- Participate in training and development opportunities to stay current on healthcare trends and regulations.
Customer serviceOrganizational skillsTime Management+1 more