Patient & Family Advisor
New
I
InStride HealthMental Health
Remote, US, 11am-7pm Eastern timeFull-TimeMiddle
Salary57,000 USD per year
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Job Details
- Required Skills
- SalesforceCRM
Requirements
- Proven experience working closely with customers, patients, or families.
- Comfortable handling difficult conversations and communicating over the phone and digital channels.
- General health insurance knowledge including billing, verification, benefits, and eligibility.
- Prior experience with HIPAA regulations and securely handling Protected Health Information.
- Comfort navigating CRM platforms such as Salesforce or ZohoCRM.
- Familiarity with support ticketing workflows.
- Resilient, comfortable with ambiguity, and able to thrive in a fast-paced team.
- Strong collaborative spirit and willingness to learn AI tools.
Responsibilities
- Serve as the primary contact for inquiring families, handling inbound and outbound calls, texts, and emails to educate them on InStride’s program.
- Foster trusting relationships by offering empathetic guidance and advocating for families facing hurdles in accessing care.
- Resolve onboarding barriers and navigate complex insurance workflows including eligibility verification and Single Case Agreements.
- Act as a central liaison connecting families with internal clinical, payer, and authorization teams.
- Maintain precise records and help desk tickets within the CRM in compliance with HIPAA regulations.
- Pilot new workflows and provide constructive feedback to refine team processes.
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