Intake Coordinator

This role will serve as a liaison between Transcarent's 2nd.MD current and potential members. A successful candidate will be effective in this concierge role by educating current and potential members on the benefits of Transcarent's2nd.MD's services, while promoting member satisfaction and experience.

This is a full-time position, and general hours of work and days are Monday through Friday, 8:00 a.m. to 5:00 p.m PST / 10:00am - 7:00pm CST

A Day in the Life

• Answering calls in a high-volume, fast-paced environment

• Proactively communicate Transcarent's 2nd.MD benefits and the value of our service to members

• Telephonic Intake and medical triage to the appropriate nurse team member

• Assign electronic case requests to appropriate nurses based on the member's medical concern or diagnosis

• Offer guidance to members regarding their health plan resources

• Activate new member accounts, reset account passwords, and input/update necessary member information into our database

• Manage an active inventory of requests with timely follow-up

• Assist Transcarent's 2nd.MD specialists with account concerns

• Effectively navigate multiple internal systems and processes to obtain appropriate data

• Perform outbound calls to members who attend 2nd.MD informational webinars

• Maintain 2nd.MD email distribution lists to ensure you respond to members in a timely manner

• Manage the Care team email inbox and assign appropriate emails to nurse cases

• Verify member eligibility utilizing Health plan carrier databases

• Distribute cases amongst the Personalized Local Support team

• Distribute cold call referrals to the Health Advocate team

• Collaborate closely with the client management and engagement team to better prepare for new client onboarding and client communication campaigns

• Collaborate closely with the Monitor team to troubleshoot member and specialist tech issues

• Collaborate closely with the scheduling team regarding 2nd.MD specialists or member consultation concerns

• Meet both team and personal qualitative and quantitative targets

What we're Looking For

• Certified Medical Assistant preferred

• 3 + years of professional experience in a medical office setting

• Ability to navigate through multiple technology platforms

• Communication Skills, Time Management, Organization, Attention to Detail, Quality Focus, Professionalism, Productivity, Documentation Skills, Critical Thinking, Customer Services Skills, Data Entry Management, and Interpersonal Skills

• High level of professionalism

• Excellent verbal, written, and interpersonal communication skills

• Ability to prioritize and perform multiple high-priority tasks concurrently with minimal direction

• Team player with the capacity to coordinate across departments

Who we are

Transcarent is the One Place for Health and Care, bringing medical, pharmacy, and point solutions together with the WayFinding experience, the first and only generative AI-powered health and care platform for health consumers.

Our WayFinding experience, paired with transparent and consumer-driven pharmacy care, 2nd.MD expert medical opinions, and virtual primary care, works seamlessly with comprehensive Care Experiences - Cancer Care, Surgery Care, and Weight Health - to support people with all of their health needs, simple or serious. More than 1,700 employers and health plans rely on us to provide information, guidance, and care, empowering health consumers with more choice, an experience they love, access to higher-quality care, and lower costs for 21 million Members. For more information, visit transcarent.com, and follow us on LinkedIn.

At Transcarent, our values guide everything we do:

• People First: We prioritize our Members, clients, and each other in every decision

• Care: Every decision starts with improving health and care for our Members

• Resilience: We push boundaries and take the uncharted path to change an industry

• Results: We take ownership, solve with speed, and deliver for our people and each other

• Humble and Human: We lead with humility, bring fun to tough moments, and go further together

Total Rewards

Individual compensation packages are based on a few different factors unique to each candidate, including primary work location and an evaluation of a candidate's skills, experience, market demands, and internal equity. Salary is just one component of Transcarent's total package. All regular employees are also eligible for the corporate bonus program or a sales incentive (target included in OTE) as well as stock options.

Our benefits and perks programs include, but are not limited to:

• Competitive medical, dental, and vision coverage

• Competitive 401(k) Plan with a generous company match

• Flexible Time Off/Paid Time Off, 13 paid holidays

• Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance

• Mental Health and Wellness benefits

Transcarent is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. If you are a person with a disability and require assistance during the application process, please don't hesitate to reach out!

Research shows that candidates from underrepresented backgrounds often don't apply unless they meet 100% of the job criteria. While we have worked to consolidate the minimum qualifications for each role, we aren't looking for someone who checks each box on a page; we're looking for active learners and people who care about disrupting the current health and care with their unique experiences.