Outreach and Enrollment Coordinator

At WelbeHealth, we are transforming the reality of senior care by providing an all-inclusive healthcare option to our most vulnerable senior population by serving as both a care provider and care plan to the participants we serve.

Reporting to the Marketing, Outreach, Enrollment, and Eligibility (MOEE) Director, the Outreach and Enrollment (O&E) Coordinator is accountable for initiating, coordinating, and scheduling the PACE eligibility and enrollment process. The O&E Coordinator provides customer service driven by our mission, vision, and values.

Essential Job Duties:

• Answer calls from prospective participants and conduct follow-up calls to referrals, while providing great customer service, explaining the WelbeHealth enrollment process, and converting all inbound inquiries to home visits
• Assign possible enrollments to the Benefits Coordinator when there are financial concerns/questions, share of costs (SOC), or Medi-Cal applications to be completed for financial verification
• Demonstrate in-depth knowledge of all relevant components of MOEE Playbook
• Schedule of initial home visits, LOC visits, MSW/PCP assessments, Enrollment Conferences, and transportation for all visits
• Aid MOEE Director and team in MOEE meeting facilitation, using available A/V to document tasks, follow-ups, notations, and assignments of MOEE team in Salesforce
• Assist with PR, marketing, outreach, and enrollment projects as needed

Job Requirements:

• Associate’s degree in a relevant field, bachelor’s degree preferred
• Two (2) years of relevant experience preferred
• Strong customer service orientation
• Ability to work independently with minimal supervision
• Reliable means of transportation
• Experience in Salesforce, MS Office Suite, and/or Athena preferred
• Bilingual preferred

Benefits of Working at WelbeHealth: Apply your expertise in new ways as we rapidly expand. You will have the opportunity to design the way we work in the context of an encouraging and loving environment where every person feels uniquely cared for.

• Medical insurance coverage (Medical, Dental, Vision)
• Work/life balance - we mean it! 17 days of personal time off (PTO), 12 holidays observed annually, and sick time
• 401 K savings + match
• And additional benefits

Last updated on Jul 3, 2024