Patient and Family Advisor

Stellenbeschreibung:

  • Serve as the primary contact for inquiring families
  • Handle inbound and outbound calls, texts, and emails
  • Educate families about InStride’s program, treatment methods, and clinical outcomes
  • Build trusting relationships and advocate for families facing access hurdles
  • Resolve onboarding barriers and navigate complex insurance workflows
  • Verify eligibility against payer contracts
  • Manage Single Case Agreements
  • Coordinate with the authorization team
  • Communicate with insurance representatives and advocate for accurate information
  • Liaise with Payer, Scheduling, Authorization, Growth, and Clinical teams
  • Provide cross-coverage and support colleagues
  • Pilot new workflows and participate in organizational projects
  • Provide feedback to refine team processes
  • Utilize and learn AI tools to automate tasks and optimize workflows
  • Manage help desk tickets and maintain accurate CRM and internal-system records
  • Handle Protected Health Information in compliance with HIPAA regulations

Requirements

  • Proven experience working closely with customers, patients, or families
  • Experience handling difficult conversations
  • Comfortable communicating over the phone and other digital channels
  • General health insurance knowledge, including billing, verification, benefits, cost-sharing, and eligibility, highly preferred
  • Prior experience with HIPAA regulations and securely handling Protected Health Information preferred
  • Highly resilient and comfortable navigating ambiguity
  • Comfortable working in a fast-paced, collaborative team environment
  • Comfort navigating CRM platforms such as Salesforce or ZohoCRM
  • Experience with support ticketing workflows
  • Readiness to pilot new workflows, learn AI tools, and share constructive feedback
  • Warm, empathetic nature and passion for exceptional family support

Core Competencies

Demonstrates expertise in customer advocacy and support, with a strong focus on navigating insurance workflows and compliance with HIPAA regulations. Proficient in utilizing CRM platforms and AI tools to enhance operational efficiency and improve family engagement.

Highest-signal resume keywords

  • Customer Advocacy
  • Health Insurance Knowledge
  • HIPAA Compliance
  • CRM Platform Proficiency
  • Support Ticketing Workflows

Hard Skills

  • Insurance Verification
  • Billing Knowledge
  • Eligibility Verification
  • Single Case Agreements Management
  • Onboarding Barrier Resolution

Soft Skills

  • Empathy
  • Resilience
  • Effective Communication
  • Collaboration
  • Problem-Solving

Industry Keywords

  • Protected Health Information
  • HIPAA Regulations
  • Complex Insurance Workflows
  • Family Support
  • Organizational Projects

Tools & Technologies

  • Salesforce
  • ZohoCRM
  • AI Tools
  • Help Desk Ticketing Systems

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Stelleninformationen

  • Veröffentlichungsdatum:

    16 Sep 2026
  • Standort:

    WorkFromHome
  • Typ:

    Vollzeit
  • Arbeitsmodell:

    Vor Ort
  • Kategorie:

  • Erfahrung:

    2+ years
  • Arbeitsverhältnis:

    Angestellt

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