Advantmed

Call Center Representative

• Perform verification and follow-up calls with healthcare providers to collect patient records
• Schedule appointments with providers for record collection and retrieval
• Resolve issues through phone and electronic communication
• Follow additional instructions based on evolving project and business needs
• Maintain a professional, customer-focused and team-focused approach
• Utilize MS Office tools
• Handle a high volume of outgoing calls

Contact Center Representative – Medical Record Retrieval

Marketing

• Lead the end-to-end RFP and proposal process, including requirements review, project timelines, SME coordination, stakeholder deliverables, content development, approvals, and submission.
• Draft, edit, and format proposal content aligned with Advantmed messaging and brand standards.
• Maintain and improve RFP content libraries, reusable responses, supporting materials, and proposal processes.
• Develop and maintain sales and marketing materials, including pitch decks, presentations, solution overviews, one-pagers, sales proposals, digital advertising, and sales enablement assets.
• Support digital marketing campaigns across email, LinkedIn, website, and other digital channels.
• Manage website updates with the external website agency.
• Support planning and execution of trade shows, conferences, sponsorships, hosted events, and other marketing events.
• Coordinate event logistics, materials, vendors, external partners, budgets, expenses, invoices, and documentation.
• Provide post-event reporting on attendance, meetings, engagement, and outcomes.
• Own weekly marketing reporting and maintain marketing calendars, project trackers, campaign schedules, and event timelines.
• Track marketing budgets, expenses, invoices, and vendor costs.
• Report to the Director of Marketing and work cross-functionally with Sales, Product, Client Success, Solutions, and other internal teams.

Marketing Associate

Physician Assistant

• Contact members via outbound calls to schedule healthcare appointments
• Educate members on available healthcare benefits and preventive services
• Schedule, reschedule, and confirm appointments in the scheduling system
• Follow up with members regarding missed appointments and callback requests
• Handle inbound inquiries related to appointments and healthcare programs
• Accurately document call outcomes and member interactions
• Review member eligibility and appointment requirements
• Assist members in understanding Annual Wellness Visits, preventive screenings, and care gap closures
• Coordinate with provider offices and internal teams to secure appointment availability
• Escalate clinical concerns to the appropriate healthcare professional
• Maintain accurate member records within EMR/CRM platforms
• Ensure HIPAA compliance and patient confidentiality
• Meet quality, productivity, and attendance expectations

Medical Assistant – Scheduling, Member Outreach

Appointment Setter

• Lead, coach, and develop a team of 10-20 Appointment Scheduling Specialists.
• Conduct daily huddles, coaching sessions, and performance reviews.
• Monitor real-time performance and provide immediate support when required.
• Manage attendance, schedule adherence, and employee engagement.
• Create action plans for underperforming employees.
• Ensure daily, weekly, and monthly scheduling targets are achieved.
• Drive appointment booking, confirmation, and conversion performance.
• Manage workload distribution and workforce utilization.
• Collaborate with Workforce Management, Training, QA, and Operations leadership.
• Support implementation of new campaigns and process changes.
• Ensure adherence to HIPAA and company compliance standards.
• Review quality scores and conduct calibration sessions.
• Monitor call handling practices and member interactions.
• Drive documentation accuracy and CRM compliance.
• Analyse KPI trends and identify improvement opportunities.
• Conduct root cause analysis for performance gaps.
• Develop performance improvement plans for team members.
• Prepare operational reports and present results to leadership.
• Act as the primary point of contact between Operations and Support Functions.
• Partner with QA, Training, Workforce Management, and Client Services teams.
• Escalate operational risks and implement corrective actions.

Team Leader – Appointment Scheduling Operations

Technician

• Maintain a record system for patient information and gathering documents
• Ensure medical records are organized, accurate, and complete
• Create digital copies of paperwork and store records electronically
• File paperwork/reports quickly and accurately
• Ensure HIPAA standards
• Use electronic system to properly collect, organize and manage data
• Follow all confidentiality guidelines, rules, and procedures
• Interact with medical staff, healthcare providers, and other medical personnel
• Travel to various medical facilities and hospitals to scan patient medical records

Medical Records Technician

• Maintain a record system for patient information and gather documents
• Use electronic systems to collect, organize, and manage data
• Ensure medical records are organized, accurate, and complete
• Create digital copies of paperwork and store records electronically
• File paperwork and reports quickly and accurately
• Ensure HIPAA standards are met
• Follow confidentiality guidelines, rules, and procedures
• Interact with medical staff, healthcare providers, and other medical personnel
• Travel to medical facilities and hospitals to scan patient medical records

Vice President

• Build the member intake, assessment, segmentation, care planning, navigation, referral, follow-up, and case-closure workflows for Medicare Advantage, Medicaid, and D-SNP populations.
• Author playbooks, SOPs, scripts, decision trees, and clinical and non-clinical escalation protocols.
• Define care coordinator and navigator staffing, caseload, and capacity models.
• Hire and train the initial team.
• Build training, certification, quality assurance, and performance management programs.
• Establish KPIs and outcomes measurement.
• Define case management and technology requirements, including build-versus-buy decisions.
• Design outreach and engagement strategies to drive participation in navigation and care coordination services.
• Lead the offering from concept to launch and scale staffing, processes, and technology against client volume.
• Establish client reporting and unit economics from the start.
• Report to the Chief Operations Officer.

Contact Center Representative – Medical Record Retrieval

Marketing Associate

Medical Assistant – Scheduling, Member Outreach

Team Leader – Appointment Scheduling Operations

Medical Records Technician

Medical Records Technician

VP, Care Management – Navigation