Sales Support Specialist

Well Care Health

. Monitor assigned referral portals and promptly review incoming referrals for designated branches or regions .

Posted 11/9/2026full-timeCharlotte • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in referral coordination and management within healthcare settings, ensuring timely and accurate processing of referrals while maintaining compliance with HIPAA and privacy policies. Proficient in utilizing healthcare technology and tools to support effective communication and collaboration with clinical teams and referral sources.

Highest-signal resume keywords

Referral CoordinationHealthcare Technology ProficiencyCustomer Service SkillsDocumentation ManagementEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Referral ManagementMedical Insurance VerificationData Quality ReviewDocumentation RetrievalReferral Packet Validation

Soft Skills

Effective ListeningProblem-Solving SkillsRelationship BuildingAttention to DetailOrganizational Skills

Tools & Technologies

Microsoft OfficeMicrosoft TeamsElectronic Medical RecordsReferral PortalsMosai Platform

Industry Keywords

Home HealthHospiceReferral IntakePatient CareHIPAA Compliance

About the role

Key responsibilities & impact

Monitor assigned referral portals and promptly review incoming referrals for designated branches or regions
Apply standardized clinical, capacity, payer, service-area, and operational criteria to accept, decline, or escalate referrals within 15 minutes
Retrieve, review, and validate SOC and ROC referral packets, including demographic, insurance, physician, order, and face-to-face documentation
Complete referral handoffs through the Mosai platform and designated Portal Branch Teams channels
Track referral disposition, missing documentation, escalations, and outstanding requirements through completion
Support Home Health and Hospice referral coordination, including identifying potential non-billable Home Health discharges associated with Home Health-to-Hospice admissions
Maintain referral logs, hospital hold reports, and other workload/status tools
Respond to requests for referral packets, documentation, and referral follow-up
Provide portal and referral coverage for assigned branches or regions and respond to applicable Intake Clarus calls
Support data-quality and timeliness reviews through accurate, complete, and timely referral documentation
Monitor referral conversion, branch and payer mix, response time, workload, declination patterns, outstanding orders, and documentation completeness
Collaborate with Account Executives, Clinical Intake, Clinical Managers, branch leaders, referral sources, physicians, and other team members
Support hospice referral activities, including documentation retrieval, urgent admission coordination, information visits, and referral conversion or handoff tracking
Maintain confidentiality and comply with Well Care HIPAA, privacy, and information-security policies
Perform other appropriate duties as assigned

Requirements

What you’ll need

High School Diploma or equivalent; secondary education preferred
At least two years of computer experience, preferably in healthcare
Prior experience in customer service, physician relations, referral intake, portal management, or medical insurance verification preferred
Ability to write, use the telephone, read, and speak clearly
Computer literate with demonstrated experience using Microsoft Office, Microsoft Teams, electronic medical records, referral portals, and related healthcare technology
Excellent communication and customer-service skills
Ability to develop and maintain effective working relationships with referral sources, physicians, Sales, Clinical Intake, Clinical Managers, branch leaders, patients, and other team members
Effective listening and problem-solving skills
Ability to sit or stand for extended periods of time; stoop, bend, and operate standard office equipment
Ability to work effectively in a fast-paced environment, make timely decisions using standardized criteria, organize and prioritize competing assignments, maintain attention to detail, and respond appropriately in stressful situations
Visual acuity, touch, hearing, and speaking
Schedule and hours may include weekdays, weekends, holidays, or PRN coverage; flexible hours may be required
Licensure/certification not required