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The job in short
Patient advocate.
ExcelClinicalInsurance
Details
- Found
- 7 d ago · posted 2026-10-22
- Location as listed
- Tampa, Florida, United States
- Role
- Patient Services / Front Office
- Pay (as listed)
- $28–$31 an hour
- Source
- The company’s own careers site
Full description
Here's the revised version:
Patient Advocate – Hearing Aid Enrollment
Compensation: $28 - $31 per hour | Location: Tampa, FL| Type: Full-Time | Industry: Long-Term Care
About Us
We are a mobile multi-specialty healthcare company serving residents in post-acute and long-term care settings. We bring essential services — including audiology and hearing aid programs — directly to seniors where they live. Our Patient Advocates are the heart of our enrollment process, connecting residents and their families with life-changing hearing care through a compassionate, consultative approach.
The Opportunity
We are hiring a Patient Advocate to guide residents and their families through our hearing aid enrollment program from initial lead contact through program approval. This is a conversion-focused, relationship-driven role that sits at the intersection of healthcare enrollment and consultative sales. If you have experience in senior care, Medicaid enrollment, insurance, or patient services and thrive in a high-outreach environment, this role is built for you.
What You'll Do
Lead Vetting & Outreach
• Vet assigned leads by contacting responsible parties (POAs), Business Office Managers, and Social Services Directors to verify financial eligibility and program interest
• Conduct daily outbound calls and emails to residents, families, and facility contacts
• Maintain consistent follow-up on all open leads — no lead goes unworked beyond one business week
Enrollment & Documentation
• Clearly explain our program, benefits, cost structure, and enrollment process to families and residents
• Record verbal approvals and collect all required documentation for UMED submission
• Create UMED requests in CounselEar and update resident enrollment status at each stage
• Upload and categorize all documentation in Monday.com per protocol
• Enter responsible party information accurately into Monday.com
Communication & Relationship Management
• Send DCF submission emails to facility Business Office Managers at point of enrollment
• Send Welcome emails to newly enrolled POAs
• Prepare and send handwritten thank-you notes for each completed enrollment
• Coordinate with Finance on approval emails and payment option communication
• Respond to inbound calls from residents, families, and facilities and route appropriately
What You Bring
Minimum Qualifications
• High school diploma or equivalent required; Associate's or Bachelor's degree preferred
• 2+ years of experience in sales, enrollment, patient services, or customer-facing communication
• Strong phone skills with the ability to build rapport quickly and handle objections professionally
• Spanish Speaking a plus
• Proficiency with Microsoft Outlook, Excel, and CRM tools (Monday.com experience preferred)
• Ability to manage a high-volume lead queue with consistent follow-through
• Detail-oriented documentation habits
Preferred Qualifications
• Experience in healthcare enrollment, insurance, or long-term care patient services
• CounselEar or Medicaid enrollment experience
• Prior experience in a commission-based or conversion-driven role
Core Competencies
• Consultative enrollment and sales ability
• Empathetic, professional communication with families and residents
• Lead management discipline and follow-through
• CRM accuracy and documentation integrity
• Cross-functional collaboration with Finance and Clinical teams
• Resilience and persistence in outreach
Why Us
• Mission-driven work that directly improves quality of life for seniors
• Collaborative, fast-moving team environment
• Opportunity to grow within a company expanding across multiple specialties and markets
We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
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