Patient Enrollment Specialist – Field Sales

Patient Enrollment Specialist – Field Sales

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• Begins to nurture, build and cultivate direct-to-seniors and business-to-business partnerships to generate new patient opportunities year-round.
• Meets with individual seniors and groups in their homes, workplaces, houses of worship, senior centers or living communities to share the Chen Med value proposition.
• Start planing, coordinating and executing local events within the community (for example, information tables, health fairs, doc talks, etc.) to help reach our ideal patients (i.e., medically underserved, Medicare‑eligible seniors, age 55 and older).
• Start cultivateing strong relationships with health plan agents, individual insurance agents, social workers, case workers, senior housing managers, senior centers and related community providers to keep Chen Med/Jen Care Medical Centers as their top provider choice for senior healthcare when referring patients to a primary care physician.
• Partners with community officials, businesses and senior outreach programs to develop initiatives that will appropriately drive new patient growth.
• Schedules one‑on‑one sales meetings, referral relationships with Plan agents, independent brokers and the senior community to deliver solutions on immediate customer requests. Manages vendors as related to event planning and negotiating contracts with venues where events are taking place.
• Ensures insurance agents and/or brokers are invited to community events to ensure timely patient assignment to Chen Med/Jen Care Medical Centers.
• Learns to use marketing and sales tools to identify solutions and sell to new customers. Maintains up-to-date client information in designated customer relationship management (CRM) tool (for example Sales Force). Utilizes CRM tool to document interactions with clients and ensures effective management of leads.
• Provides monthly activity calendar reflecting community access points and new tabletop venues. Creates penetration plans and initiatives in key target markets and channels.
• Recovers dormant customers via sales tools and marketing campaigns.
• Drives new member growth by appropriately educating potential patients on our value proposition and healthcare model. Delivers prescribed presentation in front of large audiences.
• Develops distribution channels to support new patient enrollment growth. Uses all sales tools provided to ensure efficiency and collection of pertinent data.
• Partners with sales leadership to improve effectiveness of engagements with distributors, vendors and community partners.
• Builds trusting relationships with brokers/insurance agents/case workers/third‑party vendors associated with seniors with supervision. Develops and executes specific broker and partner strategies and plans.
• Engages with new patients through and beyond their first appointment. Maintains relationships with enrolled patients to positively impact retention. Helps address and resolve customer complaints and issues as required.
• Performs other related duties as assigned.

Gaining the confidence and trust of others through honesty, integrity, and authenticity.

• Follow through on commitments
• Is seen as direct and trustful
• Keeps confidences
• Practices what he or she preaches
• Shows consistency between words and actions

Consistently achieving results, even under tough circumstances.

• Has a strong bottom‑line orientation
• Persists in accomplishing objectives despite obstacles and setbacks
• Has a track record of exceeding goals successfully
• Pushes others

Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.

• Readily acts on challenges, without unnecessary planning.
• Identifies and seizes on new opportunities
• Displays a can‑do attitude in good and tough times
• Steps up to handle tough issues

Developing and delivering multi‑mode communications that convey a clear understanding of the unique needs of different audiences.

• Is effective in a variety of communication settings:…