
Patient Enrollment Specialist
Primary stack
Nice to have's
Job description
About the Position
Patient Enrollment Specialist
Cebu, Philippines
FULL_TIME
About Us
Helpware is a technology-driven company with offices in the USA, Ukraine, Mexico, and the Philippines, providing Customer Experience & Operational Support for modern companies. Our team of professionals is driven by the purpose of providing best-in-class value-adding services to our partners by leveraging our empowered teams, innovative solutions, and technologies.
Responsibilities
Outbound Dialing & Lead Coverage
- Work assigned, prioritized segments of the eligibility roster provided by the client (e.g., by partner practice, payer, or priority tier).
- Call patients following the standard sequence of prior touchpoints (introductory letter, physician email, etc.).
- Follow the defined call cadence and maximum attempt policy per patient before a record is marked exhausted (cadence to be finalized jointly with the client).
- Leave approved, compliant voicemails when a patient is not reached.
Sales Conversation & Enrollment Conversion
- Deliver the client's value proposition using client-approved scripting and talking points.
- Identify the patient's specific hesitation or objection and respond using the approved rebuttal framework.
- Verify basic eligibility details on the call and correct any outdated roster data.
- Secure the patient's electronic consent to enroll and capture all required intake fields accurately in the CRM.
- Set expectations for what happens next - that a client's Onboarding Specialist will follow up to complete registration and arrange their reporting method.
Cross-Functional Communication
- Hand off every enrolled patient cleanly to the Onboarding Specialist queue in the CRM with complete notes.
- Flag data-quality issues on the roster back to the client promptly.
- Escalate complex objections, eligibility questions, or payer/coverage concerns to the appropriate internal client contact.
- Participate in recurring enrollment pipeline and performance review meetings.
Compliance & Documentation
- Maintain accurate, complete CRM records and disposition codes for every call attempt.
- Follow HIPAA guidelines and client's data-handling standards on every call.
- Honor do-not-call requests immediately and document them in the CRM.
- Use approved, patient-centered language in every call.
Requirements
- Prior experience in outbound telesales, telemarketing, or phone-based enrollment - healthcare, insurance, or Medicare-related sales strongly preferred.
- Demonstrated ability to work and convert a cold outbound list at volume.
- Experience selling to or supporting the Medicare-age (65+) demographic.
- Strong objection-handling and rebuttal skills.
- Working understanding of Medicare Part B vs. Medicare Advantage basics, RTM/RPM program structure, and how the client fits into a patient's existing care.
- Excellent verbal communication and active listening.
- Comfortable with high call volume and repetitive outbound dialing.
- CRM or dialer platform experience.
- Basic familiarity with HIPAA and comfort following scripted compliance language.
Nice to Have
- 6 months to 1 year of experience in outbound sales, telemarketing, telesales, healthcare/patient enrollment, member services, or phone-based customer acquisition.
- Typing speed of at least 40 WPM.
- Ability to multitask effectively and work in a fast-paced environment.
- English proficiency at the C1 level.
- Excellent written and verbal communication skills.
- Strong attention to detail and accuracy.
- Comfortable using basic computer applications and learning new technology and platforms.
- Experience with CRM, dialer, call-center, EMR/EHR, or patient management systems; Salesforce, HubSpot, Five9, or Outreach is a plus.
- Basic understanding of HIPAA, patient privacy, and consent requirements, or willingness to learn and follow applicable guidelines.
We Offer
- Competitive salary
- Opportunity to work in a dynamic and innovative environment
- Professional growth and development opportunities
About the Company
Helpware is a technology-driven company with offices in the USA, Ukraine, Mexico, and the Philippines, providing Customer Experience & Operational Support for modern companies. Our team of professionals is driven by the purpose of providing best-in-class value-adding services to our partners by leveraging our empowered teams, innovative solutions, and technologies.
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Київ, Варшава (Польща), Гвадалахара (Мексика), Сан-Франциско (США)