Patient Advocate
Job 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.