Referral Support Advocate

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Quick Summary

Overview

Referral Support Advocates work alongside our entire Care Team to lead our mission in finding our members high quality providers for in person (and virtual) visits.

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Referral Support Advocates work alongside our entire Care Team to lead our mission in finding our members high quality providers for in person (and virtual) visits. If you are a task-oriented individual with a strong interest in making a real difference in member lives, we want to hear from you.

Each member deserves world class service from their Care Team and access to high quality doctors for their health care. We are looking for someone who goes above and beyond to find the highest quality providers for our members to see.

  • Onboard with the Included Health team and engage in internal learning and training
  • Demonstrate knowledge of proprietary software and other required technology
  • Immediately make an impact for our members by managing Concierge Referrals and selecting the highest quality provider that meets members’ needs
  • Get to know your team members – catch up over lunch, shadow, and attend team outings
  • Demonstrate your proficiency in running Concierge Referrals within the agreed service level agreements and the target quality standard
  • Develop an organizational system to manage your dashboard of active cases
  • Enhance your knowledge of our customers’ insurance plans and benefits offered to employees
  • Be a vocal and active contributor during team meetings – we want to hear your perspective!
  • Demonstrate an ability to skillfully and effectively work with team members across Care, Clinical, and Quality Teams
  • Set individual level goals for the year with your manager, including quarterly milestones
  • Understanding and completing all affiliated tasks with Concierge Referrals. Your daily duties will include; understanding members’ preferences and finding and presenting high quality providers
  • Work with a scheduling team to schedule appointments on the member’s behalf, and ensure the member is supported through their health care journey.
  • Balance velocity and quality performance targets while delighting your members
  • Understands and meets (or exceeds) all service level agreements
  • Be extremely detail oriented. You will be expected to gather accurate data and information from provider offices; including new patient availability, insurance contracts, conditions treated and more
  • Ability to work in a fast-paced environment that is subject to rapid change.
  • Demonstrate problem solving, open and clear communication, and good judgment to appropriately manage your responsibilities.
  • Work with our Records Team to assist members in collecting their records to forward to their new providers
  • Collaborate with peers within the Member Care Advocates, Records Specialist, Clinical, Quality and Training teams
  • Have a focus on and drive continuous improvement, constantly questioning how and why we do things and suggest alternatives that improve the customer experience, efficiency, etc.
  • Continue to grow and create value within the role to leverage and improve upon the skills you already have, to take on new responsibilities, to build subject matter expertise and to experience different types of thought leadership
  • Discuss additional benefits offered to Included Health members and connect them with appropriate departments
  • Great verbal communication skills. You will need to be able to explain our services to provider offices, verify office availability and determine scheduling requirements.
  • Great written communication skills.  You will need to communicate with our broader team in concise and informative messages.
  • Confident in asking questions and comfortable in raising your hand when you need help. Lost time can directly impact lives.
  • Pay attention to the little details – they matter
  • Perform accurate data collection and entry
  • Demonstrate adaptability with process changes in fast-paced and ambiguous environments
  • Be comfortable performing internet searches
  • Ability to troubleshoot basic technical issues
  • Be proficient with common office software – Google Apps, CRM systems, etc.
  • Demonstrate strong organizational skills
  • Have a sense of humor, and like to have fun. We work hard. So we like to laugh a lot too.
  • Ability to remain seated in a stationary position for prolonged periods.
  • Requires eye-hand coordination and manual dexterity sufficient to operate keyboard, computer and other office-related equipment.
  • No heavy lifting is expected, though occasional exertion of about 20 lbs. of force (e.g., lifting a computer / laptop) may be required.
  • Ability to interact with leadership, employees, and members in an appropriate manner.
  • Location & Eligibility

    Where is the job
    Worldwide
    Fully remote, anywhere in the world
    Who can apply
    Same as job location

    Listing Details

    Posted
    April 28, 2026
    First seen
    April 30, 2026
    Last seen
    May 4, 2026

    Posting Health

    Days active
    4
    Repost count
    0
    Trust Level
    46%
    Scored at
    May 5, 2026

    Signal breakdown

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    Referral Support Advocate