- Position Summary:
Conduct outbound outreach (calls, SMS, emails) to patients to:
Confirm and update insurance information
Encourage prescription refills
Promote and assist with New Year coupon opt-ins
Accurately document all interactions and outcomes in the CRM or internal systems
Identify and escalate insurance-related or refill barriers to the appropriate teams
Maintain daily outreach goals and support broader team performance metrics
Collaborate cross-functionally with support, pharmacy, and operations teams as needed
Provide a positive and empathetic patient experience throughout every interaction
1–2 years of experience in a customer service, outreach, or healthcare support role (pharmacy or insurance experience a plus)
Excellent verbal and written communication skills
Strong organizational skills and attention to detail
Comfortable using CRM tools, phone systems, and digital communication platforms
Ability to handle confidential patient information in compliance with HIPAA and company policies
Flexible, adaptable, and able to thrive in a dynamic work environment
We are seeking a detail-oriented and proactive Interim Outbound Specialist to support our outreach efforts during a critical seasonal period. This role will focus on engaging with patients through outbound calls, messages, and follow-ups to ensure they have completed essential steps such as insurance updates, prescription refills, and coupon opt-ins for the new year.
The ideal candidate has strong communication skills, is highly organized, and thrives in a fast-paced, patient-focused environment.
Key Responsibilities:Top Skills
What We Do
Founded in 2015, Helpware is a company taking a modern approach to the outsourcing industry. We created the company to change perceptions of what outsourcing is and can be, and we did that by building amazing cultures in each of our locations, and by simply treating our employees better. With Helpware, we are all a team and family, and you'll see that true difference when partnering with us.
Helpware builds customized teams in Customer Service and Back Office for industry-leading startups and modern companies. With offices in California, Colorado, Kentucky, Ukraine, Philippines, Germany, and Mexico, we have the global scale to tailor custom teams and processes for success to our many powerhouse clients.
Helpware has grown over the years, initially catering to startup client partners, and has now evolved into creating client partnerships with large enterprises as well.
