About The Villages Health
The Villages Health is a patient-centered primary care driven, multi-specialty medical group with over 800 team members. Our unique care model gives us both the time and resources to truly care for our patients, along with a company culture that supports a healthy work-life balance for our team members. Our purpose, mission and vision is to empower Villagers and the surrounding communities to live out their dreams by keeping them healthy and healing them quickly. Together, we are changing the way healthcare is delivered and are making a positive difference in the lives of our patients and the communities we serve. In doing so, The Villages Health is creating America’s Healthiest Hometown.
Our Full-time Benefits
Medical, Dental & Vision Insurance | Matching HSA & 401k | PTO & Paid Holidays | The Villages Charter School Eligibility | & much more!
Hiring Event
Please bring your resume and join us:
- Friday, October 17th from 9:30 AM to 1:30 PM at The Villages Health Administrative Office (6503 Powell Road, The Villages, FL 32163) – RSVP’s are encouraged through Eventbrite at https://bit.ly/45idgbK
Responsibilities:
An exempt position responsible for supporting the optimization of our customer relationship management system to enhance patient engagement, improve internal processes and drive growth. The ideal candidate will have a strong understanding of CRM strategies, excellent analytical skills, and the ability to collaborate with cross-functional teams to implement effective CRM initiatives. In addition, this role will support the sales teams by following up on warm leads, assist in maintaining lead referrals and schedule those prospective patients for their initial appointment with The Villages Health.Essential Duties and Responsibilities:
Duties and Responsibilities may include, but are not limited to:
- Be an expert of The Villages Health brand, care model and the new patient experience.
- Build rapport with potential new patients and educate them about The Villages Health experience, accepted insurances, and new patient process.
- Follow up on warm leads generated by the marketing department, community outreach team members, call center, and walk-ins.
- Seek sufficient information to track prospective patient information in the CRM and update the CRM and EMR systems for all patient interactions.
- Adhere to compliance and HIPAA regulations.
- Identify areas for process improvement to best meet the business need and improve patient experience.
- Ensure comprehensive understanding of Salesforce effective utilization to maximize tours and sales opportunities.
- Work with IT team members when needed to effectively coordinate any aspect of Salesforce.
- Facilitate the implementation and service of our CRM system, ensuring data accuracy and compliance.
- Develop and execute CRM strategies to improve patient engagement and retention.
- Manages user training and provides ongoing CRM system support to maximize user adoption.
- Stay up-to-date with industry trends and best practices in CRM and customer experience.
- Salesforce Subject Matter Expert and liaison between IT and sales teams.
- Create and maintain sales reporting needs.
- Ability to provide coverage within the New Patient Specialist and New Patient Advisor teams.
- Other duties as assigned to support the sales team and growth efforts.
- Associate’s degree in marketing, business, or related field, preferred or equivalent years of experience.
- 2 years sales or relevant experience; health care industry experience a plus.
- Strong knowledge of CRM software and best practices; workflows, reporting and best practices required.
- Exceptional communication and interpersonal skills.
- Strong attention to detail and organizational skills.
- Knowledge of Medicare insurance preferred
- Knowledge of health care field, specifically Medicare and Medicare Advantage.
- Knowledge of legal and ethical considerations related to patient information.
- Knowledge of customer service principles, applications, and conflict resolution.
- Strong analytical and critical thinking skills
- Skill in putting information in preferred medical record systems; meeting clinic standards.
- Skill in diffusing tense situations through diplomatic problem-solving.
- Skill in using computer, medical records software, and customer relationship management tools.
- Skill in Microsoft Office, including Excel, Word, and Outlook.
- Skill in public speaking and presenting, either 1:1 or in a group setting.
- Ability to communicate effectively with new patients, staff, and insurance via phone, in person and through email.
- Ability to use sales skills to provide expert advice and guide warm leads in the decision-making process.
- Ability to work independently and collaboratively in a fast-paced environment.
Salary is commensurate with experience.
Questions? Contact us at [email protected]
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What We Do
The Villages Health offers a revolutionary style of care that puts the patient at the center of their own well being!
We're excited to offer our residents an exciting new medical home, where the focus is on you. Imagine a doctor who will greet you by name, treat you as a friend, and grow old with you - just a golf car ride away - here in your very own hometown. Every doctor has agreed to limit the number of patients they serve, in an effort to slow down and get to know you better. And they're quite excited about the opportunity!
Each doctor serves as the captain of a team of professionals dedicated to your better health. Information is shared freely amongst the team, so that everyone involved with your well being is part of the same plan for your success. We've also teamed with the University of South Florida and USF Health. This unique partnership allows our specialists access to your medical records, ensuring that your entire care team is on the same page. It also keeps our doctors current with the latest research and medical discoveries.
A better way to take care of yourself, right here, in America's Healthiest Hometown!
