Identifies, researches, engages, and qualifies prospective healthcare clients through outbound and inbound outreach. Maintains target account lists, conducts initial discovery, schedules qualified meetings, nurtures leads, and accurately tracks prospect activity in HubSpot CRM. Collaborates with marketing and sales on campaigns, pipeline reporting, forecasting, and lead-quality improvements. Success is measured by outreach volume, qualified meetings, opportunities created, conversion rates, and revenue influenced.

Investigate and resolve unpaid orthodontic insurance claims 30+ days old by contacting carriers, re-filing claims, updating policy and estimated insurance information, and reporting daily to the OIS Account Manager. Review and resolve call-center tickets and make necessary account adjustments to ensure accuracy.