Insurance Outreach Patient Activation Specialist
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-01-11
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Healthcare
Healthcare Administration, Health Communications
Benefits
- 401(k)
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
The Insurance Benefits Outreach & Patient Activation Specialist is responsible for proactively identifying patients whose insurance benefits we are credentialed to provide, clearly explaining those benefits to the patient, and activating them to schedule and attend care—starting with covered hearing exams and extending through treatment recommendations.
This role exists to ensure that patients actually use the benefits they are entitled to, while driving qualified, insurance-aligned traffic into the clinic that supports provider schedules, conversion opportunities, and long-term patient relationships.
Core ResponsibilityTurn credentialed insurance benefits into scheduled patient visits through accurate benefit interpretation, clear patient communication, and coordinated scheduling.
Key Responsibilities- Insurance plans company is credentialed with (by state and location)
- Covered benefits (e.g., annual hearing exams, diagnostics, follow-ups)
- Reimbursement structures relevant to patient communication
- Insurance carrier
- Eligibility for covered hearing services
- Lapsed or unused annual benefits
Proactively contact patients (phone-first, text/email follow-up as appropriate) to:
- Explain what benefits they have
- Clarify what is fully or partially covered
- Emphasize use-it-or-lose-it benefits (e.g., annual hearing exams)
- Communicate in clear, non-insurance jargon language so patients understand:
- Why they should come in now
- What to expect at the visit
- That the clinic is credentialed and prepared to support their coverage
Schedule patients directly into the clinic with the appropriate provider
Coordinate with PCCs and clinic staff to:
- Align appointments with provider availability
- Ensure insurance alignment is documented correctly in the chart
- Track outreach attempts, outcomes, and scheduled appointments
While not selling, this role supports downstream conversion by:
- Ensuring patients arrive informed and prepared
- Setting expectations that hearing exams often lead to treatment discussions
- Reinforcing the value of seeing a provider even when only an exam is covered
- Is comfortable reading patient charts and insurance information
- Understands how to translate benefits into plain English
- Has experience in healthcare outreach or insurance-based patient engagement
- Is confident on the phone and skilled at patient education—not hard sales
- Understands that benefit awareness drives utilization and revenue
- Number of credentialed-insurance patients contacted
- Appointment conversion rate from outreach
- Show rate for scheduled benefit-based exams
- Downstream conversion (exam → treatment plan → device discussion)
- Provider schedule utilization tied to insurance-aligned visits
This is a remote position.
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