Insurance Referral Coordinator

Description Referral Project Assistant (Part-Time, Contract)

Location:

Chattanooga, TN Overview:

We are partnering with a specialty medical practice seeking a detail-oriented Referral Project Assistant to support a backlog of patient referrals. This role is critical in ensuring patients meet insurance requirements prior to being seen, while also providing excellent communication with both providers and patients.

Key Responsibilities:

Conduct outbound follow-up with Primary Care Providers (PCPs) to obtain required patient referrals in accordance with insurance guidelines Communicate directly with patients regarding referral status, including explaining requirements, cancellations, and rescheduling appointments when necessary Accurately document all interactions and updates within patient charts Identify and flag patients who do not require referrals based on insurance verification Work from an existing Excel spreadsheet to track referral status and progress Assist in prioritizing and managing a high-volume backlog of referral follow-ups Provide backup support to the full-time Referral Specialist as needed

Required Qualifications:

Experience with medical insurance verification, including navigating commercial insurance portals to confirm patient benefits Basic to intermediate proficiency in Microsoft Excel Strong organizational skills with the ability to manage multiple priorities efficiently Excellent communication skills, both written and verbal, with a patient-focused approach High attention to detail and accuracy in documentation Dependable and able to work independently in a fast-paced environment

Preferred Experience:

Prior experience in a medical office, referral coordination, or patient access role Familiarity with EMR/EHR systems

Why This Role Matters:

This position plays a key role in ensuring patients receive timely care while maintaining compliance with insurance requirements. It's a great opportunity for someone who enjoys process-driven work and making a direct impact on patient experience. Requirements

• At least 2 years of experience in referral coordination, insurance verification, patient access, or a related medical office function.
• Working knowledge of commercial insurance processes, including the ability to verify benefits and referral requirements through payer portals.
• Basic to intermediate Microsoft Excel skills with the ability to manage and update tracking spreadsheets accurately.
• Strong verbal and written communication skills with a detail-oriented, patient-centered approach.
• Excellent organizational abilities and the capacity to manage multiple follow-ups in a fast-paced setting.
• High level of accuracy when documenting patient information, referral activity, and scheduling updates.
• Reliable and self-directed work style with the ability to stay productive while handling routine and urgent tasks.

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