Patient Liaison/CRM Specialist Confidental Company - 4.3 Estero, FL Job Details Full-time $21 - $26 an hour 3 days ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Phone communication Customer service High school diploma or GED CRM system proficiency Sales automation technologies Stakeholder relationship building Full Job Description Role Overview

THIS IS NOT A HEALTHCARE POSITION. THIS IS CALLING WARM LEADS AND SPEAKING TO POTENTIAL CONSUMERS ABOUT SERVICES WE OFFER. NO COLD CALLING REQUIRED.

As a Patient Liaison, you are the primary point of contact between our facility and our patients. This is a high-volume, high-contact role requiring you to manage extensive daily phone interactions with empathy and professionalism. You will use your CRM expertise to track every interaction, ensuring a seamless and supportive care journey.

Key Responsibilities High-Volume Communication :

Manage 60+ to 200 daily activities , including inbound and outbound calls, emails, and portal inquiries.

Patient Advocacy & Support :

Act as a bridge between patients and clinical teams, answering questions about procedures, billing, and insurance coverage.

CRM & Data Management :

Maintain 100% accurate records in systems like HubSPot, Salesforce or Zendesk. This includes scheduling, documenting feedback, and tracking patient progress.

Relationship Building :

Provide exceptional service to build long-term trust, handling sensitive information and stressful situations with a calm, poised demeanor.

Issue Resolution :

Effectively mediate complaints and escalate complex clinical or administrative issues to the appropriate departments.

Qualifications & Skills Experience :

Minimum of 2 years in a healthcare scheduling, patient coordination, or high-volume customer service role.

Technical Expertise :

2+ years of hands-on CRM experience (e.g., Salesforce Health Cloud, HubSpot, or Zendesk). Familiarity with Electronic Health Records (EHR) is highly preferred.

Communication :

Exceptional verbal and written skills with professional phone etiquette.

Soft Skills :

Strong empathy, active listening, and the ability to hold firm boundaries when following medical policies.

Education :

High School Diploma required; Associate's or Bachelor's degree in Healthcare Management or Social Work is a plus

Pay:

$21.00 - $26.00 per hour

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance

Experience:

Customer service: 2 years (Preferred) Ability to

Commute:

Estero, FL 33928 (Preferred)

Work Location:

In person