HealthCare Concierge

Job Description

Job Description

Description:

The Healthcare Concierge should have relevant customer service experience, preferably with Medicare 

experience, specifically with Medicare Advantage programs, and be familiar with PPO’s and HMO’s. 

Must have strong oral and written communication skills, planning and problem-solving skills, and be 

skilled in personal diplomacy. The applicant must possess a high level of motivation, professionalism, 

and ethical conduct and place a premium on treating others with dignity and respect. 

Requirements:

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Receive all inbound calls from the member population and conduct proactive outbound calls as
• assigned
• Address member concerns and answer questions related to claims issues, provider resources,
• benefits, billing, member enrollment/disenrollment, and service issues
• Resolution and timely response to all member problems within expected or required timeframes
• Adhere to set Member Services call center metrics and call evaluation requirements including,
• but not limited to set monthly call volume, call quality scores, abandonment rates, CMS service
• levels, and missed/refused call volume.
• Assist with responding to member inquiries via email
• Maintain personal metrics to established performance levels of the team
• Management of the customer relationship to ensure retention and maintain member loyalty
• Provide member education and counseling on access to services, benefits, and providers
• Assume ownership and responsibility for member satisfaction with HealthTeam Advantage
• Maintain completion of special projects, as assigned. This includes, but is not limited to member
• outreach, follow-up, etc.
• Assist in grievance and appeals process
• Perform verification calls for members that have enrolled in the HealthTeam Advantage plan as
• well as perform welcome calls to those members that do not require a verification call
• Perform outreach calls for members that have enrolled and require provider attestation or HRA
• completion.
• Ability to work before/past normal shift hours to complete any outstanding tasks for a member(s).
• May have to work mandatory overtime during certain timeframes in the calendar year (i.e., AEP,
• Quality Measure initiatives, other special projects)
• Ability to work either the 8:00 AM-5:00 PM, 8:30 AM-5:30 PM, 9:00 AM-6:00 PM, or 11:00 
• AM-8:00 PM, Monday through Friday, outside of the Annual Enrollment Period, and the ability to be flexible with time during the Annual Enrollment Period, when Healthcare Concierge Service hours are 8:00 AM-8:00 PM, seven days a week.
• All other duties as assigned.

EDUCATION AND EXPERIENCE

Education:

• High School diploma, GED, or equivalent work experience

Required Experience:

• Customer service, sales, or account management experience
• Call Center/ High call volume handling experience
• Managed care or health plan operations experience

Preferred Experience:

• Healthcare Concierge experience
• Medicare Experience

Other Requirements:

• Annual Flu Vaccine

KNOWLEDGE, SKILLS, AND ABILITIES

Required Competencies:

• Call Center/Customer Service Experience
• Excellent problem-solving and organizational skills
• Strong interpersonal communication skills
• Excellent knowledge of Microsoft Office (Excel, Word, PowerPoint)
• Ability to work independently or as a team
• Operate general office equipment, including but not limited to computers, phones, and related
• devices

Preferred Competencies:

• Thorough knowledge of CMS guidelines, processes, and systems

PHYSICAL REQUIREMENTS

• Exerting up to 10 pounds of force occasionally (up to 1/3 of the time) and/or;
• A negligible amount of force frequently (1/3 to 2/3 of the time) to lift, carry, push, pull, or
• otherwise move objects, including the human body.
• Sedentary work involves sitting most of the time but may involve walking or standing for brief
• periods of time.
• Jobs are sedentary if walking and standing are required only occasionally and all other sedentary
• criteria are met.

ABOUT HEALTHTEAM ADVANTAGE

HEALTHTEAM ADVANTAGE is an equal opportunity employer. All applicants will be considered for 

employment without attention to race, color, religion, sex, sexual orientation, gender identity, national 

origin, veteran, or disability status.

HealthTeam Advantage (HTA), a Greensboro-based health insurance company, owned by Cone Health, offers Medicare Advantage plans to eligible Medicare beneficiaries in 33 North Carolina counties. HTA has been certified by Best Companies Group as one of America’s Best Workplaces in 2025 . To learn more about HealthTeam Advantage, visit htanc.com.