Patient Membership Coordinator

Job Description

Job Description

Position: Patient Membership Coordinator

Compensation: $31.00 - $34.00 per hour

Location: Newport Beach, CA

Schedule: Monday - Friday, 8:00 AM - 5:00 PM

Position Overview

The Patient Membership Coordinator serves as the primary touchpoint for current and prospective members, delivering a seamless, concierge-level experience. This role manages member onboarding, membership billing logistics, and relationship maintenance while providing high-level administrative support to executive leadership.

Key Responsibilities

Member Relations & Onboarding

• Serve as the dedicated liaison for members, responding to practice inquiries via phone and email with a polished, high-touch approach.
• Guide prospective members through intake, schedule consultations, and coordinate physician introductions and office tours.
• Facilitate full new-member onboarding: execute contracts, capture payment details, request prior medical records, and build profiles across CRM, EHR, and accounting platforms.
• Welcome new members by preparing welcome materials, facilitating team introductions, and sending personalized correspondence.
• Conduct quarterly outreach to platinum members to track satisfaction; gather and communicate member feedback to leadership.
• Address service concerns promptly, escalating complex issues to the COO/Practice Director when necessary.
• Process membership disenrollments and assist leadership with exit interviews.

Membership Billing & Account Coordination

• Prepare and distribute recurring membership dues notices and invoices (monthly, quarterly, bi-annually, annually).
• Address billing inquiries and proactively resolve expiring payment methods to prevent coverage lapses.
• Manage past-due account outreach for balances 1-60 days overdue; escalate accounts 90+ days past due to executive leadership.

Administrative Support

• Provide direct operational and administrative support to the COO/Practice Director, including calendar management and meeting scheduling.
• Maintain organized physical and digital vendor files, administrative records, and internal documentation.
• Assist with weekly check runs, vendor payment coordination, and special operational projects.

Qualifications

Required:

• Proven multi-year background delivering top-tier concierge customer service.
• Proficiency with CRM platforms, EHR systems, Microsoft Office Suite, and web research tools.
• Outstanding written and verbal English communication skills.
• Strong organizational, administrative, and multitasking capabilities with sharp attention to detail.
• Basic financial acumen with experience handling billing, invoicing, or payment processing.

Preferred:

• Prior experience in healthcare, particularly within a concierge or private-pay medical practice setting.

For California Applicants:

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable federal, state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance (FCIHO), Los Angeles Fair Chance Ordinance for Employers (ULAC), The San Francisco Fair Chance Ordinance (FCO) , and the California Fair Chance Act (CFCA).

This position is subject to a background check based on its job duties, which may include patient care, working with vulnerable populations, access to financial and confidential information, driving, working with heavy machinery, or working in a warehouse or laboratory environment. Due to these job duties, this position has a significant impact on the business operations and reputation, as well as the safety and well-being of individuals who may be cared for as part of the job position or who may interact with staff or clients.

\nCompany Description

Here at Medix, we are dedicated to providing workforce solutions to clients throughout multiple industries. We have been named among the Best and Brightest Companies to Work For in the Nation for two consecutive years. Medix has also been ranked as one of the fastest growing companies by Inc. Magazine.

Our commitment to our core purpose of positively impacting 20,000 lives affects not only the way we interact with our clients and talent, but also with our co-workers! The goal is lofty, but it is made attainable through the hard work and dedication of our teams and their willingness to lock arms together. Are you ready to lock arms with us?

Company Description

Here at Medix, we are dedicated to providing workforce solutions to clients throughout multiple industries. We have been named among the Best and Brightest Companies to Work For in the Nation for two consecutive years. Medix has also been ranked as one of the fastest growing companies by Inc. Magazine.\r\n\r\nOur commitment to our core purpose of positively impacting 20,000 lives affects not only the way we interact with our clients and talent, but also with our co-workers! The goal is lofty, but it is made attainable through the hard work and dedication of our teams and their willingness to lock arms together. Are you ready to lock arms with us?