Referral Coordinator – San Antonio, TX

If you are in San Antonio, TX, you will have the flexibility to work from home and the office in this hybrid role* as you take on some tough challenges. 

Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, data, and resources they need to feel their best. Here, you will find a culture guided by diversity and inclusion, talented peers, comprehensive benefits, and career development opportunities. Come make an impact on the communities we serve as you help us advance health equity on a global scale. Join us to start Caring. Connecting. Growing together.  

This position is full time. Monday – Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8am – 5pm CST. It may be necessary, given the business need, to work occasional overtime.

Our office is located at 7500 Barlite Blvd  Suite 211 San Antonio, TX. Employees will be required to work some days onsite and some days from home. 

We offer weeks of on-the-job training. The hours of the training will be based on schedule or will be discussed on your first day of employment. 

Under the supervision of the Referral Management Supervisor, this position is responsible for the daily coordination of referral processes and other duties as assigned.

*All Telecommuters will be required to adhere to UnitedHealth Group’s Telecommuter Policy. 

Primary Responsibilities:

• Manage the internal/ external referral process and daily referral reconciliation
• Answers telephone and assists caller through the phone queue and back office phone line
• Participate in clinic and market education/training, as needed  and/or required
• Maintains knowledge and ensures procedures are followed including referral guidelines and policies, privacy, and confidentiality
• Deliver quality customer service, managing the referral process professionally and timely
• Work independently and act as a resource or subject matter expert (SME) for others
• Manage and prioritize tasks that may include compiling reports and spreadsheets
• Maintain professionalism and positive service attitude with all internal and external customers/peers
• Performs all other related duties as assigned

You’ll be rewarded and recognized for your performance in an environment that will challenge you and give you clear direction on what it takes to succeed in your role as well as provide development for other roles you may be interested in.

Required Qualifications:

• High school diploma / GED
• Must be 18 years of age or older
• 1+ years Health Care related experience 
• Effective verbal and written communication skills
• Strong customer service skills
• Detail oriented with organizational and time management skills
• Basic proficiency in Microsoft Office applications including Microsoft Excel
• Microsoft Word
• Microsoft Outlook
• Ability to work full time. Monday – Friday. Employees are required to have flexibility to work any of our 8-hour shift schedules during our normal business hours of 8am – 5pm CST. It may be necessary, given the business need, to work occasional overtime.

Preferred Qualifications:

• 1+ years Referral management experience
• 1+ years Medical Insurance experience
• 1+ years Customer Service experience
• Medical Assistant experience
• Knowledge of basic medical terminology
• Bilingual fluency in English and Spanish

Telecommuting Requirements: 

• Reside within commutable distance of  7500 Barlite Blvd  Suite 211 San Antonio, TX
• Ability to keep all company sensitive documents secure (if applicable) 
• Required to have a dedicated work area established that is separated from other living areas and provides information privacy. 
• Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service. 

At UnitedHealth Group, our mission is to help people live healthier lives and make the health system work better for everyone. We believe everyone–of every race, gender, sexuality, age, location, and income–deserves the opportunity to live their healthiest life. Today, however, there are still far too many barriers to good health which are disproportionately experienced by people of color, historically marginalized groups, and those with lower incomes. We are committed to mitigating our impact on the environment and enabling and delivering equitable care that addresses health disparities and improves health outcomes — an enterprise priority reflected in our mission. 

Diversity creates a healthier atmosphere: UnitedHealth Group is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.

UnitedHealth Group is a drug-free workplace. Candidates are required to pass a drug test before beginning employment.

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