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.
*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).
*As a job position within our Allied division, a successful completion of a background check may be required as a condition of employment. This requirement is directly related to essential job functions including but not limited to: providing direct patient care, accessing medical and confidential records, accessing and administering prescription medication or other drugs, working within a clinical setting, handling sharp instruments, conducting medical procedures, and working within departments that care for vulnerable populations, such as, minors, elderly and those with physical or mental disabilities. 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.
