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Onboarding Specialist

Greater Tampa Bay Area

About Us

At Greenbrook Medical, we believe seniors deserve more from the healthcare system—more time, more care, more coordination, and more heart. We provide high-touch, relationship-based primary care to seniors, built around one simple idea: deliver the kind of care we’d want for our own parents.

Founded by two brothers inspired by their father’s pioneering work in Medicare Advantage, Greenbrook is deeply personal and proudly modern. We quarterback our patients through their healthcare journey, making sure they’re never alone in a complex system. Our business model is designed around patient outcomes, not volume—so we only succeed when our patients thrive.

With roots in Tampa Bay and a partnership with Tampa General Hospital, we’re growing thoughtfully to bring our model to more communities. Our team is the heart of it all: mission-driven, values-oriented, and relentlessly committed to taking the best care of our patients.

 

About the Role

We’re seeking an Onboarding Specialist to welcome prospective new members, introduce them to Greenbrook Medical, and schedule their first PCP visits. This role combines customer service, relationship-building, and tenacity to help grow and retain our patient community.

As part of the Growth team and reporting to our VP of Growth and Population Health, the Onboarding Specialist connects with attributed patients and insurance-provided leads, manages PCP changes, and ensures a smooth onboarding experience. This role is focused on converting potential members while representing Greenbrook Medical’s values-driven mission to seniors, their families, and the community.

The ideal candidate is self-motivated, personable, and resilient, with strong customer service skills and comfort in high-volume outreach. If you enjoy engaging with seniors, building relationships, and making a direct impact on access to quality primary care, this is a great opportunity to grow with a supportive and dynamic team.

 

Compensation

Compensation range: $22-$26 hourly plus competitive commission

At Greenbrook Medical, we value fair and equitable pay. Your salary within this range will be based on your relevant, transferable experience and professional achievements.

Location: Remote in the Tampa Bay, FL area

Office Hours: Monday to Friday, with flexibility

 

Key Responsibilities

Patient Outreach & Engagement

  • Make high-volume outbound calls to connect with prospective patients and insurance leads, including cold calls to introduce them to Greenbrook and our mission.
  • Respond quickly and professionally to inbound inquiries via phone, web, or other channels.
  • Schedule and guide patients on clinic tours, giving them a warm, informative first impression of Greenbrook.
  • Represent Greenbrook at community events, engaging prospective members and sharing our value and care philosophy.

Scheduling & Coordination

  • Coordinate new patient PCP appointments and ensure all paperwork is completed smoothly.
  • Assist with transferring medical records and other information to make the patient onboarding experience seamless.

Data Management & Documentation

  • Keep accurate records of all outreach, calls, and follow-ups in our CRM, EHR, and other tools.
  • Track outcomes to help the team measure success and improve engagement strategies.

Compliance & Team Support

  • Follow HIPAA regulations and company policies to protect patient information.
  • Support the team with a variety of tasks as needed, contributing to overall success in a dynamic and fast-paced environment.

 

Accountabilities

The primary goal of the Onboarding Specialist is to support patient growth and retention by:

  • Proactively calling prospective members and attributed patients to encourage PCP selection at Greenbrook Medical and ensuring that the patients schedule and complete their first visit.
  • Responding quickly to inbound leads to convert interest into scheduled visits.

We measure success by:

  • First visit success rate: >90% of newly attributed members have a successful new patient visit within 30 days of attribution.
  • Engagement: <10% of members are unengaged, as defined by not having a new patient visit within two months of their attribution date.

 

About You

  • Experience:
    • 3+ years of customer service experience and cold calling prospects
    • Prior sales, retail, medical office, senior living, or service industry experience strongly preferred
  • Skills:
    • Resilience & persistence: Comfortable with high-volume outbound calls and consistent follow-up.
    • Empathy & communication: Adapts tone for outreach and inbound support; strong listening, clear communication, and persuasive storytelling.
    • Results-oriented: Focused on measurable outcomes like appointments scheduled and conversion rates.
    • Team & relationship skills: Builds trust and rapport quickly, collaborates effectively, and balances individual and team goals.
    • Problem-solving & objection handling: Navigates concerns, offers alternatives, and maintains a positive attitude.
    • Basic insurance knowledge: Understands HMO, PPO, Medicare Advantage, and can answer common questions.
    • Tech-savvy & organized: Comfortable with CRMs, EMRs, Google Suite, and manages time efficiently.
    • Other requirements: Valid driver’s license and access to a vehicle.
  • Values: You embody our core values of Heart, Excellence, Accountability, Resilience, and Teamwork.

 

Why You Should be Excited

  • Innovation: Be part of an innovative clinic setting the standard for senior-focused primary care. Work in a supportive, patient-first environment that values quality care.
  • Impact: Be part of a mission-driven team focused on transforming healthcare for underserved seniors.
  • Growth: We’re building more than a company - we’re building careers. As we grow, we’re creating meaningful opportunities for you to expand your skills, take on new challenges, and shape your path forward.
  • Compensation & Benefits: Competitive base compensation and generous commission, paid time off, health, dental and vision benefits, and 401K with a company match.

 

Our Selection Process

Our selection process typically includes an online application, initial interview, second round interview, values interview, and reference check.

 

Equal Employment Opportunity and Commitment to Diversity

At Greenbrook Medical, we believe the only way we accomplish our mission is by building the best team in healthcare. We do this through a culture of respect and belonging, ensuring our teammates feel cared for first and foremost. 

We will extend equal employment opportunity to all applicants without regard to age, race, ethnicity, sex, religion, sexual orientation, gender identity, socioeconomic background, disability status, military affiliation, pregnancy or any other status protected under federal, state and local laws. We encourage all who share our mission to apply. Greenbrook Medical will provide reasonable accommodations during the recruitment process. If you need additional accommodations or assistance, do not hesitate to contact our People team at recruiting@greenbrookmedical.com.

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