Executive

Role Summary:
This role is the heart of our client-focused operations, ensuring a positive and seamless experience for individuals and organizations receiving our services. This role combines exceptional communication, scheduling, and administrative support with a consultative sales approach. You'll work closely with practitioners to enhance client satisfaction, facilitate treatment plans, and promote long-term client relationships, ultimately contributing to increased revenue.

Key Responsibilities:

Client Engagement & Scheduling:

• Liaise with clients, healthcare practitioners, and case managers to schedule, reschedule, and manage appointments efficiently.
• Conduct initial client assessments, gathering essential information to understand their needs and goals.
• Facilitate smooth onboarding for new clients, providing clear guidance and support.
• Maintain accurate booking and client records in the system, ensuring data integrity.

Client Retention & Growth

• Proactively follow up with clients after their initial appointments, seeking feedback and understanding their needs.
• In collaboration with our practitioners' recommendations, identify and suggest additional services or extended treatment plans that would benefit the client's well-being.
• Respond to inquiries from potential new clients, providing information about our services, and aligning their needs with appropriate solutions.
• Proactively reach out to potential clients identified through case managers or healthcare provider referrals.
• Build strong relationships with clients, fostering loyalty, trust, and the potential for referrals.

Collaboration & Coordination:

• Collaborate closely with healthcare practitioners, case managers, and relevant stakeholders to align service delivery.
• Coordinate bulk services and scheduling, ensuring a smooth and efficient process.
• Proactively communicate any scheduling changes, delays, or potential issues that may affect the client experience.

Funding & Administration

• Collaborate with case managers to verify funding availability for clients' services.

Key Requirements:

• Able to speak conversational English, Mandarin and Cantonese.
• Minimal of one year experience in Lab Tech, Health Insurance Coordination, Clinic Receptionist, Patient Coordination, any health care or medical related field.