Company Name 1
Direct Hire for a Broker
Job Title
Executive Assistant
Job Description
Appointment Scheduling & Coordination:
-Organize and schedule appointments, meetings, and calls for the executive.
-Pre-qualify clients to ensure productive conversations and save time.
-Follow up on scheduled appointments to confirm attendance and provide reminders.
Client Communication:
-Act as the primary point of contact for clients, managing SMS and email communications on behalf of the executive.
-Respond to client inquiries in a timely, professional manner to foster positive relationships and address any concerns.
Data Management:
-Update and maintain client records in the internal CRM or database, ensuring all information is accurate and up-to-date.
-Adjust client tagging and statuses within the system to reflect current relationships and client progress.
Administrative Support:
-Perform general administrative duties, including document preparation, filing, and organizing records.
-Handle sensitive information with discretion and adhere to confidentiality policies.
Task Prioritization & Workflow Management:
-Prioritize and manage the executive’s daily tasks to optimize productivity and ensure deadlines are met.
-Anticipate the executive’s needs and provide proactive support to minimize disruptions.
Follow-Up & Client Outreach:
-Conduct follow-up calls to keep clients engaged and maintain positive ongoing relationships.
-Communicate any updates or changes to clients as needed to keep them informed and engaged with the executive’s services.
Job Title
Medical Front Desk
Job Description
*Patient Communication & Intake:
-Serve as the primary contact for patients, providing information on clinic processes, medical services, and treatment options.
-Conduct initial intake interviews to gather relevant patient information, document symptoms, and update medical histories in the system.
*Scheduling & Appointment Coordination:
-Schedule telemedicine appointments, ensuring patients are matched with the appropriate healthcare provider based on their needs.
-Confirm appointments and provide patients with relevant pre-appointment information, including required documentation or preparation.
*Medical Process Explanation:
-Clearly explain clinic procedures, services, treatment options, and pricing details to patients, ensuring they are well-informed about their care journey.
-Discuss medication dosages and provide basic information on treatment plans as instructed by healthcare providers.
*Patient Record Management:
-Accurately update and maintain patient records in the system, ensuring that all data is secure, confidential, and accessible for medical staff.
-Manage and track patient intake forms and other required documentation.
*Coordination with Medical Staff:
-Facilitate smooth communication between patients and healthcare providers, relaying patient concerns, symptoms, and relevant information prior to consultations.
-Transfer calls to appropriate medical personnel as needed, ensuring continuity of care.
*Billing & Payment Assistance:
-Provide patients with information on service pricing, billing procedures, and insurance options if applicable.
-Assist patients with questions regarding payment methods, clinic policies, and any necessary paperwork.