Senior Wellness Ambassador

Job Summary

The Senior Wellness Ambassador provides experienced support for Employee Health and Wellness scheduling, patient communication, and related administrative workflows. This role serves as a senior peer resource to Wellness Ambassadors by assisting with day-to-day questions, helping resolve routine scheduling issues, supporting accurate documentation, and ensuring patients receive timely and professional assistance.

Responsibilities

• Serve as a senior peer resource for Wellness Ambassadors by answering routine questions, sharing knowledge, and supporting consistent scheduling and customer service practices.
• Provide exceptional customer service while maintaining courtesy, professionalism, discretion, and a positive attitude in a fast-paced environment.
• Schedule appointments for multiple healthcare providers in accordance with established guidelines, patient needs, and provider availability.
• Assist with routine scheduling concerns, patient inquiries, appointment changes, and follow-up needs, escalating complex matters to the Lead Wellness Ambassador, practice management, or leadership as appropriate.
• Collect and verify patient demographic and insurance information to support accurate scheduling and documentation.
• Address patient preferences, schedule limitations, and special requests within established procedures and seek guidance when additional review is needed.
• Maintain general awareness of Employee Health and Wellness resources and guide patients to available programs, including annual screening initiatives such as mammogram, prostate, and gynecological screenings.
• Provide clear instructions regarding appointment date, time, location, preparation requirements, and other relevant information so patients are informed.
• Document phone calls, appointment changes, and patient interactions accurately and timely in accordance with established procedures.
• Identify recurring scheduling or workflow issues and bring them to the attention of the Employee Health and Wellness Ambassador or management for review.
• Follow organizational policies, confidentiality requirements, and established healthcare scheduling and documentation procedures.
• Assist with related administrative tasks and other duties as assigned within the scope of the Senior Wellness Ambassador role.
  
  

Qualifications/Requirements

Experience:

Minimum of three years of customer service, healthcare scheduling, employee health, wellness program, or related administrative experience required; experience assisting peers, supporting workflows, or helping with training preferred.

Education

Associate’s degree required; Bachelor’s degree preferred.

Minimum of three years of customer service, healthcare scheduling, employee health, wellness program, or related administrative experience required; experience assisting peers, supporting workflows, or helping with training preferred.

Other

Licenses / Certifications:

Special Requirements

Customer service engagement skills

Critical thinking

Clear writing and spoken communication

Time management

Good judgment and decision making

Computer competency

Ability to support peers, use sound judgment, resolve routine issues, and escalate matters appropriately.