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Referral Services Assistant Jobs (NOW HIRING)

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Referral Services Assistant information

What is a referral services assistant?

Referral Services Assistants are professionals who help connect clients or patients with appropriate services, resources, or specialists based on their needs. They often work in healthcare, social services, or educational settings, acting as a bridge between clients and service providers. Their responsibilities typically include assessing client needs, managing referral paperwork, coordinating appointments, and following up to ensure that clients receive the services they require. These assistants play a crucial role in ensuring that individuals gain access to the right support in a timely manner.

What are the key skills and qualifications needed to thrive as a referral services assistant?

To thrive as a Referral Services Assistant, you need strong organizational skills, attention to detail, and a background in administrative support, often supported by a high school diploma or equivalent. Familiarity with case management software, electronic health records, and office productivity tools is typically required. Excellent interpersonal communication, customer service, and problem-solving abilities help you effectively coordinate between clients and service providers. These skills ensure efficient, accurate referrals and seamless service delivery for those needing assistance.

How does a referral services assistant typically collaborate with other departments or professionals within an organization?

Referral Services Assistants frequently coordinate with various departments, such as case management, social work, and administrative teams, to ensure clients or patients receive timely and appropriate referrals. They serve as the communication bridge between clients and service providers, maintaining accurate records and following up on referral outcomes. Effective collaboration requires strong organizational and interpersonal skills, as well as the ability to navigate confidential information professionally. This teamwork not only supports clients' needs but also streamlines organizational processes.

What is the difference between Referral Services Assistant vs Customer Service Representative?

AspectReferral Services AssistantCustomer Service Representative
Required credentialsHigh school diploma or equivalent; some roles may prefer certifications in social services or healthcareHigh school diploma or equivalent; customer service training often preferred
Work environmentHealthcare facilities, social service agencies, community organizationsRetail, call centers, corporate offices
Employer and industry usageHealthcare, social services, nonprofit sectorsRetail, telecommunications, finance, hospitality
Common search and comparison intentUnderstanding roles in social or healthcare referral processesCustomer support and service roles in various industries

The Referral Services Assistant primarily focuses on connecting clients with healthcare or social services, requiring knowledge of referral procedures and client interaction. In contrast, a Customer Service Representative handles general customer inquiries, support, and problem-solving across various industries. While both roles involve communication skills and client interaction, their work environments and specific responsibilities differ significantly.

What cities are hiring for Referral Services Assistant jobs?

Cities with the most Referral Services Assistant job openings:

What states have the most Referral Services Assistant jobs?

States with the most job openings for Referral Services Assistant jobs include:

What are popular job titles related to Referral Services Assistant jobs?

For Referral Services Assistant jobs, the most frequently searched job titles are:

Referral Services Assistant

Columbus, GA • On-site

Elevance Health
Health Care and Social Assistance • 10K+ employees

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago


Key responsibilities

  • Initiates and manages clinical referrals for participants in disease management or health programs.

  • Acts as a liaison between hospital, health plans, physicians, patients, vendors, and other referral sources, and reviews referrals for completeness.

  • Verifies insurance coverage, obtains authorizations, and enters referral information into the system.


Elevance Health rating

7.5

Company rating: 7.5 out of 10

Based on 354 frontline employees who took The Breakroom Quiz

219th of 315 rated insurance


Job description

Anticipated End Date:

2026-09-02

Position Title:

Referral Services Assistant

Job Description:

Referral Services Assistant
Location: This role enables associates to work virtually full-time, except for required in-person training sessions, providing maximum flexibility and autonomy. This approach promotes productivity, supports work-life integration, and ensures essential face-to-face onboarding and skill development. Alternate locations may be considered if candidates reside within a commuting distance from an office.
Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless accommodation is granted as required by law.

The Referral Services Assistant is responsible for providing support to clinical team to facilitate the administrative components of clinical referrals for case management or disease management services to include home health, nutritional counseling, etc.


How you will make an impact:

  • Initiates and manages clinical referrals for participants registered in a disease management or health program.

  • Acts as a liaison between hospital, health plans, physicians, patients, vendors and other referral sources.

  • Reviews referrals for completeness and follows up for additional information.

  • Assigns referrals to staff.

  • Verifies insurance coverage and obtains authorizations from insurance plans.

  • Maintains database of insurance companies for verification of coverage, accepted plans, and requirements for patient eligibility.

  • Contacts physician offices to obtain demographic information or related data.

  • Enters referrals and documents communications in system.

  • Associates in this role are expected to have the ability to multi-task, including handling calls, texts, facsimiles, and electronic queues, while simultaneously taking notes and speaking to customers.

  • Additional expectations to include but not limited to: Proficient in maintaining focus during extended periods of sitting and handling multiple tasks in a fast-paced, high-pressure environment; strong verbal and written communication skills, both with virtual and in-person interactions; attentive to details, critical thinker, and a problem-solver; demonstrates empathy and persistence to resolve caller issues completely; comfort and proficiency with digital tools and platforms to enhance productivity and minimize manual efforts.

  • Associates in this role will have a structured work schedule with occasional overtime or flexibility based on business needs, including the ability to work from the office as necessary.

  • Performs other duties as assigned.


Minimum Qualifications:

  • Requires a HS diploma or equivalent and a minimum of 1 year of experience in a healthcare environment; or any combination of education and experience which would provide an equivalent background.

Preferred Skills, Capabilities and Experiences:

  • Travels to worksite and other locations as necessary.

  • Customer service experience is strongly preferred

Job Level:

Non-Management Non-Exempt

Workshift:

Job Family:

CUS > Care Support

Please be advised that Elevance Health only accepts resumes for compensation from agencies that have a signed agreement with Elevance Health. Any unsolicited resumes, including those submitted to hiring managers, are deemed to be the property of Elevance Health.


Who We Are

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.


How We Work

At Elevance Health, we are creating a culture that is designed to advance our strategy but will also lead to personal and professional growth for our associates. Our values and behaviors are the root of our culture. They are how we achieve our strategy, power our business outcomes and drive our shared success - for our consumers, our associates, our communities and our business.


We offer a range of market-competitive total rewards that include merit increases, paid holidays, Paid Time Off, and incentive bonus programs (unless covered by a collective bargaining agreement), medical, dental, vision, short and long term disability benefits, 401(k) +match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few.


Elevance Health operates in a Hybrid Workforce Strategy. Unless specified as primarily virtual by the hiring manager, associates are required to work at an Elevance Health location at least once per week, and potentially several times per week. Specific requirements and expectations for time onsite will be discussed as part of the hiring process.


The health of our associates and communities is a top priority for Elevance Health. We require all new candidates in certain patient/member-facing roles to become vaccinated against COVID-19 and Influenza. If you are not vaccinated, your offer will be rescinded unless you provide an acceptable explanation. Elevance Health will also follow all relevant federal, state and local laws.


Elevance Health is an Equal Employment Opportunity employer, and all qualified applicants will receive consideration for employment without regard to age, citizenship status, color, creed, disability, ethnicity, genetic information, gender (including gender identity and gender expression), marital status, national origin, race, religion, sex, sexual orientation, veteran status or any other status or condition protected by applicable federal, state, or local laws. Applicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. Qualified applicants with arrest or conviction records will be considered for employment in accordance with all federal, state, and local laws, including, but not limited to, the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act.


Prospective employees required to be screened under Florida law should review the education and awareness resources at HB531 | Florida Agency for Health Care Administration.


NOTE: Workday keeps job postings active through 11:59:59 PM on the day before the listed end date. Example: If the end date is 3/13, the posting will automatically come down on 3/12 at 11:59:59 PM. In other words - the job is posted until 3/13, not through 3/13.


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About Elevance Health

Sourced by ZipRecruiter

Elevance Health is a health company dedicated to improving lives and communities - and making healthcare simpler. A Fortune 20 company with a longstanding history in the healthcare industry, we are looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve. You will thrive in a complex and collaborative environment where you take action and ownership to solve problems and lead change. Do you want to be part of a larger purpose and an evolving, high-performance culture that empowers you to make an impact?

Industry

Health care and social assistance

Company size

10,000+ Employees

Headquarters location

Indianapolis, IN, US

Year founded

2004

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