Role Description 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. Qualifications - 3+ years of customer service experience and cold calling prospects - Prior sales, retail, medical office, senior living, or service industry experience strongly preferred Requirements - 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. Benefits - Competitive base compensation and generous commission - Paid time off - Health, dental and vision benefits - 401K with a company match

• Verify insurance eligibility and benefits for all new Boulder Care commercial enrollments • Conveying policy benefit and eligibility information to patients in a comprehensive and professional manner • Answering incoming questions from Boulder patients around balances due, non covered charges etc • Assist our Enrollment Specialist and Care Navigator teams with difficult insurance verification details for newly enrolled and established patients • Act as first point of contact for incoming patient messages, as well as internal requests for support • Maintain ongoing dated eligibility checks for accurate billing and clean claims • Collaborate with other teams to assist with patients who have lapsed coverage and need temporary financial assistance • Serve as subject matter expert for internal insurance training • Help develop and maintain standard processes that keep insurance data accurate and up to date in our EHR • Identify and correct billing errors and resubmit claims to insurance carriers • Research/rectify third party denials/edits, requests for information and other related correspondence • Act as a key contributor to the Revenue Cycle by identifying and reporting inefficiencies and opportunities that enhance revenue flow, decrease denials, and minimize write-offs

Role Description 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. Qualifications - 3+ years of customer service experience and cold calling prospects - Prior sales, retail, medical office, senior living, or service industry experience strongly preferred Requirements - 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. Benefits - Competitive base compensation and generous commission - Paid time off - Health, dental and vision benefits - 401K with a company match

• Investigate, triage, and resolve customer-reported issues across Electric's SaaS platform and desktop applications • Handle a high volume of concurrent cases with disciplined follow-up • Reproduce and document product bugs with enough technical detail • Evaluate browser console logs, network requests, and application errors • Escalate complex or unresolvable issues to Senior Specialists or Engineering • Complete technical tasks submitted by Customer Success Managers • Contribute to internal and external knowledge base articles • Identify and surface patterns in customer issues to Support leadership • Work across teams — CS, Product, Engineering