• Drive domain strategy - identify and frame complex functional and market problems across multiple states; evaluate strategic options with empirical evidence where possible; make high-quality tradeoff decisions across teams in support of profitable growth and long-term business outcomes • Set and optimize market performance - proactively review state performance across a wide range of measures, design frameworks for analyzing market-specific problems, specify objective criteria for product and rate changes, and translate findings into meaningful pricing, underwriting, and product recommendations • Lead cross-functional execution - plan roadmaps and milestones for initiatives that intersect with multiple teams; keep overlapping workstreams unblocked; communicate status, risks, and decision points clearly to stakeholders and senior leaders • Advance regulatory strategy - use statutes, regulations, competitor filings, industry sources, prior experience, and legal partnership to identify compliance and product needs; write comprehensive product requirements and meaningfully contribute to filing strategy and objection responses • Build external and internal alignment - effectively manage relationships with Departments of Insurance and other external stakeholders while leveraging relationships across Root to drive action, alignment, and better strategic decisions

• Utilize cutting-edge CRM and automated systems to connect with interested clients. • Analyze clients' financial needs and match them with top-tier life and health insurance products. • Control your own income, master a valuable trade, and build a lasting legacy.

• Own Legion’s provider-directory accuracy and growth metrics across every contracted payer and network, state, clinician, service location, specialty, and member-facing directory surface. • Build and maintain the authoritative provider-data source of truth, including clinician legal and display names, Type 1 and Type 2 NPIs, group affiliations, taxonomy codes, licenses, specialties, service locations, telehealth eligibility, accepting-new-patients status, contact information, booking URLs, payer participation, last verification date, owner, status, and supporting evidence. • Reconcile the source of truth against NPPES, CAQH, credentialing rosters, payer portals, third-party aggregators, and internal provider and contracting systems; define source precedence for every field so discrepancies are resolved consistently. • Create a complete baseline inventory and risk-ranked remediation backlog, prioritizing missing providers, inactive or departed providers, wrong locations, missing telehealth indicators, incorrect specialties, duplicate records, broken links, phone-only calls to action, and high-volume payer opportunities. • Audit each directory as a patient would: search by ZIP code, state, plan, specialty, telehealth, availability, and accepting-new-patients filters; confirm Legion appears in the expected results and that every profile is accurate, complete, and actionable. • Verify that telehealth filters, virtual-visit tags, map pins, specialty mappings, language fields, appointment availability, and accepting-new-patients indicators behave correctly across desktop and mobile directory experiences where available. • Submit corrections through the right payer workflow—portal, roster file, API, secure email, ticket, or escalation—and track submission date, confirmation number, payer owner, promised service level, follow-up date, publication date, and member-side verification. A fix is not complete until it is live and independently rechecked. • Standardize naming conventions, address formatting, phone numbers, credentials, taxonomy and specialty mappings, group affiliations, telehealth designations, and URL structure; build validation rules and an explicit exception log. • Partner with payer directory and network-operations teams to improve Legion’s legitimate search prominence through accurate category mapping, telepsychiatry and virtual-care terminology, featured or virtual-visit badges, complete profile fields, and correct filter eligibility. • Replace phone-only or generic calls to action with direct Legion landing pages, self-scheduling links, or SMS short codes wherever payer rules and directory capabilities allow. • Create and govern unique UTM-tagged links by payer, network, directory, state, and placement; maintain a durable naming convention, redirect ownership, destination QA, and documentation so attribution survives future updates. • Partner with Growth and Engineering to build payer- and state-aware landing experiences, align insurance and availability messaging, reduce intake abandonment, and A/B-test calls to action, trust signals, scheduling flows, and page content. • Instrument and validate the directory funnel in PostHog or equivalent analytics from directory referral through eligibility, intake, scheduling, completed first visit, retention, and reactivation; maintain event definitions and investigate attribution gaps. • Build weekly reporting that covers inventory completeness, percentage of error-free listings, search-visibility coverage, corrections opened and closed, aging by payer, clicks, intakes, scheduled visits, completed visits, conversion rates, and attributable revenue. • Quantify the incremental patient volume and revenue unlocked by each material directory fix; maintain an opportunity model that ranks the backlog by expected impact, confidence, effort, and time to resolution. • Establish monthly sweeps and lightweight automated monitoring that detect payer regressions, roster drift, broken URLs, status changes, duplicate records, and unexpected search-result changes before they cost patients or revenue. • Integrate provider launches, departures, license changes, new payer contracts, new states, address changes, taxonomy updates, and scheduling changes into a documented change-management workflow with clear owners and service levels. • Create payer contact maps, escalation paths, reusable outreach templates, roster-submission checklists, evidence standards, SOPs, and a decision log so the operating system is auditable, repeatable, and transferable.

Role Description GoLean Health is seeking a detail-oriented Virtual Medical Assistant to support a U.S.-based behavioral health practice with back-end medical administration, insurance verification, patient responsibility collection, claims support, and billing-related workflows. This role will primarily focus on: - Daily insurance benefits verification - Copay/deductible/coinsurance review - Patient payment collection - Claims follow-up - Prior authorization support - Accurate documentation in eClinicalWorks and tracking sheets - Assisting with new patient calls and intake inquiries when the front desk staff is unavailable Qualifications - At least 1 year of U.S. healthcare administrative experience - Required expertise in eClinicalWorks / eCW - Experience verifying insurance eligibility and benefits - Experience calling insurance companies - Familiarity with copays, deductibles, coinsurance, out-of-pocket responsibility, and telehealth benefits - Experience with claim follow-up, claim denials, rejections, or payment tracking - Experience posting payments or supporting patient collections - Experience using Google Sheets or Microsoft Excel - Strong attention to detail and accuracy - Ability to reconcile data across invoices, claims, notes, payments, and trackers - Strong time management and follow-through - Professional written and verbal English communication - Ability to follow structured workflows and flag issues clearly - Comfortable managing recurring tasks independently - Able to step into the role quickly with minimal training Requirements - Experience with eClinicalWorks / eCW - required - ECW Eligibility Admin - required - Experience with Availity - Experience with insurance payer portals - Proficiency in Google Sheets, Microsoft Excel - Familiarity with Google Drive, Gmail - Experience with RingCentral - Experience with Curogram or similar patient communication platform - Familiarity with EMR/EHR documentation workflows Benefits - Remote work opportunity - 30 hours per week - $6 per hour Ideal Candidate The ideal candidate is organized, accurate, process-driven, and comfortable working with insurance benefits, patient collections, claims data, payment posting, spreadsheets, and healthcare documentation. They must be plug-and-play and able to perform the work with minimal training. They should already understand how to: - Verify benefits - Determine patient responsibility - Call insurance companies - Document reference numbers - Follow up on denials or rejections - Communicate clearly with the front desk or office manager This person should be able to catch discrepancies, work independently, and provide clear updates before problems affect collections, billing, claims, or patient experience.