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- Tasks: Connect with warm leads and support patients in accessing care.
- Company: Join the Healthcare Management Trust, a leader in innovative health services.
- Benefits: Enjoy private medical insurance, flexible working, and 27 days annual leave.
- Why this job: Make a real difference in patients' lives while developing your skills.
- Qualifications: Experience in outbound calling and excellent customer service skills required.
- Other info: Collaborative environment with opportunities for personal and professional growth.
The predicted salary is between 30000 - 42000 £ per year.
We’re excited to launch two new roles within our Outbounds Booking Team at the Healthcare Management Trust, based in Durham. This is a unique opportunity to be part of a growing service where you will connect with warm leads from website enquiries, open-day sign-ups and marketing campaigns, turning interest into meaningful action by supporting patients to access the care they need. You’ll get the opportunity to work alongside other passionate professionals who are committed to developing the best care services. We foster a collaborative and supportive approach to learning that helps everyone succeed. If you’re passionate about delivering a compassionate, efficient experience that reflects high standards, we’d love to hear from you.
In this role, you’ll help guide potential patients through their journey by proactively engaging warm leads, delivering exceptional customer service, and supporting smooth progression from enquiry to booking and beyond.
Responsibilities- Making timely outbound calls to warm leads within the agreed speed-to-contact SLA (typically 24–48 hours)
- Holding informed, empathetic conversations that qualify needs, address questions/objections, and secure a booking or clear next step
- Following a structured outreach cadence (e.g., Day 0 / Day 2 / Day 5) using phone, SMS and email to maximise contact and conversion
- Tracking outcomes throughout the patient journey and following up post-consultation to progress appropriate cases into diagnostics/procedures
- Recording all interactions in the CRM/patient administration system in real time, ensuring accurate data for demographics, consent, funding and outcomes
- Maintaining daily activity updates and a clean, well-managed lead pipeline to support KPI reporting and forecasting
- Providing clear, accessible information on services, fees/funding and locations, and escalating any clinical or safeguarding concerns appropriately
- Ensuring compliance with GDPR, information governance and contact-preference rules, and issuing written confirmations as required
- Sharing lead-quality insights with Marketing, highlighting recurring questions to refine scripts/FAQs, and participating in huddles, coaching and QA reviews
- Undertaking other reasonable duties aligned to the role and service needs
- Outbound calling and conversion experience (healthcare, bookings, customer service/sales)
- Excellent customer service with empathetic, clear communication
- Confident using CRM/telephony systems and Microsoft 365, with fast and accurate note-taking
- Strong objection-handling skills and ability to explain services, fees and funding clearly
- Target-driven mindset and comfortable working to KPIs
- Experience in healthcare or other regulated services preferred
At the Healthcare Management Trust, we are obsessed with achieving our Vision, to be the most innovative and best quality provider of niche health and social care services. Our Purpose is, to make every contact count, ensuring every resident and patient receives the best possible experience and outcome. We aim to provide services which value collaboration and place our residents, patients and people at the heart of all we do. We will always do the right thing for our residents, patients and people. We will be outwardly connected to the most innovative practices and service offerings in the market. We will do things differently and will be bold with our ambition to change things for the better. We are passionate about what we do and so are our people. Bringing their most authentic selves to work and seeking joy and fun in what we do. We will deliver care and clinical interactions compassionately and tailor them to individual needs. We achieve this by living our business Values each and every day:
- We are caring
- We are enterprising
- We are resourceful
- We are authentic
- We are accountable
Our benefits include:
- Private Medical Insurance
- Employer pension contribution
- Wellbeing support
- Long service awards
- Cycle to work scheme
- Recruitment referral scheme
- Flexible working options
- 27 Days Annual Leave
Outbound Bookings Advisor in Bath employer: Healthcare Management Trust
Contact Detail:
Healthcare Management Trust Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Outbound Bookings Advisor in Bath
✨Tip Number 1
Get to know the company! Research the Healthcare Management Trust and their values. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your phone skills! Since this role involves making outbound calls, rehearse how you'll engage with warm leads. Focus on being empathetic and clear, as these are key to converting enquiries into bookings.
✨Tip Number 3
Be proactive! When you get the chance to connect with potential patients, don’t just wait for them to ask questions. Anticipate their needs and provide information that helps them feel confident about booking.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining our team and ready to make every contact count.
We think you need these skills to ace Outbound Bookings Advisor in Bath
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Outbound Bookings Advisor role. Highlight any relevant outbound calling or customer service experience, and don’t forget to sprinkle in some of that compassionate communication style we value!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about healthcare and how you can contribute to our mission. Be genuine and let your personality come through – we love authenticity!
Showcase Your Skills: In your application, make sure to highlight your objection-handling skills and experience with CRM systems. We want to see how you’ve successfully navigated similar situations in the past, so give us some examples!
Apply Through Our Website: Don’t forget to hit that 'Apply Now' button on our website! It’s the easiest way for us to receive your application and ensures you’re considered for this exciting opportunity. We can’t wait to hear from you!
How to prepare for a job interview at Healthcare Management Trust
✨Know the Role Inside Out
Before your interview, make sure you thoroughly understand the responsibilities of an Outbound Bookings Advisor. Familiarise yourself with the key tasks like making timely outbound calls and handling objections. This will help you demonstrate your knowledge and enthusiasm for the role.
✨Showcase Your Empathy
Since this role involves supporting patients, it's crucial to convey your empathetic communication style. Prepare examples from your past experiences where you've successfully connected with customers or clients, addressing their needs and concerns effectively.
✨Be Data Savvy
As you'll be using CRM systems and tracking patient journeys, brush up on your tech skills. Be ready to discuss how you've used similar systems in the past and how you ensure accurate data entry. This shows you're organised and detail-oriented, which is vital for this position.
✨Prepare for Scenario Questions
Expect questions that assess your ability to handle real-life situations, such as dealing with difficult customers or managing multiple leads. Think of specific scenarios where you've excelled in these areas, and be prepared to share them during the interview.
