At a Glance
- Tasks: Connect with warm leads and support patients in accessing care.
- Company: Join a growing service dedicated to compassionate healthcare.
- Benefits: Flexible shifts, collaborative environment, and opportunities for personal growth.
- Other info: Dynamic role with the chance to work alongside passionate professionals.
- Why this job: Make a real difference by helping patients navigate their healthcare journey.
- Qualifications: Experience in outbound calling and excellent customer service skills.
The predicted salary is between 22000 - 26000 £ per year.
This is an exciting 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. This is a bank role, so you won’t be contracted to fixed hours; instead, you can pick shifts that align with your availability, enabling HMT to manage fluctuating demand such as covering staff absences, busy periods, or unexpected workload increases while offering you the flexibility to pick up available shifts. If you’re passionate about delivering a compassionate, efficient experience that reflects high standards, we’d love to hear from you.
Your key responsibilities include:
- 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
Skills and Experience
We’re looking for someone with the skills, confidence, and empathy to engage customers and convert warm enquiries into meaningful bookings.
- 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
Outbound Bookings Advisor (Bank) in North East employer: Healthcare Management Trust
As an Outbound Bookings Advisor with us, you'll join a dynamic team dedicated to providing exceptional care services in a supportive and collaborative environment. Our flexible bank role allows you to choose shifts that fit your lifestyle while contributing to meaningful patient interactions, ensuring you can balance work and personal commitments effectively. We prioritise employee growth through ongoing training and development opportunities, making this an ideal place for those passionate about healthcare and customer service.
Contact Details:
Healthcare Management Trust Recruitment Team