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Insurance Directory Optimization Specialist
Legion HealthProvider Directory Growth & Operations Lead responsible for managing payer directories at Legion Health. Building accurate provider listings to enhance patient acquisition efforts in psychiatry.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in provider-data management and payer operations, with a strong focus on maintaining data accuracy and integrity across multiple systems. Proficient in using analytics tools and methodologies to drive improvements in directory performance and patient engagement.
Highest-signal resume keywords
Provider-Data ManagementPayer Directory UpdatesGoogle Sheets or Excel ProficiencyUTM Conventions and Funnel ReportingHealthcare Data Quality
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Type 1 and Type 2 NPIsNPPESCAQH ProViewTaxonomy CodesData ValidationLightweight SQLAPIsJSON or XMLXLOOKUP or VLOOKUPPivot Tables
Soft Skills
Strong Written and Verbal CommunicationExcellent Quality-Control InstinctsSound Healthcare and Privacy JudgmentLow Ego and High UrgencyEnd-to-End Ownership
Tools & Technologies
PostHogHealthSmartAvailityPayer-Specific PortalsSFTP Roster Files
Industry Keywords
CredentialingRevenue-Cycle OperationsNetwork ParticipationTelehealth DesignationsProvider Finder Tools
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- 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.
Requirements
What you’ll need- 2+ years in provider-data management, payer or network operations, credentialing, revenue-cycle operations, healthcare data quality, growth operations, or a closely related role.
- Direct experience updating payer directories, provider-finder tools, or network rosters through platforms such as Availity, CAQH, HealthSmart, payer-specific portals, delegated roster workflows, or third-party directory vendors.
- Strong working knowledge of Type 1 and Type 2 NPIs, NPPES, CAQH ProView, taxonomy codes, specialties, group affiliations, service locations, telehealth designations, accepting-new-patients status, and network participation.
- Experience diagnosing discrepancies across multiple systems, determining the authoritative source, documenting the root cause, and verifying the member-facing correction after publication.
- Advanced comfort with Google Sheets or Excel, including large CSVs, XLOOKUP or VLOOKUP, INDEX-MATCH, pivot tables, data validation, deduplication, conditional formatting, normalization, and reconciliation.
- Comfort with lightweight SQL, APIs, JSON or XML, SFTP roster files, scripts, or no-code automation; you do not need to be a software engineer, but you should be able to remove repetitive work.
- Experience with UTM conventions, redirect QA, PostHog or comparable product analytics, funnel reporting, and conversion-rate measurement.
- Ability to operate across portals, spreadsheets, email, phone, ticketing systems, and ambiguous payer processes while maintaining precise evidence and follow-up discipline.
- Strong written and verbal communication. You can write a clean escalation, ask a payer representative for the exact file or field definition needed, and explain the patient and revenue impact of an unresolved issue.
- Excellent quality-control instincts. You notice one transposed digit, inconsistent taxonomy mapping, outdated address, missing virtual-care tag, or suspicious duplicate—and you investigate until the record is correct.
- Sound healthcare and privacy judgment. You can work with provider and network data while respecting access controls, minimum-necessary practices, payer rules, and Legion’s compliance requirements.
- Low ego, high urgency, and end-to-end ownership. You measure success in accurate live listings and completed visits, not activity, submitted forms, or closed spreadsheets.
Benefits
Comp & perks- Performance Bonus: Additional compensation tied to strong outcomes such as verified listing accuracy, correction cycle time, directory-sourced booked visits, and measurable revenue impact
- Contract Structure: Independent contractor (1099)
- Time Commitment: Approximately 20–40 hours/week
- Initial Term: 3-month project, renewable based on results and business needs
- Work Hours: Flexible, with planned overlap for U.S. payer and internal-team coordination
- Work Setup: Remote
- Tools: PostHog, analytics dashboards, Google Sheets or Airtable, payer portals, CAQH, NPPES, roster files, APIs, and automation tools
- Impact: Every accurate, discoverable listing helps a patient find in-network psychiatric care faster and turns an invisible operations fix into measurable clinical and business value.
- Growth Opportunities: As the program scales, this engagement can expand into broader provider-data governance, payer operations, credentialing systems, or growth-operations ownership.