Transfer & Referral Specialist II

Sutter Health

Transfer and referral specialist reviewing clinical information and coordinating specialty care referrals. Supporting Sutter Health patients, physicians, clinics, facilities, and affiliated specialists.

Posted 8/21/2026full-timeSacramento • California • 🇺🇸 United StatesJuniorMid-Level💰 $28 - $53 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing confidential clinical information and facilitating referrals to appropriate healthcare providers. Proficient in understanding managed care processes, insurance authorization, and maintaining effective working relationships while meeting project deadlines.

Highest-signal resume keywords

Bachelor's In Business AdministrationKnowledge Of Managed Care RequirementsUnderstanding Of Disease ProcessesAbility To Communicate Verbally And In WritingOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Review Confidential Clinical InformationAssess Referral RequestsKnowledge Of Insurance Authorization ProcessFamiliarity With Medical TerminologiesAbility To Use Essential Applications

Soft Skills

Ability To Maintain Effective Working RelationshipsAbility To Define Issues And Draw Valid Conclusions

Industry Keywords

HIPAA RequirementsThird-Party PayersPPOHMOMedicare

About the role

Key responsibilities & impact

Review confidential clinical information
Provide personalized referrals to individuals or physicians/clinics requiring specialty services
Facilitate referrals to appropriate Sutter facilities, programs, affiliated specialists, and aligned specialists
Assess referral requests and determine the appropriate level and provider of care
Manage and reprioritize activities and projects to meet deadlines
Provide feedback and input to improve workflows and processes
Work with confidential and sensitive information
Work a day shift in an onsite, full-time role with variable days and every other weekend

Requirements

What you’ll need

Equivalent experience accepted in lieu of the required degree or diploma
Bachelor's in Business and/or Healthcare Administration, or related field
2 years of recent relevant experience
Working knowledge of managed care requirements and processes
Knowledge of system, affiliate and community resources, and third-party payers (e.g., PPO, HMO, Medicare, insurance plans)
Knowledge of insurance authorization process and HIPPA requirements
Familiarity with medical and managed care terminologies
Understanding of disease processes to assess referral requests and appropriate level/provider of care
Ability to define issues, collect data, establish facts and draw valid conclusions
Ability to communicate verbally and in writing and present information to varied audiences
Organizational skills to manage and reprioritize activities and projects while meeting deadlines
Ability to maintain effective working relationships
Ability to use essential applications and/or databases associated with the role
Ability to work discreetly with confidential and sensitive information
Availability for variable days and every other weekend

Benefits

Comp & perks

Comprehensive benefits package for eligible positions
Total rewards program
Regular employee status
Full-time schedule