Clinical Referral Specialist

Clinical Referral Specialist Workplace Options: At Workplace Options (WPO), we deliver human-centric solutions that empower people to thrive personally and professionally. With a global team of more than 4,800 professionals, we provide real-time emotional support, therapy, coaching, mindfulness, and family services to millions worldwide. Since 1982, we’ve partnered with employers, health plans, and insurers to design flexible, forward-thinking programs that evolve alongside today’s changing workforce. Today, we support 160 million people across 150,000 organizations, including over half of Fortune 500 companies. Now part of the TELUS Health family, we are expanding our global impact by combining decades of wellbeing expertise. Together, we’re building healthier, more resilient organizations—one person at a time. Current Opportunity: Clinical Referral Specialist Location: Bangalore Hybrid Shifts: Overnight Salary: 5.5 Lacs fixed plus shift allowance Years of experience: 1-3 Yrs. Languages required: English. What you will do: The Referral Specialist assists the Workplace Options Counselling Service Delivery teams by identifying available providers for our clients who are in need of short-term counselling assistance around the world. Responsibilities: Review clinical intakes. Identify clients’ needs and match the appropriate provider with client using our proprietary database. Recruit counsellors and attorneys to the Workplace Options network. Enter provider information into our database/case management system. Maintain strict confidentiality of our clients’ information. Communicate provider information to our clients. Proactively manage caseload. Any additional tasks pertinent to the position, as deemed appropriate by management. Qualifications/Skills: Bachelor’s Degree required. Able to work in a fast-paced work environment. Able to Multitask while maintaining a high level of quality and productivity. Able to navigate proficiently in varying databases and on the internet. Able to work effectively as a team member in a team environment. Proficiency with proprietary and unique software applications. Flexibility to adapt to the work volume and flow during peak times. Excellent interpersonal, written, and oral communication skills. A high level of literacy with a variety of software applications including Excel and Word. Well-honed research skills - can perform web research creatively, quickly and efficiently. Can prepare ad hoc client reports accurately and quickly. Experience working in a recruitment, sales, or credentialing position preferred. What we offer: At Workplace Options, we don’t just deliver wellbeing services to our clients, we champion wellbeing for our own employees as well. Examples of our benefits and commitment to employee wellbeing include: Benefits - Group Mediclaim Insurance for 6 lacs INR, Accident Insurance, Gym reimbursement, Tuition reimbursement, EAP Support Services, Mentorship program, WPO Cares, Employee exchange program, Comprehensive training provided for this position. At Workplace Options, we are committed to and are accountable for building a workplace where individuals feel empowered to bring their whole selves to work, free from judgment or fear of discrimination. We understand that having a diverse organization is only the beginning and it will require nurturing and care to thrive. We will continue to take action to ensure we achieve equitable and measurable outcomes. We strive to cultivate a space where diverse voices are not only heard but actively sought out and valued for the unique insights they bring. By embracing and promoting authenticity, we aim to build a vibrant and inclusive community that fosters collaboration, innovation, belonging and personal growth. For further details about WPO please check out our website www.workplaceoptions.com and these short videos give a great overview of what we do Human-Powered Care and The WPO Global Experience Workplace Options collects and processes personal data in accordance with applicable data protection laws. If you are a European job applicant, refer to our Privacy Notice for further details (https://www.workplaceoptions.com/privacy-notice-for-recruitment/).