Treatment Coordinator - Inside Sales Representative

Trulove Orthodontics
Montgomery, AL

Job Description

Job Description

Summary of Position:

The Treatment Coordinator is a pivotal role to Trulove Orthodontics and serves as a primary point of contact for potential customers. This role will focus on customer development and ensuring excellent customer service to promote the business and retention. This role will provide a wealth of knowledge of treatment plans and best practices.

Key Benefits:

In addition to your hourly rate, we offer a competitive benefits package that includes monthly bonus opportunities, Medical/Rx, Dental, and Vision coverage, a retirement plan (401-k) with a percentage match, flexible spending accounts, health savings accounts, an employee assistance program, and several other benefit options.

Benefit-eligible new hires can enroll in coverage that is effective on their first day of employment. Further details on the benefits program are available upon request.

Essential Job Function:

  • Obtaining high treatment acceptance by explaining cost of treatment, insurance coverage, and finance options.
  • Solicit referrals from patients post-treatment while at the same time tracking satisfaction with work provided.
  • Contact patients/guarantors the day prior or the day of the appointment regarding fees due and to confirm the appointment.
  • Communicate to office management if schedules are not filled for consults.
  • Presenting treatment plans and giving estimates of treatment costs in an effective manner.
  • Educating and discussing the Orthodontist's treatment plan after diagnosed and reviewed by the clinical staff with the patient.
  • Ensure patients are cleared for treatment including all cleanings and restorations are validated before beginning treatment.
  • Promoting and upholding the values of Orthodontic Partners in all aspects of the job.
  • Exhibit excellent customer service and communicate with potential customers in a friendly and efficient manner.
  • Ensure patients are cleared for treatment including all cleanings and restorations are validated before beginning treatment.
  • Ensure patients are compliant with appointments, financial obligations, send the appropriate communication leading up to or including termination from treatment.
  • Drive results and strive to consistently achieve results and goals set forth by management.
  • Other duties as required.

Core Competencies:

  • Being Resilient - Rebounding from setbacks and adversity when facing difficult situations.
  • Situational Adaptability - Adapting approach and demeanor in real time to match the shifting demands of different situations.
  • Communicating Effectively - Developing and delivering multi-mode communications that convey a clear understanding of the unique needs of different audiences
  • Customer Focus - Building strong customer relationships and delivering customer-centric solutions.
  • Drives Results - Consistently achieving results, even under tough circumstances
  • Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity.
  • Interpersonal Savvy - Relating openly and comfortably with diverse groups of people.
  • Persuading - Using compelling arguments to gain the support and commitment of others.

Knowledge, Skills and Abilities:

  • High level knowledge of Orthodontics and associated treatment planning.
  • Action-oriented and taking initiative, being adaptive and flexible in a changing environment.
  • Understand and can effectively communicate techniques utilized in the Orthodontic field.
  • Have a detailed knowledge of dental insurances, service limits, and financing options.
  • Customer service or sales experience, along with dental knowledge preferred.
  • Have excellent written and oral communication skills.
  • Compassion and high level of service for our patients, parents, and staff.
  • Integrity, always doing the right thing.
  • Dependable, reliable to be at work when scheduled.
  • Attention to detail.
  • Able to organize work, engage in a variety of tasks simultaneously and consistently meet deadlines.
  • Professional manner and appearance at all times.
  • Computer skills: Microsoft office and Web Browser.
  • Telephone skills: Proper telephone etiquette and information gathering skills.

Education and Experience

  • High School Diploma, GED or equivalent Required
  • 1-3 Years Relative Experience

Posted 2026-03-16

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