Key Responsibilities and Required Skills for Wellness Program Technician

🎯 Role Definition

This role requires a detail-oriented Wellness Program Technician to implement and support comprehensive workplace wellness initiatives. The Wellness Program Technician performs hands-on clinical screening and testing (biometrics, blood pressure, glucose), facilitates health education and group activities, manages scheduling and data collection, maintains equipment and supplies, coordinates with vendors, and reports program outcomes to management. The role balances direct participant interaction with administrative and data-quality responsibilities and is essential to delivering scalable, compliant, and measurable wellness programming across in-person and virtual settings.

📈 Career Progression

Typical Career Path

Entry Point From:

Medical Assistant or Clinical Support Technician
Fitness/Group Exercise Instructor or Personal Trainer
Health Education Aide or Wellness Intern

Advancement To:

Wellness Coordinator / Program Coordinator
Health Promotion Specialist
Employee Wellness Manager or Benefits Wellness Lead

Lateral Moves:

HR Generalist with a benefits/wellness focus
Occupational Health Technician or EAP Coordinator

Core Responsibilities

Primary Functions

Plan, coordinate and deliver on-site and virtual biometric screening events (blood pressure, cholesterol, glucose, BMI) including participant consent, specimen handling, accurate measurement techniques, and immediate participant counseling on results.
Conduct standardized Health Risk Assessments (HRAs) and lifestyle screenings, guide employees through completion, and ensure secure upload and integration of HRA results into the wellness platform.
Provide brief, evidence-based health coaching and risk-reduction counseling (smoking cessation, nutrition basics, stress reduction), using motivational interviewing techniques and appropriate referral pathways for follow-up care.
Manage scheduling, registration and participant communications for wellness events using scheduling software and LMS; send reminders, follow-ups and satisfaction surveys to maximize engagement.
Maintain strict confidentiality and HIPAA-compliant handling of all health and biometric data; complete required documentation and consent forms and ensure secure storage and transmission of protected health information.
Collect, validate and enter screening and program participation data into wellness databases and vendor portals; reconcile daily logs, correct discrepancies and ensure data integrity for reporting.
Prepare clear, timely program reports and dashboards on participation, biometric outcomes, HRA completion, and ROI metrics for HR, benefits, and leadership stakeholders.
Coordinate with external vendors (mobile screening providers, labs, fitness instructors) to contract services, manage logistics, and audit vendor compliance with program standards and safety protocols.
Set up, test, calibrate and maintain screening equipment (glucometers, BP monitors, scales, point-of-care devices); manage preventive maintenance schedules and inventory of consumables (lancets, strips, disinfectants).
Deliver workplace wellness classes and workshops (nutrition basics, stress management, ergonomic tips) for groups and individuals, adapting content to adult learning principles and diverse employee populations.
Provide on-site and virtual support for special health initiatives (flu clinics, tobacco cessation campaigns, mental health awareness), including event staffing, participant intake and outcome tracking.
Triage participant needs and connect employees to occupational health, primary care, EAP services, community resources or clinical follow-up when screenings indicate elevated risk or urgent care needs.
Implement quality assurance processes for screening accuracy, documentation completeness and participant safety; conduct periodic audits and coordinate corrective actions as needed.
Develop and distribute clear, engaging communication and marketing materials for wellness activities (emails, flyers, intranet posts) in collaboration with HR/communications.
Assist in designing and piloting wellness interventions and incentive programs; gather participant feedback, recommend improvements, and help scale successful pilots across sites.
Track and reconcile program budgets and invoice submissions for wellness events; assist benefits team with cost tracking and vendor invoicing.
Lead on-site logistics for multi-site or multi-shift environments including room setup, privacy accommodations, crowd flow and infection-control measures to ensure efficient, safe screenings.
Support accessibility and inclusion efforts by adapting materials and program formats for diverse languages, abilities and remote/hybrid workforces.
Facilitate continuing education and training for new wellness volunteers or seasonal staff; create checklists, job aids and competency assessments for screening procedures.
Respond to employee inquiries about program eligibility, benefits-related wellness incentives and confidentiality; escalate clinical or compliance issues to supervisors as needed.
Maintain up-to-date knowledge of public health guidance, wellness best practices, and regulatory changes (HIPAA, OSHA) relevant to workplace screenings and health promotion.
Upload and maintain accurate documentation of participant referrals, consent forms and follow-up actions in secure record systems to support case management continuity.
Support evaluation activities including survey creation, focus groups, and outcome analyses to measure program effectiveness and make data-driven recommendations.

Secondary Functions

Assist HR and benefits teams with ad-hoc data requests, summary statistics and participation metrics for internal reporting or vendor audits.
Support the organization’s wellness strategy by contributing operational insights from event delivery, participant feedback and screening trends.
Collaborate with cross-functional teams (HR, occupational health, vendor management) to translate program needs into operational and technical requirements.
Participate in program planning meetings, provide input on scheduling, resource allocation and continuous improvement initiatives.
Serve as on-site wellness point of contact during larger organizational events (health fairs, benefit enrollment sessions) to ensure smooth integration of wellness services.

Required Skills & Competencies

Hard Skills (Technical)

Proficient in performing standardized biometric screenings (BP, cholesterol, glucose, BMI) and following CLIA-waived testing procedures.
Experience with Health Risk Assessment (HRA) platforms and secure uploading of participant data to vendor portals or EHR-like systems.
Strong data entry and data validation skills, including familiarity with Excel, Google Sheets and basic data-cleaning techniques.
Knowledge of HIPAA privacy rules and demonstrated ability to maintain confidential medical records and consent documentation.
Certified in CPR and First Aid; experience using AEDs and following emergency response protocols.
Experience operating point-of-care devices and maintaining/calibrating clinical screening equipment; understanding of infection control and biohazard disposal.
Familiarity with wellness program software, scheduling platforms (e.g., Calendly, Acuity, internal scheduling systems) and basic LMS or CRM tools.
Ability to generate reports and dashboards using Excel or basic visualization tools (pivot tables, charts); comfortable summarizing outcomes for non-technical stakeholders.
Competence in developing evidence-based health education materials and adapting content for virtual delivery or varied literacy levels.
Basic understanding of occupational health, preventative medicine concepts, and employee benefits related to wellness incentives.

Soft Skills

Excellent interpersonal and empathetic communication skills; comfortable discussing sensitive health information with discretion and professionalism.
Strong organizational skills and attention to detail to manage scheduling, inventory, documentation and follow-up tasks reliably.
Customer-service orientation with the ability to engage diverse employee populations and drive program participation.
Problem-solving mindset; able to triage issues quickly and escalate clinical or compliance concerns appropriately.
Time management and prioritization skills to balance event delivery, administrative tasks and data responsibilities.
Cultural competency and inclusive communication to tailor programs for multi-site, multilingual and remote workforces.
Collaborative teamwork; able to work effectively with HR, vendors, clinicians and site leaders.
Adaptability and resilience in fast-paced or changing program environments (onsite events, hybrid schedules).
Clear written communication for producing participant materials, program summaries and internal documentation.
Motivational interviewing and brief coaching techniques to support behavior change and participant goal-setting.

Education & Experience

Educational Background

Minimum Education:

High school diploma or GED required; post-secondary certificate or vocational training in a health-related field preferred.

Preferred Education:

Associate or Bachelor’s degree in Public Health, Health Education, Nursing, Kinesiology, Nutrition, or a related field.

Relevant Fields of Study:

Public Health
Health Education
Nursing
Kinesiology / Exercise Science
Nutrition / Dietetics

Experience Requirements

Typical Experience Range:

1–4 years of experience in a clinical support, community health, occupational health, or workplace wellness role.

Preferred:

2+ years administering biometric screenings, health coaching or coordinating workplace wellness programs; experience with HRA platforms, HIPAA-compliant record handling, and vendor coordination is highly desirable. Certification examples that strengthen candidacy include CPR/First Aid, Certified Health Education Specialist (CHES), or nationally recognized wellness certifications (e.g., Certified Wellness Practitioner).