Intake Client Associate
Job Summary:
The Intake Client Associate will be responsible for educating referral sources on Help at Home services to prospective clients across an assigned market. The Intake Client Associate will expand the Help at Home client base through direct contact with potential clients and referral sources.Essential Duties and Responsibilities:
- Drive internal business development, including identifying and pursuing growth opportunities with existing referral sources to contribute to meeting goals.
- Acquire, retain, and monitor key relationships with Case Managers for contribution towards meeting goals.
- Represent Help at Home appropriately in the community to help spread brand awareness and contribute towards business development.
- Establish and maintain effective channels of communication to ensure efficiency of operational procedures and quality relationship management.
- Follows up on leads effectively and in a timely manner.
- Maintains the database with all sales activities.
- Assists with guiding qualified leads through their journey to the first caregiver visit in a timely manner.
- Perform other duties as assigned.
Required Skills/Abilities:
- Identifies and progresses toward meeting personal and professional goals.
- Strong problem-solving skills: ability to deal with conflict in a professional manner.
- Ability to effectively communicate externally as well as internally with all levels of the organization.
- Ability to multitask and manage multiple responsibilities.
- Demonstrate compassion, responsibility, and cheerful attitude. Ability to deal with conflict in a professional manner.
- Proficient with Microsoft Office Suite.
Education and Experience:
- High School Diploma or GED required.
- One (1) to two (2) years in sales or customer service; experience in healthcare sales preferred.
- Medicaid, Waiver and Home Healthcare experience preferred.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.
Help At Home is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, veteran status, genetic data, or religion or other legally protected status.
Data Security and Privacy Statement
At Help at Home, we prioritize protecting your personal information during the hiring process. We comply with all relevant data privacy regulations, including HIPAA and SOX where applicable. Your data will only be used to assess your employment suitability and won't be shared with unauthorized parties.
We use strong security measures to protect your information from unauthorized access or disclosure. By submitting your application, you consent to this process. You can access, modify, or request deletion of your data by contacting us.
Employees must adhere to our data protection policies and legal requirements to safeguard sensitive information.