Referrals and Client Engagement Specialist

Referrals and Client Engagement Specialist Location Dallas, TX :

Client Intake Coordinator -

PRIMARY PURPOSE OF THE POSITION:

· The Client Intake role will receive and process referrals and inquiries for homecare services and constitute going on new prospect meetings.

· Additionally, calling on physicians, hospitals, skilled nursing facilities management, discharge planners, and case managers within agency territory to promote our homecare services.

· Build and maintain client relationships.

· Prepare business plans and maintain target, prospect lists, and leads. This position is office based but role is more half external but will have office team environment support for discussing home care needs with new clients & prospects.

· Prioritize accounts in accordance with the market sales plan.

· Gather and organize account-related information and provide input on key customer opportunities, service line extensions.

· The Client Intake position receives and processes referrals and inquiries, ensures proper staffing of all client cases, and works closely with Administrators & other office personnel to ensure client satisfaction with services. When indicated, consults with administrators and refers extraordinary problems/situations appropriately.

· Responsible for maintaining and enhancing the agency's image through appropriate dress, and pleasant, CHARMING, and helpful telephone manner, and courteous interaction with all staff and visitors; and is responsible for appropriate verbal and behavioral interaction with all individuals that he/she comes in contact with.

· Requires the ability to maintain documentation according to policies and procedures, and the ability to exercise independent judgment within Agency guidelines.

· Must also possess ability to schedule personnel for assignments while being aware of the impact of scheduling decisions on the revenues of the Agency and the client's invoice.

Experience Required: Customer service, Concierge experience, Sales, Business Development

PRINCIPAL ACCOUNTABILITIES:

· Mid to High energy and pace for success

· Answer the telephone and greet the public.

· Demonstrate dependability.

· Support staff in assigned project-based work.

· Process new client referrals

· Greets office visitors, handling their needs or directing them to the appropriate staff.

· Process applications and check references. Schedule interviews for potential employees with appropriate supervisor.

· Organize and maintains file systems in compliance with policies and regulations.

· Maintain absolute confidentiality of all information pertaining to employees, clients, and client's family members.

· Perform general clerical duties - correspondence, copying, filing, and distribution.

· Handles incoming and outgoing mail.

· Timely copying and filing of appropriate caregiver and client documentation.

· Maintain positive relationships with all clients and referral sources.

· Maintain and order office supplies, as needed.

· Perform other functions as deemed appropriate by the management team.

· Work in an incentives based work environment.

SPECIFIC JOB KNOWLEDGE, SKILLS AND PERSONAL ABILITIES REQUIRED:

· High school diploma and two years of experience in an office setting, preferably in health or home care.

· Sales skills, able to provide information about our services

· Demonstrate proficiency with Microsoft Office (Word, Excel and Outlook) applications, scheduling systems and other health care industry related software.

· Ability to listen and communicate clearly, fluently and diplomatically orally and in writing.

· Ability to remain flexible, resilient, calm and maintain a sense of humor; and present a well-groomed professional image.

· Ability to plan, organize, prioritize delegate and accurately follow through in work activities with time constraints and interruptions to meet deadlines, as well as work independently with a minimum amount of direction and/or supervision.

· Ability to generate goodwill for the Agency with clients, their family members and referral sources. Demonstrate a strong commitment to client service excellence.

· Possess and maintain good physical and mental health.

· Ability to lawfully work in the U.S.

PHYSICAL/ENVIRONMENTAL DEMANDS:

· Sitting, standing, bending, reaching, stretching, stooping, walking, climbing stairs and moving intermittently during working hours.

· Must be able to lift at least 50 lbs.

· Must be able to see and hear or use prosthetics that will enable these senses to function adequately to ensure that the requirements of this position can be fully met.

· Must be able to properly operate office equipment.

· Must be able to maintain verbal and written communication with co-workers, leadership team, supervisors, clients, family members, vendors and all business associates within or outside the agency.

· All of the above demands are subject to ADA requirements.

Job Types: Full-time, Part-time

Pay: $20.00 - $24.00 per hour

Expected hours: 35 - 40 per week

Benefits:

• Flexible schedule
• On-site gym
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday
• On call
• Overtime
• Weekends as needed

Ability to Commute:

• Dallas, TX 75206 (Required)

Ability to Relocate:

• Dallas, TX 75206: Relocate before starting work (Required)

Work Location: In person