Intake and Marketing Director

Visiting Angels of VA•Fredericksburg, VA

10d•$50,000 - $60,000•Onsite

About The Position

Visiting Angels is a highly-rated home care provider in the US, dedicated to helping the elderly remain in their homes by assisting with Activities of Daily Living. This role has two primary functions: client intake/sales and referral partner marketing. The client intake/sales function involves managing potential clients from initial contact through the signing of service agreements. The referral partner marketing function focuses on positioning the company as a strategic partner to community referral sources such as Home Health, Hospice, Hospitals, Geriatric Care Managers (GCMs), Assisted Living Facilities (ALFs), and Independent Living Facilities (ILFs).

Requirements

Strong drive to build relationships, close leads, and increase the agency's client base.
Caring attitude towards providing high-level service to elderly clients.
Understanding of elderly clients' health concerns.
Ability to perform responsibilities with minimal supervision.
High degree of initiative.
Ability to organize and prioritize responsibilities.
Good verbal communication skills, appropriate language, and understanding of basic medical terminology.
Good computer skills, including data input and proficiency in Word, PowerPoint, Google, and CRM.
Ability to learn new software technology.
Sales experience.

Nice To Haves

Experience in Senior Care is a significant plus.

Responsibilities

Ensure all prospects are called back immediately upon reception of a lead.
Call all recent inquiries on a weekly basis to sell services and obtain an in-home assessment appointment.
Visit clients’ homes and discuss all aspects of Visiting Angel's services, focusing on the client's needs, preferences, and desired caregiver type.
Create and maintain current client files with signed contracts, collecting and entering all client information into tracking software.
Ensure the pricing of a case is within the company's stated policies to maintain profit levels.
Maintain a list of all new clients and track conversion rates, calls, and sources.
Track all closed cases and complete all follow-up procedures as outlined in company policies.
Help the Staffing Coordinator confirm new client assignments and introduce the client to the caregiver.
Work closely with nursing staff to ensure initial assessments are scheduled.
Prepare binder notebooks for the client’s home with directions and forms for the caregiver.
Consult with the Staffing Manager to ensure the proper level of care is being delivered.
Visit current clients in the hospital/rehab/nursing home to check up on them.
Prepare discharge paperwork, including a letter to the family with the caregiver evaluation survey, when service has ended for a client.
Periodically update the “Client Emergency Planning Forms” notebook.
Attend weekly staff meetings and report on hours serviced and conversion rates.
Attend symposiums and expos to promote services, including ordering/suggesting promotional items.
Distribute brochures and other marketing materials to referral sources.
Acknowledge referral sources with a gift.
Contact and provide ads to newspapers and newsletters for publication.
Help keep the company’s website up to date with current news.