Intake Client Associate

Help at Home•Anywhere US/Remote, UNAVAILABLE

12h•Onsite

About The Position

As the nation’s leading provider of high-quality home care services, we empower our clients to live independently, safely, and with dignity in their own homes. The home is more than a place – it’s the center of health, care coordination, and Meaningful Moments that transform lives. We’re seeking a Intake Client Associate who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of care in communities across the country.

Requirements

Embodies leadership principles, inspires others through their actions, and actively contributes to a growth-oriented culture of continuous improvement and excellence.
Provides constructive feedback to both peers and leaders, demonstrating empathy and patience, taking time to understand both the common and unique challenges faced by teammates.
Cascades team goals to individuals and supports the goals through relevant, personalized advice and team best practices.
Demonstrates commitment to their own professional development and the personal and professional goals of their teammates.
Strong interpersonal and communication skills, with the ability to build rapport with clients and internal teams.
Excellent organizational and time management skills, with the ability to manage multiple accounts and projects simultaneously
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.
Demonstrates compassion, responsibility, and cheerful attitude. Ability to deal with conflict in a professional manner.
Proficiency in CRM software like Salesforce
Proficient with Microsoft Office Suite.
High School Diploma or GED required.
Two (2) years in client services, or a related role, with a focus on intake processes; experience in healthcare sales preferred.
Sedentary – ability to remain in a stationary position for extended periods of time.
Ability to move, transport, or position: up to 50 pounds
Ability to move or traverse about in offices and/or client homes, including ascending and descending stairs.
Ability to communicate effectively and clearly with others to exchange information.

Nice To Haves

Medicaid, Waiver and Home Healthcare experience preferred.
Experience as a manager or team leader preferred.
Experience managing relationships with distribution partnerships and/or referral sources a plus.

Responsibilities

Cultivate and maintain strong relationships with key clients, providing tailored solutions that align with their business needs to drive account growth
Act as a representative for Help at Home within the community, enhancing brand awareness and supporting strategic business development initiative
Ensure efficient communication channels and procedures that streamline operations and enhance client and referral source management
Acquire, retain, and monitor key relationships with Case Managers for contribution towards meeting goals.
Build and maintain robust relationships with key clients, acting as a trusted advisor. Understand their business needs and objectives to provide tailored solutions and drive account growth
Follow up on leads effectively and in a timely manner.
Maintain the database with all sales activities.
Actively engage with clients to ensure a timely admission process for start of services.
Support the onboarding, training, and continuous development of Intake Client Associates. Provide mentorship, feedback, and foster a culture of professional growth.
Facilitate collaboration with recruiting and onboarding teams to ensure consistency in best practices and communication across departments.
Perform other duties as assigned.