Private Client Care Advisor

CareAparent•Woodbury, MN

13d•Hybrid

About The Position

CareAparent is a full-service home health care company dedicated to helping seniors remain in their homes for as long as possible. We pride ourselves on a culture of hospitality, ensuring everyone feels heard, valued, and supported. We are certified as a Great Place to Work® and recognized as a Best of Home Care Employer and Provider of Choice. We are seeking a full-time Private Client Care Advisor responsible for internal and external-facing communications to increase client census. This role will focus on referral sources, referrals, admissions, medical orders, insurance verifications, and other client-related activities to ensure quality care throughout the client's journey. The Client Services Specialist is the main point of contact for families seeking information about our services and scheduling Care Consultations, acting as a liaison between CareAparent and our clients, and assisting with complaints, orders, account questions, billings, and cancellations.

Requirements

Associate degree in sales, marketing, business administration, or healthcare required
At least 3 years of experience in sales and/or marketing required
Experience in relationship-based sales of services required
Medical Intake experience required

Nice To Haves

Bachelor’s degree preferred
Home care experience is desirable, but not required
Experience collaborating with a team and executing tasks preferred
Knowledge of, or ability to learn, product, service, or area of customer service specialization
Knowledge of medical/healthcare and insurance terminology is preferred

Responsibilities

Understand CareAparent's services, articulating the advantages of their features and benefits to potential clients
Prepare business plans and maintain target lists; prioritize accounts aligned with company goals and initiatives
Maintains community relationships and brand awareness and mission through coordination of events in the community including expos, information sessions, and other public-facing events
Call, fax, and email prospect clients, referral sources, physicians, hospitals, skilled nursing facilities, discharge planners, and case managers to promote our services
Utilize and maintain tracking and CRM tools to measure goals and metrics to report sales activity
Review, distribute, and take timely, appropriate follow-up actions on all inbound communication (i.e., facsimile, telephone, and email), ensuring problems and concerns are resolved
Schedule and attend face-to-face encounters and develop professional relationships with organizations and individuals connected with home care to establish channels for referral sources
Producing engaging content and easy-to-use media kits to be distributed across a variety of channels
Manage lead-generating workflows, tools, resources, content, and collateral that are related to all outward facing communication(s)
Gather all necessary information and documentation relevant to client(s), verify coverage and insurance eligibility, obtain initial reimbursement authorizations/pre-authorizations, and obtain all paperwork required prior to initial assessment
Input client information into the Electronic Medical Record (EMR) system, including, but not limited to client demographics, documentation, billing authorizations (as applicable), medications, allergies, and any other pertinent medical information
Create client care plans and binders required by state and license regulations
Travel between offices and attend other meetings and events as required or needed by manager