Sr. Client Intake Associate

Sr. Client Intake Associate

Help at Home is the nation's leading provider of high-quality care and support solutions. Our goal is to enable the highest level of personal independence and meaningful lives for our clients. Help at Home is committed to delivering a gold standard in care through our attentive and well-trained staff who support our clients comfortably and safely within their homes and communities.

Job Summary :

The core duties of the Intake team and the Senior Intake Client Associate will include educating referral sources on Help at Home services to prospective clients across an assigned market. The Senior Intake Client Associate will expand the Help at Home client base through direct contact with potential clients and referral sources, while providing leadership support with expanding team. As a coach and mentor in a high performing sales culture, the Senior Intake Client Associate embodies leadership principles, inspires other through their actions, and actively contributes to a culture of continuous improvement.

Essential Duties and Responsibilities :

• Oversee 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.
• 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 onboarding and ongoing training of Intake Client Associate teammates.
• Mentor team members, providing constructive feedback, and facilitating professional growth opportunities.
• Facilitate collaboration with recruiting and onboarding to ensure all departments are utilizing best practices and effectively communicating.
• Perform other duties as assigned.

Requires Skills / Abilities :

Education and Experience :

Benefits :

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.