2022-01-24_bdean_JD-Home Care Liaison (2).docx

Job Summary / Purpose:

The Home Care Liaison is responsible for building and maintaining referral relationships, acquiring new clients, ensuring overall satisfaction with HCA services, and coordinating with local teams to ensure the provision of high quality service.  Home Care Liaisons are responsible for maintaining a book of business that meets and exceeds established revenue and client acquisition targets.

Qualification:

To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Essential Duties and Responsibilities:

Building and maintaining relationships with referral sources in the community to build brand awareness and new clients for Home Care Assistance. Ensuring the satisfaction of the referral sources worked with to generate ongoing, long-term business

Building priority lists, advancing relationships, tracking personal activity effectively and completing all the other necessary steps of successful referral marketing as outlined by the Business Development Process

Representing Home Care Assistance in networking groups, at events, on committees and in other community settings

Responding to prospective client inquiries, whether in-person, via phone or web form, and ensuring they receive the information they need

Learning the assessment process and conducting assessments with prospective clients as needed, addressing their questions and concerns, building relationships with their families and converting them into long-term clients

Communicating effectively within the team to ensure that the care plans meet the clients’ needs, that stakeholders and referral sources are satisfied, and that relevant information is communicated in an effective and timely manner

Providing active relationship management when needed for existing referral cases – this may include home visits, referral meetings, family meetings, and more.

Providing after-hours support for referral partners, prospective clients, and active clients (incl. evenings and weekends) – this support may include e-mail, telephone and/or home visits

Helping team to ensure that client accounts are up-to-date – especially when referrals are received from clients’ legal/financial advisors, coordinating with the finance/billing team, and communicating with families and/or financial managers when needed

Maintaining a working knowledge of HCA requirements and obligations where licensed as a Home Care Agency, including the obligations to clients and caregivers

Maintaining a pulse on the strategic position of Home Care Assistance within the market, identifying new opportunities to enhance HCAs’s reputation or build the referral base, helping to implement new programs and national/regional initiatives, and helping the team members to better understand the competitors and potential new team members as relevant

Additional duties and responsibilities as may be assigned by your supervisor.

Required Skills, Education and Certifications:

One plus years of sales experience preferably in health care or related field

Excellent customer service and sales skills

Computer proficiency and ability to document sales activity timely and accurately

Current driver’s license and proof of insurance

Physical Requirements:

Ability to travel 50 – 75% of the time

Ability to lift and carry up to 10-15 pounds

Ability to sit, stand and walk for prolonged periods of time throughout the work day

Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.

The information contained here is not intended to be an all-inclusive list of the duties and responsibilities of the job, nor is it intended to be an all-inclusive list of the skills and abilities required to do the job. Reasonable accommodations may be made to assist qualified disabled persons to perform the essential functions of the job.  Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time.  The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

Employee Acknowledgment of Job Description

I have read and I understand the Job Description for the position of Home Care Liaison.  I am able to perform the essential functions and physical requirements of the job with or without reasonable accommodation.

Employee Signature							Date

Manager Signature							Date

Job Description | Job Description | Job Description

Job Title: | Home Care Liaison | Home Care Liaison | FLSA Status: | Exempt

Reports To: | VP of Business Development/Local Leader | VP of Business Development/Local Leader | Revised Date: | 01/2020