Marketing Referral Specialist

Job Description

Job Description

Position Summary:

The Referral Specialist is responsible for driving new client admissions by (1) In-person visits with referral sources (2) Creating and strengthening community partnerships/relationships (3) Providing education on services and feedback about client outcomes (4) Completing initial assessments for admission (5) Successfully managing communication between referral sources and home office.

Responsibilities Summary:

Create Referral Opportunities

• Visit Hospitals/CCRCs/SNF/AL/IL/etc and establish effective rapport with physicians, social workers, discharge planners, therapists, and other referral sources
• Participate in external marketing, including building relationships with referral sources, hosting and supporting marketing functions sponsored by “power partners” to engage in community networking and inter-personal connections
• Integrate efforts with community marketing team to ensure efforts are coordinated and in line with the team's goals
• Seek new markets (LTC Insurance, Estate Attorneys, etc) in the community to promote education and depth of influence

Educate and Inform

• Develop and deliver educational in-services to referral sources
• Attend weekly case conferences and provide feedback/reports on client's progress
• Acts as liaison to referral partners to report client's progress toward goals, response to assistance, or updated treatment plans
• Serves as a resource to hospital planners to ensure smooth transition from hospital to home

Plan & Document

• In cooperation with the Administrator and Client Supervisor, assess the needs of the marketing program and develop a marketing plan of action with weekly/monthly/quarterly/yearly goals
• Create and present business plan to target hospitals, Assisted Living Facilities and other key referral sources

Consultations/Assessments

• Be readily available to complete consultations/assessments. Consultations/Assessments may occur after regular business and on weekends
• Build initial rapport and become a trusted advisor to families
• Ensure new client paperwork is submitted to in-house team within 24 hours of admission
• Clearly communicate all roles involved in the outcomes of the client
• Maintain transparency with pricing and cost of services prior to start of services
• Communication is KEY! Follow all policies and procedures for communication of new starts to in-house team

Outcomes:  What defines success in this role:

• Meeting quota for client referrals - 50%
• Conversion Rate > 70% - 20%
• Territory Growth (# of active referral resources) >20% quarterly - 10%
• Verified successful communication with in-office staff - 20%

Qualifications

• Minimum 2 years of Home Health, Hospice or Durable Medical Equipment Sales experience and an understanding of healthcare operations is an essential requirement for this position
• Current, active book of business required
• Effective, responsive interpersonal skills in relating to nurses, social workers, case managers physicians, therapists, other health specialists in the community, management, and co-workers both over the phone and in person