Community Liaison

Job Description

Job Description

Job Summary:
The Community Liaison plays a vital role in achieving our purpose of providing quality, compassionate care to those we serve. This position is responsible for building strong relationships within the community, generating client referrals, enhancing the HomeWell brand, and increasing the agencys census and service hours. Through promoting the agency as a trusted provider and home care expert, the Community Liaison helps bring the agencys vision to life by creating an environment where clients, their families, and partners experience peace of mind, feel valued, and are inspired by our commitment to enhancing lives.

Our benefits and work environment includes:

• Competitive pay
• Flexible work hours
• Incentives and Bonuses
• Safe work environment
• Growth opportunities
• On-the-job training

Duties & Responsibilities:
Referral Generation & Relationship Building:
Promote agency services to generate referrals and create a recognized presence in the community.
Build and maintain long-term relationships with referral sources, including hospitals, skilled nursing facilities, rehabilitation centers, home health and hospice agencies, senior centers, and other community organizations.
Identify, research, and pre-qualify prospective referral sources to target high-value accounts.
Conduct a minimum of 8 face-to-face visits daily with referral sources, ensuring value is demonstrated at each meeting.
Follow up with referral sources promptly after visits, completing agreed-upon actions within the specified timeframes.

Community Engagement:
Represent the agency at senior-focused networking events, community activities, and professional organization meetings to increase visibility and strengthen referral relationships.
Act as a knowledgeable resource for referral sources, showcasing the agencys expertise in home care and related services.

Planning & Reporting:
Pre-plan weekly sales routes and activities to maximize efficiency and cost-effectiveness; set specific goals for each sales call and prepare supporting materials as needed.
Submit weekly sales reports to the Administrator, detailing completed activities, new referrals, and progress toward sales goals.
Meet monthly, quarterly and/or annual sales goals and quotas.
Attend weekly sales meetings to:

• Review the prior weeks performance and challenges.
• Discuss new referrals and business opportunities.
• Plan upcoming goals and review the agencys progress toward key benchmarks.

Administrative Responsibilities:
Maintain accurate and up-to-date documentation of all sales activities in the agencys CRM system.
Ensure contact information for all referral sources is current and properly recorded.
Monitor and adhere to the sales budget, ensuring all expenditures align with the agencys financial goals.
Remain knowledgeable of agency services, programs, features, and industry trends, as well as competitor offerings.

Client Intake & Care Planning:
Complete the Client Assessment Packet for each new client that agency has acquired and provide all signed agreements to the client or designated representative.
Develop and implement a written care plan in collaboration with the client and/or their representative, ensuring it includes:

• Clients functional limitations.
• Nutritional needs and food allergies for meal preparation.
• Relevant home medical equipment and supplies.
• Type, schedule, and frequency of services to be provided.
• Any requested non-medical tasks.

Additional Responsibilities:
Participate in the development and execution of marketing strategies as needed.
Perform other related duties as assigned by leadership.

Required Skills & Abilities:
Exceptional interpersonal and customer service skills, with the ability to build strong professional relationships.
Proven sales and negotiation skills, with a track record of achieving or exceeding goals.
Strong analytical and problem-solving abilities.
Excellent follow-up, planning, and organizational skills.
Professional demeanor and appearance, with the ability to present a positive and credible business image.
Proficient in Microsoft Office Suite and CRM systems or related software.
A reliable means of transportation with current insurance and a valid drivers license.
Passionate about helping seniors live with dignity.

Education & Experience:
Bachelors degree in business, marketing, or a related field, or equivalent professional experience.
At least 2 years of experience in healthcare sales, marketing, or a related role.
Previous experience in home care, senior living, or healthcare industries is highly preferred.

Physical Requirements:
Ability to sit at a desk and work on a computer for extended periods.
Must be able to travel locally within the agencys service area to visit referral sources and attend community events.
Occasionally lift up to 20 pounds.

DISCLAIMER: This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Duties, responsibilities and activities may change or be assigned at any time with or without notice