Intake and Marketing Director

Job Description

Job Description

Overview: Visiting Angels is one of the most highly rated home care operators in the US, providing the Activities of Daily Living for the elderly that wish to stay in the comfort of their own home.  

Job Summary: There are two functions associated with this position. The first is client
intake/sales. This activity manages contact with potential clients from initial lead prospecting with the company
through the contractual agreement for services being signed. The second area of management and execution is in referral partner marketing. This portion of the position ensures the company is portrayed as a strategic partner to the community referral sources (Home Health, Hospice, Hospitals, GCM's, ALF, and ILFs).

Qualifications: This position requires an individual who possesses a strong drive to build relationships, close leads and increase the agency's client base. A person who cares about providing a high level of service to elderly clients with varying degrees of understanding of what they need in the way of service levels. The individual must understand the health concerns of elderly clients. The individual must be able to perform responsibilities with minimal supervision and must possess a high degree of initiative and the ability to organize and prioritize responsibilities.

Required skills include:

1. Verbal – good communication skills, appropriate language and an understanding of basic medical terminology must be easily understood when speaking.
2. Computer – must have good computer skills, be able to input data and use various software programs such as; Word, PowerPoint, Google, CRM and other programs that may be introduced to the company. Software training will be provided for proprietary software, but the position requires someone with the ability to learn the technology changes.

General Duties and Responsibilities

1. Ensure all prospects are called back immediately upon reception of a lead. In addition, call all recent inquiries on a weekly basis to sell our services and obtain an in-home assessment appointment.  Expectation: To ensure at least 50% of the leads we receive close. To ensure that 90% of the home assessments close.

2. Visit clients’ homes and discuss all aspects of Visiting Angel's services. All initial visits will focus on the client's needs, what the client likes to do, and the type of caregiver the client would enjoy having with them.
3. Create a client file for all cases with signed contracts. Make sure the client file is current at all times. Collect and maintain all client paperwork, and also enter all client information into the tracking software. Ensure that the pricing of a case is within the stated policies of the company. This will ensure the company will maintain
its profit levels on a case-by-case basis. 
4. Maintain a list of all new clients and track conversion rates, calls and sources.  Track all closed cases. Complete all follow-up procedures as outlined in the company’s policies. Help the Staffing Coordinator confirm new client assignments, including the introduction of the client to the caregiver.
5. Works closely with the nursing staff to ensure initial assessments are scheduled. Prepares binder notebooks for the client’s home with directions and forms for the caregiver. Consult with the Staffing Manager to ensure that the proper level of care is being delivered. Visits current clients in the hospital/rehab/nursing home to check up on them and maybe take them a gift.
6. When service has ended for a client, prepare discharge paperwork including a letter to the family with the caregiver evaluation survey. Periodically updates the “Client Emergency Planning Forms” notebook. Attends weekly staff meetings and reports on hours serviced and conversion rates.
7. Attend symposiums and expos to promote our services, including ordering/suggesting promotional items. Distribute brochures and other marketing materials to hospitals, nursing homes, doctor’s offices, 55+ housing areas, etc. Also, acknowledging the same with a gift for their referral. Contacting and providing ads to newspapers and newsletters for publication. Help keep the company’s website up to date with additions of current news.

 

Qualifications:  Sales experience a requirement, and experience in Senior Care is a significant plus. 

Benefits: The position includes a sales commission bonus in addition to salary range of 50-60K. We also offer 401K, PTO, health care, company vehicle to use during business hours, and company cell phone. 

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