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Intake coordinator

Topaz HR Advisory

Intake coordinator

Totowa, NJ
Full Time
Paid
  • Responsibilities

    Job Summary:

    The Intake Coordinator is responsible for coordinating future appointments and services that may be required by clients, promoting private-pay sales and creating a positive identity for the company, through promotional material personal visits to referral sources and visits/assessments with prospective clients at their homes or facilities.
    Essential Functions :

    • Receive inquiries via telephone, email, or other forms of communication, regarding the agency's services
    • Document all service inquiry activity and data according to standards by maintaining a Customer Relationship Management database
    • Schedule and assess potential and new clients in-home consultations or schedule for designated office personnel in a timely manner
    • Be knowledgeable in the agency service lines, service fees, and client and caregiver base
    • Communicate features, benefits, and advantages that relate to the identified needs of each potential client and referral sources
    • Make follow-up contact via phone calls, letters, and emails to referral sources such as health care facilities, elder care attorneys/trust officers, CCRCs, case managers/discharge planners, Hospice, Medicare-certified in-home care providers, etc. inquiring about potential clients
    • Make follow-up contact via phone calls, letters, and emails on RAH client referrals to other providers
    • Follow up on non-converted clients by adhering to established follow-up procedures
    • Performs case management activities for the individual clients, including but not limited to, assessments, patient/family teaching, and development and updating of the care plan
    • Propose services and institute contractual agreements with clients
    • Coordinate sales activity with all office staff to ensure appropriate follow-up
    • Communicate information on competitive strategy to agency office staff
    • Maintain an up-to-date competitive file, charge, and pay rates
    • Pre-plan weekly sales activities, participate in developing annual sales goals
    • Provide Owners with ideas and data that outline new service opportunities and sales potential
    • Protect all company records and property
    • Participate in educational opportunities in health care
    • Create and develop promotional material as needed
    • Promote the agency and its services in the community
    • Visit community referral sources such as churches, senior centers, etc. with marketing materials
    • Represent the agency at community functions and professional organizations
    • Coordinates arrangements with other health care and equipment providers to assure continuity of care and adherence to the patient’s care plan
    • Knows and interprets community resources available for continuity of patient care
    • May be required to travel on company business
    • Represent the Agency before the public as required by the Administrator

    Education, Experience, Knowledge, Skills, Abilities and Availability:

    • Should possess between 1 to 3 years of experience in the healthcare industry, ideally in a marketing coordinator role; sales experience is a plus. Experience in the home health care business preferred
    • Must be creative, self-motivated, energetic, have a pleasant and helpful disposition, positive upbeat attitude, a good listener, empathetic, and able to relate well to client’s circumstance, situations, and needs
    • Must possess effective written and verbal communication skills, problem-solving skills, and apply good judgment, while following standard procedures and guidelines
    • Ability to clearly communicate with prospective clients and staff via telephone, email, and in person
    • Demonstrate excellent perceptive listening skills, recording information in written format
    • Flexibility on work schedule to meet needs and availability of prospective clients, referral sources, and events
    • Be a person of integrity with high ethical and moral values and standards
    • Have a valid driver’s license and use of an insured automobile or access to adequate transportation.
    • Proficient with Microsoft® Windows, Word, Excel, and Outlook
    • Ability to learn new contact management or scheduling software used in the course of regular duties
    • Organized and a multi-tasker
    • Knowledge of common medical terminology
    • Able to work independently
    • Be available as required for duty outside of normal office hours

    Location: Totowa, NJ (Onsite)
    Work Hours:
    9am - 5:30pm, Monday - Friday
    Salary:
    $45,000 - $55,000 DOE, Full-time employment