Intake Specialist
Albuquerque, NM
Full Time
Experienced
Reports to: Sr New Business Development Manager
FLSA Status: Non-Exempt
Direct Supervision: N/A
Secondary Supervision: N/A
FLSA Status: Non-Exempt
Direct Supervision: N/A
Secondary Supervision: N/A
Primary Function: The Intake Specialist serves as the primary point of contact for all potential clients and decision makers and schedules them for in-home assessments where desirable.
Essential Duties and Responsibilities:
- Receive and coordinate all referrals of potential clients; follow up with referral source as appropriate
- Respond effectively to new client inquiries as the first point of contact with Home Care Assistance.
- Understand and effectively communicate our core services -- 24/7 care and live-in care
- Regularly following up with prospective clients as they make their care decision.
- Manage inventory of all marketing materials (monitor and order as necessary)
- Distribute materials, brochures and other information via direct mail and e-mail as appropriate
- Maintain and update our database of both referral source contacts and prospective clients with information on their personal information, referring party, client conditions, client care needs, contact info (addresses, titles, email addresses), names of family members and recent status.
- Maintain and effectively communicate our various service differentials, prices, special incentives
- Communicate and coordinate with field colleagues to schedule new assessments
- Collect all relevant contact information and other details from prospects; provide to field colleagues scheduled for assessments
- Promote Home Care Assistance through special outreach initiatives, marketing campaigns, and occasional cold calling
- Conduct occasional mystery calls to gauge the phone effectiveness of other team members within Home Care Assistance, and trends within the home care industry environment
- Maintain Conversion Rates in-line with company goals
- Participate in sales on-call rotation; respond to all inquiries immediately when on-call
- Perform other duties as assigned.
- 5+ years' successful experience in sales of intangible products or services
- Excellent verbal and written communication skills
- Strong team orientation with excellent follow up skills
- Ability to build rapport quickly and consistently with a variety of customers
- Experience in client development within the senior care industry
- Bilingual (English and Spanish)
- Bachelor's degree preferred
- Experience working on the phone (inside sales, call center environment, etc.) as well as field relationship development with referral sources
Other Duties
Please note that this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
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