Intake Client Associate

As the nation’s leading provider of high-quality home care services, we empower our clients to live independently, safely, and with dignity in their own homes. The home is more than a place – it’s the center of health, care coordination, and Meaningful Moments that transform lives.

We’re seeking a **Intake Client Associate** who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of care in communities across the country.

• Comprehensive medical, dental, and vision coverage
• 401(k) retirement plan
• Paid time off and holidays
• Employee assistance programs and wellness initiatives
• Flexible options to support a balanced life

• Cultivate and maintain strong relationships with key clients, providing tailored solutions that align with their business needs to drive account growth Act as a representative for Help at Home within the community, enhancing brand awareness and supporting strategic business development initiative
• Ensure efficient communication channels and procedures that streamline operations and enhance client and referral source management
• Acquire, retain, and monitor key relationships with Case Managers for contribution towards meeting goals.
• Build and maintain robust relationships with key clients, acting as a trusted advisor. Understand their business needs and objectives to provide tailored solutions and drive account growth
• Follow up on leads effectively and in a timely manner.
• Maintain the database with all sales activities.
• Actively engage with clients to ensure a timely admission process for start of services.
• Support the onboarding, training, and continuous development of Intake Client Associates. Provide mentorship, feedback, and foster a culture of professional growth.
• Facilitate collaboration with recruiting and onboarding teams to ensure consistency in best practices and communication across departments.
• Perform other duties as assigned.
• This description reflects assignment of essential functions, management may assign or reassign duties and responsibilities to this job at any time that are not listed above.

• Embodies leadership principles, inspires others through their actions, and actively contributes to a growth-oriented culture of continuous improvement and excellence.
• Provides constructive feedback to both peers and leaders, demonstrating empathy and patience, taking time to understand both the common and unique challenges faced by teammates.
• Cascades team goals to individuals and supports the goals through relevant, personalized advice and team best practices.
• Demonstrates commitment to their own professional development and the personal and professional goals of their teammates.
• Strong interpersonal and communication skills, with the ability to build rapport with clients and internal teams.
• Excellent organizational and time management skills, with the ability to manage multiple accounts and projects simultaneously
• Strong problem-solving skills: ability to deal with conflict in a professional manner.
• Ability to effectively communicate externally as well as internally with all levels of the organization.
• Ability to multitask and manage multiple responsibilities.
• Demonstrates compassion, responsibility, and cheerful attitude. Ability to deal with conflict in a professional manner.
• Proficiency in CRM software like Salesforce
• Proficient with Microsoft Office Suite.

• High School Diploma or GED required.
• Two (2) years in client services, or a related role, with a focus on intake processes; experience in healthcare sales preferred.
• Medicaid, Waiver and Home Healthcare experience preferred.
• Experience as a manager or team leader preferred.
• Experience managing relationships with distribution partnerships and/or referral sources a plus.

• Sedentary – ability to remain in a stationary position for extended periods of time.
• Ability to move, transport, or position: ☒ up to 50 pounds; ☐ up to 100 pounds
• Ability to move or traverse about in offices and/or client homes, including ascending and descending stairs.
• Ability to communicate effectively and clearly with others to exchange information.