Home Care Liaison

Job Summary / Purpose

The Home Care Liaison is responsible for building and maintaining referral relationships, acquiring new clients, ensuring overall satisfaction with The Key services, and coordinating with local teams to ensure the provision of high quality service. Home Care Liaisons are responsible for maintaining a book of business that meets and exceeds established revenue and client acquisition targets.

• Building and maintaining relationships with referral sources in the community to build brand awareness and new clients for The Key.
• Ensuring the satisfaction of the referral sources worked with to generate ongoing, long-term business.
• Building priority lists, advancing relationships, tracking personal activity effectively and completing all the other necessary steps of successful referral marketing as outlined by the Business Development Process.
• Representing The Key in networking groups, at events, on committees and in other community settings.
• Responding to prospective client inquiries, whether in‑person, via phone or web form, and ensuring they receive the information they need.
• Learning the assessment process and conducting assessments with prospective clients as needed, addressing their questions and concerns, building relationships with their families and converting them into long‑term clients.
• Communicating effectively within the team to ensure that the care plans meet the clients’ needs, that stakeholders and referral sources are satisfied, and that relevant information is communicated in an effective and timely manner.
• Providing active relationship management when needed for existing referral cases – this may include home visits, referral meetings, family meetings, and more.
• Providing after‑hours support for referral partners, prospective clients, and active clients (incl. evenings and weekends) – this support may include e‑mail, telephone and/or home visits.
• Helping team to ensure that client accounts are up‑to‑date – especially when referrals are received from clients’ legal/financial advisors, coordinating with the finance/billing team, and communicating with families and/or financial managers when needed.
• Maintaining a working knowledge of The Key requirements and obligations where licensed as a The Key, including the obligations to clients and caregivers.
• Maintaining a pulse on the strategic position of The Key within the market, identifying new opportunities to enhance The Key’s reputation or build the referral base, helping to implement new programs and national/regional initiatives, and helping the team members to better understand the competitors and potential new team members as relevant.
• Additional duties and responsibilities as may be assigned by your supervisor.

• Possess a university degree preferably in Health Sciences, Gerontology, Social Work, Nursing, Healthcare Administration, or Recreation Therapy.
• 2+ years of business development experience in‑home care, senior living, pharmaceuticals, medical devices, and senior health care.
• Excellent customer service and sales skills.
• Computer proficiency and ability to document sales activity timely and accurately.
• Current driver’s license and proof of insurance.

• Ability to travel 50 – 75% of the time.
• Ability to lift and carry up to 10-15 pounds.
• Ability to sit, stand and walk for prolonged periods of time throughout the work day.
• Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.

• Medical/Dental/Vision Insurance
• Touch Care Virtual Care
• Life Insurance
• Health Savings Account
• Flexible Spending Account
• 401(k) Matching
• Employee Assistance Program
• PTO
• Plan for Non‑Exempt Employees
• Flexible PTO Plan for Exempt Employees
• Holidays and Floating Holidays
• Pet Insurance

The information contained here is not intended to be an all‑inclusive list of the duties and responsibilities of the job, nor is it intended to be an all‑inclusive list of the skills and abilities required to do the job. Reasonable accommodations may be made to assist qualified disabled persons to perform the essential functions…