Overview
The Personal Assistant is responsible for managing the intake process for consumers. As the first point of contact for consumers the Sales Assistant is responsible for maintaining an in-depth knowledge of the Home Care process, supporting resources needed to provide services, referral policy and procedure, creating and maintain relationships with consumers and connecting with incoming applicants in a manner consistent with the mission of All American Home Care. Facilitates the intake process, assisting in the application process for caregivers and collecting all supporting documentation.
Job Details
JOB TITLE: Sales Personal Assistant
REPORTS TO: Home Care Liaison
Qualifications And Education Requirements
- Bilingual / Spanish Preferred
- Minimum of High School Diploma or equivalent, associate degree preferred or combination of experience.
- 2+ years of experience in a Marketing Assistant or Intake support role. Human Resources experience as it relates to home care preferred.
- Demonstrated capability maintaining strict confidentiality with employee information.
- Knowledge of principles and practices of basic office management and organization.
- Strong typing and computer application skills.
- Computer proficiency and working knowledge of Microsoft programs required.
- Strong interpersonal and business partnering skills.
- Good judgment and decision-making skills.
- Must be well organized, accurate and attentive to detail.
- Excellent communication, public relations and follow-up skills.
- Must be able to work independently and have strong written and verbal communication skills.
- Belief in the Home Care concept.
Duties And Responsibilities
- Supports Home Care Liaison’s Day to day directly as the go-to person for all needs, including daily administration, calendar management, travel schedules and project coordination.
- Answers incoming sales calls; receives all intake information for potential consumers and enters the appropriate information into ZOHO (all incoming calls must be entered into ZOHO before they go to the sales rep).
- Assists consumers with the intake process and inputs all pertinent information into the system.
- Completes applications with potential caregivers and assures that all vital information is documented, and all main documents are received.
- Ensure that all applications are accurate before scanning them into the system.
- Confirm that client information is entered into the system correctly and efficiently.
- Follow up with caregivers for missing credentials.
- Conduct calls to Maximus to submit clients for services and follow clients through the approval/denial process.
- Communicates with consumers, families and caregivers regarding Home Care service, information and issues.
- Communication on a routine basis with contract agencies to maintain smooth relations and to obtain needed information.
- Documents and reports on changes in consumer/caregiver status.
- Maintains positive relationships with external partners.
- Prepare welcome packets and disseminate appropriately.
- Perform other duties as assigned.
ADA Requirements (essential functions)
Physical Requirements
- Sitting 5-8 hours/day
- Standing 0.5-1 hour/day
- Walking 1-2 hours/day
- Reaching 0.5/hour day -8ft., higher or lower
- Use of Telephone 3-4 hours/day
- Working Under Pressure 3-4 hours/day
- Working rapidly for long periods 4-5 hours/day
- Use of keyboard/computer, printer, fax, copier 4-5 hours/day
- Position requires close work; finger dexterity; good vision, hearing, oral communications, and critical thinking on a regular basis.
- May occasionally work longer than 8 hours a day.
Cognitive or Mental Requirements
- Critical thinking
- Reading
- Writing
- Mathematics
- Drawing conclusions from written or computer-generated materials
- Analyzing data or report information
- Creating methodologies for accomplishing a goal
- Conducting research
- Implementing recommendations by supervisors and or other resources.
- Clear verbal articulation
Working Environment
Office setting / Indoors / Outdoors / Community Events
Seniority level
Employment type
Job function
Industries