Inside Sales Representative

Kaizen Lab Inc.; Philadelphia (Philadelphia County); On-site; USD 50,000 - 80,000; Full time

Job summary

Kaizen Lab Inc. is seeking an Inside Sales Representative to be the first contact for potential clients, guiding families through services and confirming eligibility. You will coordinate with Admissions, Recruiting, and the Coordination team to move inquiries to active care with speed and empathy.

Responsibilities include structured intake, insurance verification, and presenting service benefits. A high-volume calling environment and Zoho CRM usage are central to success.

Qualifications

• Associate or bachelor's degree in Business, Marketing or a related field.
• 2+ years of sales or intake experience (healthcare or insurance preferred).
• Knowledge of Medicaid/Medicare, MCOs, and home care authorizations is a plus.
• Strong phone communication, persistence, and ability to close with care.
• Experience using CRM systems (Zoho preferred).
• Ability to handle objections and explain complex info calmly and professionally.

Responsibilities

• Conduct structured intake calls to collect client information and needs.
• Verify insurance coverage to determine service eligibility.
• Explain benefits and walk families through the home care process.
• Assess client fit based on coverage and agency guidelines.
• Maintain daily call activity and move clients to Start of Care.
• Handle a high volume of calls (100+ per day).
• Enter intake data into CRM (Zoho) accurately.
• Assign lead statuses and provide clear follow-up notes.
• Maintain communication with service coordinators and referral sources.
• Confirm onboarding steps are completed prior to activation.
• Attend weekly pipeline meetings and report case progress.
• Bilingual (English/Spanish) is highly preferred.

Skills

Phone communication

CRM experience

Bilingual English/Spanish

Lead qualification

Closing with care

Education

Associate/Bachelor in Business/Marketing

Tools

Zoho CRM

Job description

The Inside Sales Representative serves as the first point of contact for potential clients, families, and referral partners. This role is responsible for qualifying leads,guiding families through our services and how we can support their loved ones, confirming client eligibility and insurance, and coordinating all necessary steps to ensure a smooth onboarding process. As an inside sales rep you work closely with Service Coordinators, Admissions, Recruiting, and the Coordination team to move each client from inquiry to active care. You are not just "selling care" but you are managing a fast-moving pipeline where empathy, speed, and strategic communication are everything.

Key Responsibilities

• Conduct structured intake calls to collect clients information, including care needs, caregiver preference, and referral source.

• Verify insurance coverage (e.g., Keystone, UPMC, Medicare, Medicaid) to determine service eligibility.

• Explain the benefits of our services and walk families through the home care process with empathy and urgency.

• Assess client fit for agency services based on coverage, care requirements, and agency guidelines.

• Maintain daily call activity to follow up with interested clients and move them to 'Start of Care'

• Handle a high volume of daily inbound and outbound calls (100+ per day).

• Accurately enter intake data into CRM (ZOHO) systems.

• Assign lead statuses and provide clear follow-up notes.

• Maintain communication with Service Coordinators and referral sources.

• Confirm all onboarding steps are completed prior to activation.

• Attend weekly pipeline meetings and communicate case progress clearly.

• Bilingual (English/Spanish) is highly preferred.

• What You Need to Succeed:

  • Associate/Bachelor degree in Business, Marketing or a preferred field.

  • 2+ years of experience in sales, or intake (healthcare or insurance preferred).

  • Knowledge of Medicaid/Medicare, MCOs, and home care authorizations is a huge plus.

  • Strong phone communication skills, persistence, and ability to 'close' with care.

  • Experience using CRM systems (Zoho preferred).

  • Ability to handle objections and explain complex info in a calm, professional manner.

Joining our team means becoming part of a company that values your contributions, supports your growth, and empowers you to make a meaningful impact every day.

All American Home Care is an Equal Opportunity/Affirmative Action employer. We welcome individuals from diverse backgrounds and perspectives. We firmly believe that an inclusive and respectful environment enriches the community and the client and employment experience of its members. We prohibit discrimination against individuals on the basis of race, color, national origin, religion, sex, sexual orientation, disability, age, status as a veteran or special disabled veteran, gender identity or expression, genetic information, pregnancy, childbirth or related medical conditions and any other prohibited characteristic.