Intake Client Associate

Help at Home; United States; On-site; USD 29,000 - 33,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) retirement plan

Paid time off and holidays

Wellness initiatives

Flexible work options

Job summary

Help at Home is hiring an Intake Client Associate to build and nurture client relationships and manage referrals, coordinating intake processes and supporting start-of-service activities.

You will partner with case managers, recruiters, and onboarding teams to ensure smooth admissions and continuous development, leveraging Salesforce and Microsoft Office dashboards. This role requires a high school diploma and 2 years in client services.

Qualifications

• Two years in client services or a related intake role.
• Healthcare sales experience and Medicaid/waiver/home health exposure preferred.
• Experience managing relationships with distribution partners and referral sources is a plus.
• Experience as a manager or team leader is preferred.
• Strong interpersonal and communication skills; ability to build relationships with clients and internal teams.

Responsibilities

• Cultivate and maintain strong client relationships to drive account growth.
• Represent Help at Home within the community to boost brand awareness and support strategic business development initiatives.
• Ensure efficient communication channels and procedures that streamline operations and referral source management.
• Acquire, retain, and monitor relationships with Case Managers to meet goals.
• Build and maintain relationships with clients as a trusted advisor to provide tailored solutions.
• Follow up on leads effectively and in a timely manner.
• Maintain the database with all sales activities.
• Support onboarding, training, and development of Intake Client Associates.

Skills

Leadership

Communication

Organizational skills

Multitasking

Salesforce

Microsoft Office

Conflict resolution

Relationship management

Education

High School Diploma or GED

Tools

Salesforce CRM

Microsoft Office Suite

Job description

Overview

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.

Overview

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.

Pay Range

$21-$24 per hour

Our Benefits

• 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

Responsibilities

What You’ll Do:

• 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.

Qualifications

What You’ll Bring:

• 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.

Education And Experience

• 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.

Physical Requirements

• 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.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions upon request.

Help At Home is an Equal Employment Opportunity (EEO) employer and welcomes all qualified applicants. Applicants will receive fair and impartial consideration without regard to race, sex, color, religion, national origin, age, disability, veteran status, genetic data, or religion or other legally protected status.

Pay Range

USD $21.00 - USD $24.00 /Hr.