Private Client Care Advisor

CareAparent; Saint Paul (MN); On-site; USD 72,000 - 88,000; Full time

Job summary

CareAparent seeks a Private Client Care Advisor to manage internal and external communications and drive client census. The role focuses on referrals, admissions, insurance verifications, and related activities to ensure high-quality care across the client journey.

The position is in-office and field-based at Woodbury, MN with standard business hours and a competitive salary plus annual bonus. Strong relationship-building and CRM/EMR skills are essential.

Qualifications

• Associate degree in sales, marketing, business administration, or healthcare.
• Minimum 3 years in sales/marketing.
• Experience in relationship-based sales of services.
• Medical Intake experience required.

Responsibilities

• Understand CareAparent's services and articulate benefits to potential clients.
• Develop business plans and target lists aligned with company goals.
• Maintain community relationships and coordinate events.
• Prospect clients and referral sources via calls, faxes, and emails to promote services.
• Use CRM/EMR to manage leads and patient information.
• Verify coverage and insurance eligibility, obtain authorizations, and gather paperwork.

Skills

Sales experience

Marketing experience

Relationship sales

Medical Intake

Healthcare terms

Education

Associate degree in sales

Bachelor’s degree preferred

Tools

CRM software

EMR system

Job description

CareAparent is a full-service home health care company that gives seniors the care they need to remain where they call home for as long as possible, as comfortably as possible, as humanly as possible. Our culture of hospitality ensures every person feels heard, valued, and supported—because when it comes to care, trust and consistency matters most. We are proud to be certified as a Great Place to Work® and recognized as the 2026 Best of Home Care Employer of Choice & the 2026 Best of Home Care Provider of Choice—recognition earned directly through our client and team members’ feedback. Our incredible employees are the reason we are able to give seniors the care they need to stay where they call home for as long as possible, as comfortably as possible, as humanly as possible.

We are seeking a full-time Private Client Care Advisor responsible for internal and external-facing communications related to increasing client census. This position will focus on referral sources, referrals, admissions, medical orders, insurance verifications, and other client-related activities on a day-to-day basis to ensure delivery of quality care and support throughout the clients' care journey.

At CareAparent, our Values are not just words. We use them to make decisions big and small, because they help keep our employees and clients safe, engaged, and focused on the best care possible.

The Client Services Specialist is the main point of contact for families seeking to learn about our services and schedule Care Consultations, acting as a liaison between CareAparent and our clients, in addition to assisting with complaints, orders, account questions, billings, and cancellations, ensuring a prominent level of customer service.

Salary Range: $80,000/yr + Annual Bonus opportunity

Hours: Standard Business Hours (Monday - Friday)

Office Location: Woodbury, MN

Position Type: In-Office & Field

Duties And Responsibilities

• Understand CareAparent's services, articulating the advantages of their features and benefits to potential clients
• Prepare business plans and maintain target lists; prioritize accounts aligned with company goals and initiatives
• Maintains community relationships and brand awareness and mission through coordination of events in the community including expos, information sessions, and other public-facing events
• Call, fax, and email prospect clients, referral sources, physicians, hospitals, skilled nursing facilities, discharge planners, and case managers to promote our services
• Utilize and maintain tracking and CRM tools to measure goals and metrics to report sales activity
• Review, distribute, and take timely, appropriate follow-up actions on all inbound communication (i.e., facsimile, telephone, and email), ensuring problems and concerns are resolved
• Schedule and attend face-to-face encounters and develop professional relationships with organizations and individuals connected with home care to establish channels for referral sources Producing engaging content and easy-to-use media kits to be distributed across a variety of channels
• Manage lead-generating workflows, tools, resources, content, and collateral that are related to all outward facing communication(s)
• Gather all necessary information and documentation relevant to client(s), verify coverage and insurance eligibility, obtain initial reimbursement authorizations/pre-authorizations, and obtain all paperwork required prior to initial assessment
• Input client information into the Electronic Medical Record (EMR) system, including, but not limited to client demographics, documentation, billing authorizations (as applicable), medications, allergies, and any other pertinent medical information
• Create client care plans and binders required by state and license regulations
• Travel between offices and attend other meetings and events as required or needed by manager

Qualifications

• Associate degree in sales, marketing, business administration, or healthcare required, bachelor’s preferred
• At least 3 years of experience in sales and/or marketing required
• Experience in relationship-based sales of services required
• Medical Intake experience required
• Home care experience is desirable, but not required
• Experience collaborating with a team and executing tasks preferred
• Knowledge of, or ability to learn, product, service, or area of customer service specialization
• Knowledge of medical/healthcare and insurance terminology is preferred

CareAparent is an Equal Opportunity Employer and qualified applicants will not be discriminated against on the basis of race, color, religion, gender, national origin, disability or veteran status.

CareAparent participates in the federal E-Verify program.