Regional Intake Manager

The Key - Corporate; West Allis (WI); Remote; USD 55,000 - 80,000; Full time

Job summary

A leading company is seeking a Regional Intake Manager responsible for managing client intake processes. This remote position involves ensuring efficient client onboarding, developing protocols, and fostering communication with various departments to streamline operations. Strong organizational skills, a Bachelor’s degree, and experience in healthcare intake are essential.

Benefits

Medical/Dental/Vision Insurance

401(k) Matching

Flexible PTO Plan for Exempt Employees

Pet Insurance

Qualifications

• 5 years previous experience in intake/inside sales role, or equivalent experience, healthcare preferred.
• Knowledge of relevant regulations and compliance standards.
• Flexibility to travel within the region as required.

Responsibilities

• Overseeing the intake process within a designated location or region.
• Developing and implementing intake procedures and protocols.
• Monitoring and evaluating the efficiency and effectiveness of intake operations.

Skills

Communication

Organizational Skills

Problem Solving

Education

Bachelor’s degree in a related field

Job description

For nearly 20 years, TheKey has helped clients achieve successful long-term aging at home with comprehensive, concierge-based care. Ensuring the dignity, safety, and independence of its clients, TheKey is committed to changing how the world lives and ages at home. Employee-teams get the training, resources, and support they need to deliver an exceptional care experience for clients and their families. Founded in Silicon Valley, TheKey has grown from a single location to service coverage throughout North America enabling clients to live life on their own terms, in their own homes.

The Regional Intake Manager will be responsible for overseeing the intake process within a designated location or region. The primary goal will be to ensure efficient and effective coordination of client intake while maintaining high standards of customer service. This role demands strong communication skills, organizational skills, and the ability to collaborate with sales and field operations to optimize the client onboarding process.

Essential Duties and Responsibilities:

• Develop, implement, and refine intake procedures and protocols in alignment with organizational goals and compliance standards.

• Prioritize quick response times and expedite efficient intake activities across multiple locations within the region.

• Ensure timely and accurate data collection, entry, and documentation related to intake procedures.

• Leverage internal and external resources to generate new leads using Salesforce to maintain list and track disposition.

• Maintain referral relationships by fostering exceptional lines of communication and utilizing creative outreach strategies

• Collaborate with various departments, including client success managers, operations, sales, and the call center, to streamline the intake process and address any challenges or bottlenecks.

• Serve as a point of contact for external partners, agencies, and stakeholders involved in the intake process, maintaining strong relationships and ensuring effective communication.

• Monitor and evaluate the efficiency and effectiveness of intake operations, identifying areas for improvement and implementing solutions to optimize processes.

• Conduct regular quality assessments to maintain high standards of service and compliance with relevant regulations

• Other duties as assigned

Required Skills, Education and Certifications:

• Bachelor’s degree in a related field or equivalent work experience.

• 5 years previous experience intake/inside sales role, or equivalent experience, healthcare preferred.

• Excellent communication, interpersonal, and problem-solving abilities.

• Knowledge of relevant regulations and compliance standards.

• Ability to multitask, prioritize, and work under pressure in a fast-paced environment.

• Flexibility to travel within the region as required.

Physical Requirements:

• Ability to travel approximately up to 15% of the time

• Ability to lift and carry up to 15-20 pounds

• Ability to sit, stand and walk for prolonged period of time throughout the work day

• Ability to use standard office equipment such as personal computer, laptop, telephone, photocopy machine, etc.

This is a remote position working 10:00 am - 6:00 pm central time.

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 of the job. Management may, at its discretion, assign or reassign duties and responsibilities to this job at any time. The job description does not constitute an employment agreement between the employer and employee and is subject to change by the employer as the needs of the employer and requirements of the job change.

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Benefits for full time employees

• Medical/Dental/Vision Insurance
• TouchCare VirtualCare
• 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
  

TheKey is an equal opportunity employer.TheKey prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, color, religion, sex, age, national origin, disability status, protected veteran status, or any other characteristic protected by law.

California Residents Only:

In accordance with Article 2 of the California Health and Safety Code - California Community Care Facilities Act , TheKey requires timely and accurate positive fingerprint identification of California based applicants as a condition of employment. If an applicant has been convicted of a non-exemptible crime, and in compliance with all applicable state and local laws, their conditional offer will be rescinded.

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