Home Care Sales [ Personal Assistant ] *** Competitive pay and Benefits***

JOB TITLE: Sales Personal Assistant   

 REPORTS TO: Home Care Liaison   

 Statement of Position/Position Summary 

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.  

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.  

·         The following cognitive or mental requirements are necessary on a daily basis.  

o    Critical thinking.  

o    Reading 

o    Writing 

o    Mathematics 

o    Drawing conclusions from written or computer-generated materials  

o    Analyzing data or report information 

o    Creating methodologies for accomplishing a goal 

o    Conducting research 

o    Implementing recommendations by supervisors and or other resources.  

o    Clear verbal articulation 

· Working Environment 

 Office setting / Indoors / Outdoors / Community Events