Sales Representative

Role Overview

The Inside Sales Representative is the first point of contact for potential clients, families, and referral partners. This role owns the intake-to-start-of-care pipeline by qualifying leads, guiding families through services, confirming eligibility, and driving each case forward with urgency and empathy.

This is not a passive call-center role. Success requires speed, precision, emotional intelligence, and disciplined follow-up in a high-volume environment.

Key Responsibilities

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

• Verify insurance coverage and eligibility (Medicaid, Medicare, MCOs, commercial plans)

• Clearly explain services and guide families through the home care process

• Assess client fit based on coverage, care needs, and agency guidelines

• Maintain consistent daily follow-up to move leads toward Start of Care

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

• Accurately document all intake activity in Zoho CRM

• Assign lead statuses and maintain clear, actionable follow-up notes

• Coordinate closely with Service Coordinators, Admissions, Recruiting, and Coordination teams

• Ensure all onboarding steps are completed prior to activation

• Participate in weekly pipeline reviews and communicate case progress clearly
  
  

What You Need to Succeed

• Associate or Bachelor’s degree preferred

• 2+ years of experience in inside sales, intake, or healthcare/insurance-related roles

• Knowledge of Medicaid, Medicare, MCOs, and home care authorizations strongly preferred

• Strong phone presence with the ability to close conversations professionally and compassionately

• CRM experience (Zoho preferred)

• High persistence, objection-handling skills, and comfort working in a performance-driven environment

• Bilingual English/Spanish strongly preferred
  

What This Role Requires

• Comfort with volume, urgency, and accountability

• Ability to manage multiple active cases simultaneously

• Strong follow-through and ownership of outcomes

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