Intake Coordinator

Two compassionate visionaries embarked on a transformative journey when Dee and Vanessa founded Care Indeed Home Health Care in the heart of the San Francisco Bay Area. Their mission was clear: to revolutionize the way care was delivered to seniors and individuals in need. Beyond home care services, they expanded their reach into medical staffing, bridging the gap between healthcare facilities and skilled professionals. These founders actively listened to pain points, strategically recruited committed candidates, and ensured that compassion remained at the core of their legacy. From pandemic adaptations to virtual reality training, their impact continues to shape the healthcare landscape, creating a better world for elders, families, and their caregivers.

• Handle and manage initial intake calls, converting qualified leads into scheduled assessments, including virtual assessments when appropriate.
• Proactively generate new sales opportunities through lead-generation techniques such as email outreach, cold calls, and social media engagement.
• Clearly articulate Care Indeed's values, services, and offerings to prospective clients while empathetically listening to and understanding their unique needs, ensuring the right care solution is recommended.
• Meet and exceed intake sales targets, conversion quotas, and other performance metrics.
• Track, manage, and report the status of all leads, prospects, and clients through the company's internal systems, ensuring timely follow-up and communication.
• Maintain data accuracy, consistency, and timeliness across all systems to ensure operational efficiency.
• Serve as a key liaison between new clients, assessors, care management teams, and direct care supervisors, ensuring clear communication and smooth transitions.
• Collaborate with accounting, direct care supervisors, and other internal teams to provide a seamless client onboarding experience and address any administrative needs.
• Guide clients through every step of the intake process, from the initial inquiry to the commencement of care, ensuring they feel supported and informed.
• Communicate regularly with remote and on-call teams to support a seamless transition from the intake process to ongoing client care management.
• Prepared and presented sales analytics reports on a weekly, monthly, and quarterly basis, tracking lead generation, conversion rates, and other key performance metrics.
• Provide ongoing support to assessors and ensure a smooth transition for clients from the sales process to care coordination.
• Perform additional duties as assigned, contributing to the overall goals and objectives of the company.

• Risk of exposure to bloodborne pathogens is limited
• Fast-paced environment
• It requires minimal lifting of office records and printouts
• It is primarily a desk job that essentially involves sitting, standing, stooping, and walking, as well as an inordinate amount of telephone communication

• A Bachelor’s degree is required - a background in social work, psychology, counseling, rehabilitation, gerontology, nursing, or sociology
• At least one year of experience or training in health care/social services.
• Sales experience preferred.
• Exceptional written and verbal communication skills.
• Proficiency in assessing client needs, meeting service quality standards, and evaluating client and employee satisfaction.
• Capability to thrive in a fast-paced environment.
• Unwavering commitment to providing the highest quality care and customer service.
• Proven track record of process management with meticulous attention to detail.
• Sensitivity, patience, and compassion when interacting with prospects.
• A positive, solution-oriented mindset.
• Flexibility and availability to work hours beyond the standard workweek.