Garfield Heights, OH30+ days ago
Ensuring the satisfaction of the referral sources worked with to generate ongoing, long-term business Building priority lists, advancing relationships, tracking personal activity effectively and completing all the other necessary steps of successful referral marketing as outlined by the Business Development Process Representing TheKey in networking groups, at events, on committees and in other community settings Responding to prospective client inquiries, whether in-person, via phone or web form, and ensuring they receive the information they need Learning the assessment process and conducting assessments with prospective clients as needed, addressing their questions and concerns, building relationships with their families and converting them into long-term clients Communicating effectively within the team to ensure that the care plans meet the clients' needs, that stakeholders and referral sources are satisfied, and that relevant information is communicated in an effective and timely manner Providing active relationship management when needed for existing referral cases - this may include home visits, referral meetings, family meetings, and more. evenings and weekends) - this support may include e-mail, telephone and/or home visits Helping team to ensure that client accounts are up-to-date - especially when referrals are received from clients' legal/financial advisors, coordinating with the finance/billing team, and communicating with families and/or financial managers when needed Maintaining a working knowledge of TheKey requirements and obligations where licensed as a TheKey, including the obligations to clients and caregivers Maintaining a pulse on the strategic position of TheKey within the market, identifying new opportunities to enhance TheKey's reputation or build the referral base, helping to implement new programs and national/regional initiatives, and helping the team members to better understand the competitors and potential new team members as relevant Additional duties and responsibilities as may be assigned by your supervisor.