Community Liaison

The Community Liaison plays a vital role in achieving our purpose of providing quality, compassionate care to those we serve. This position is responsible for building strong relationships within the community, generating client referrals, enhancing the Home Well brand, and increasing the agency’s census and service hours. Through promoting the agency as a trusted provider and home care expert, the Community Liaison helps bring the agency’s vision to life by creating an environment where clients, their families, and partners experience peace of mind, feel valued, and are inspired by our commitment to enhancing lives.

Our benefits and work environment includes:

• Competitive pay
• Incentives and Bonuses
• Safe work environment
• Growth opportunities
• On-the-job training

• Promote agency services to generate referrals and create a recognized presence in the community.
• Build and maintain long‑term relationships with referral sources, including hospitals, skilled nursing facilities, rehabilitation centers, home health and hospice agencies, senior centers, and other community organizations.
• Identify, research, and pre‑qualify prospective referral sources to target high‑value accounts.
• Conduct a minimum of 8 face‑to‑face visits daily with referral sources, ensuring value is demonstrated at each meeting.
• Follow up with referral sources promptly after visits, completing agreed‑upon actions within the specified time frames.

• Represent the agency at senior‑focused networking events, community activities, and professional organization meetings to increase visibility and strengthen referral relationships.
• Act as a knowledgeable resource for referral sources, showcasing the agency’s expertise in home care and related services.

• Pre‑plan weekly sales routes and activities to maximize efficiency and cost‑effectiveness; set specific goals for each sales call and prepare supporting materials as needed.
• Submit weekly sales reports to the Administrator, detailing completed activities, new referrals, and progress toward sales goals.
• Meet monthly, quarterly and/or annual sales goals and quotas.

Attend weekly sales meetings to:

• Review the prior week’s performance and challenges.
• Discuss new referrals and business opportunities.
• Plan upcoming goals and review the agency’s progress toward key benchmarks.

• Maintain accurate and up‑to‑date documentation of all sales activities in the agency’s CRM system.
• Ensure contact information for all referral sources is current and properly recorded.
• Monitor and adhere to the sales budget, ensuring all expenditures align with the agency’s financial goals.
• Remain knowledgeable of agency services, programs, features, and industry trends, as well as competitor offerings.

• Complete the Client Assessment Packet for each new client that agency has acquired and provide all signed agreements to the client or designated representative.
• Develop and implement a written care plan in collaboration with the client and/or their representative, ensuring it includes:
  • Client’s functional limitations.
  • Nutritional needs and food allergies for meal preparation.
  • Relevant home medical equipment and supplies.
  • Type, schedule, and frequency of services to be provided.
  • Any requested non‑medical tasks.

• Participate in the development and execution of marketing strategies as needed.
• Perform other related duties as assigned by leadership.

• Exceptional interpersonal and customer service skills, with the ability to build strong professional relationships.
• Proven sales and negotiation skills, with a track record of achieving or exceeding goals.
• Strong analytical and problem‑solving abilities.
• Excellent follow‑up, planning, and organizational skills.
• Professional demeanor and appearance, with the ability to present a positive and credible business image.
• Proficient in Microsoft Office Suite and CRM systems or related software.
• A reliable means of transportation with current insurance and a valid driver’s license.
• Passionate about helping seniors…