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Marketing Referral Specialist
Marketing Referral SpecialistBrightCare HomeCare • New Orleans, Louisiana
Marketing Referral Specialist

Marketing Referral Specialist

BrightCare HomeCare • New Orleans, Louisiana
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Position Summary :

The Referral Specialist is responsible for driving new client admissions by (1) In-person visits with referral sources (2) Creating and strengthening community partnerships / relationships (3) Providing education on services and feedback about client outcomes (4) Completing initial assessments for admission (5) Successfully managing communication between referral sources and home office.

Responsibilities Summary :

Create Referral Opportunities

  • Visit Hospitals / CCRCs / SNF / AL / IL / etc and establish effective rapport with physicians, social workers, discharge planners, therapists, and other referral sources
  • Participate in external marketing, including building relationships with referral sources, hosting and supporting marketing functions sponsored by “power partners” to engage in community networking and inter-personal connections
  • Integrate efforts with community marketing team to ensure efforts are coordinated and in line with the team's goals
  • Seek new markets (LTC Insurance, Estate Attorneys, etc) in the community to promote education and depth of influence

Educate and Inform

  • Develop and deliver educational in-services to referral sources
  • Attend weekly case conferences and provide feedback / reports on client's progress
  • Acts as liaison to referral partners to report client's progress toward goals, response to assistance, or updated treatment plans
  • Serves as a resource to hospital planners to ensure smooth transition from hospital to home
  • Plan & Document

  • In cooperation with the Administrator and Client Supervisor, assess the needs of the marketing program and develop a marketing plan of action with weekly / monthly / quarterly / yearly goals
  • Create and present business plan to target hospitals, Assisted Living Facilities and other key referral sources
  • Consultations / Assessments

  • Be readily available to complete consultations / assessments. Consultations / Assessments may occur after regular business and on weekends
  • Build initial rapport and become a trusted advisor to families
  • Ensure new client paperwork is submitted to in-house team within 24 hours of admission
  • Clearly communicate all roles involved in the outcomes of the client
  • Maintain transparency with pricing and cost of services prior to start of services
  • Communication is KEY! Follow all policies and procedures for communication of new starts to in-house team
  • Outcomes :   What defines success in this role :

  • Meeting quota for client referrals - 50%
  • Conversion Rate >
  • 70% - 20%

  • Territory Growth (# of active referral resources) >
  • 20% quarterly - 10%

  • Verified successful communication with in-office staff - 20%
  • Qualifications

  • Minimum 2 years of Home Health, Hospice or Durable Medical Equipment Sales experience and an understanding of healthcare operations is an essential requirement for this position
  • Current, active book of business required
  • Effective, responsive interpersonal skills in relating to nurses, social workers, case managers physicians, therapists, other health specialists in the community, management, and co-workers both over the phone and in person
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    Referral Specialist • New Orleans, Louisiana

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