Job Description

Location : Field Classification : Full-time, Exempt

Department : Growth Reports to: Director of Growth

Position Category: Non-Managerial Last Revised : May 2024

At ClareMedica, exceptional is the standard.

Driven by our purpose to enhance the lives of the seniors in the communities where we have the privilege to work, live, and play, the ClareMedica team is comprised of the brightest and best in their fields of expertise. From clinical excellence to unparalleled administrative support and beyond, we are working together to help seniors live happier, healthier, fuller lives.

That kind of teamwork and passion for excelling can only exist in a workplace that fosters employees' growth and wellness and where their full potential and value are realized. At ClareMedica, We are excited about great people like you. We are even more excited to support you with resources, training, benefits, competitive compensation, and more to help you thrive and succeed in our communities.

Opportunity awaits – welcome to ClareMedica.

ESSENTIAL FUNCTIONS

The Patient Care Advisor (PCA) is a sales and outreach representative specializing in healthcare who is responsible for communicating and educating about ClareMedica's service offerings, generating sales leads and memberships by cultivating valuable relationships with senior citizens, strategic local community partners and senior-focused businesses to inform potential new patients about ClareMedica, and helping to integrate and engage enrolled patients to promote better health outcomes and higher member satisfaction. The individual in this role strategizes, coordinates, and executes events. The PCA cultivates engaging and cost-effective techniques to keep seniors satisfied and engaged and fuel awareness and understanding of ClareMedica and corresponding membership growth. The PCA effectively communicates the ClareMedica high-touch care model at all events.

DUTIES AND RESPONSIBILITIES

• Creates and fosters meaningful relationships with senior-focused community-based organizations to produce ongoing new opportunities to educate seniors about ClareMedica.
• Meets with seniors and businesses alike at their place of choice, including but not limited to: their homes, workplaces, houses of worship, senior centers or living communities to share the ClareMedica high touch care model.
• Strategizes, coordinates, and executes events within the community (e.g., information tables, health fairs, physician presentations, etc.) to help educate our Medicare Advantage eligible patients and their caretakers.
• Fosters relationships with health plan agents, independent insurance agents, social workers, case workers, senior housing managers, senior centers, local government and stakeholders in the community to educate about why ClareMedica Care Centers should be a top provider choice for senior healthcare to share with their contacts.
• Partners with community officials, businesses and senior outreach programs to mature proposals that will get out the word about ClareMedica and its unique offerings.
• Responsible for event planning in direct collaboration with sales leadership to always represent our model in the community.
• Invites insurance agents and/or brokers to community events to promote timely patient access.
• Leverages marketing tools to attract potential new patients. Maintains up-to-date information in designated customer relationship management (CRM) tool. Utilizes CRM tool to document interactions with potential new patients and ensures effective management of leads.
• Provides monthly activities calendar reflecting community access points and new tabletop venues and distributes accordingly to partners, insurance agents, via approved channels. Creates detailed plans and initiatives for penetration in target markets.
• Engages inactive members via outreach with sales tools and marketing campaigns.
• Drives new member growth by appropriately educating potential patients on our high touch care model. Confidently presents in front of large audiences about ClareMedica healthcare model.
• Understands state and federal anti-kickback statutes related to healthcare referrals and abides by their provisions as it pertains to the PCA position.
• Develops all distribution channels to support new patient enrollment growth. Uses all sales tools and creates new ones as needed to ensure productive collection of required data.
• Works closely with leadership to improve effectiveness of engagements with distributors, vendors, and community partners.
• Builds solid relationships with brokers/insurance agents/case workers/third party vendors associated with seniors. Develops and executes specific compliant broker and partner strategies and plans.
• Maintains relationships with new patients to ensure engagement and satisfaction. Works closely with center leadership to address and resolve any patient experience complaints and/or issues.
• Performs other related duties as assigned.

SUPERVISORY RESPONSIBILITIES

• This position does not have supervisory responsibilities.

QUALIFICATIONS/REQUIREMENTS

• Bachelor's degree in marketing, Business Administration or a related field or additional combination of formal education, training and experience above the minimum will be considered in lieu of the education on a year-for-year basis.
• A minimum of 2 years of successful sales experience preferred. Working with seniors is a plus, as is a general understanding of Medicare Advantage and/or senior-focused healthcare.
• Relevant sales experience with establishing and maintaining relationships with business/vendor partners.
• A valid Class C or D or State equivalent driver's license, issued by the State of current employment required.
• High business acumen and acuity.
• Exceptional organizational skills with the ability to manage multiple priorities in a fast-paced work environment.
• Demonstrated knowledge of, and expertise in, negotiation, probing skills, closing skills and handling objections.
• Detail-oriented and proficient in MS office (PowerPoint, Excel, Word, and Outlook), CRM tools plus a variety of other word-processing, spreadsheet, database, e-mail and presentation software.
• Excellent written and verbal communication skills (e.g., pitch letters, outbound calls, effective one-on-one meetings, group presentations, etc.).
• Positive attitude and the ability to attract patients with a warm, gentle disposition as it relates to our target market and their caregivers (ability to enroll patients without being perceived as pushy).
• Spoken and written fluency in English.
• Bilingual is a plus.

WORKING CONDITIONS

General office working conditions. When required, PCA will be present at events outside to foster relationships in the community they serve.

PHYSICAL DEMANDS

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential function.

While performing the duties of this job, the employee will be required to stand/walk for extended periods of time; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs, balance; stoop, kneel, crouch or crawl; talk or hear. The employee must occasionally lift and or move up to 15 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust to focus. Frequent travel is required, often up to several hours of driving per day. Ability to travel to, attend, and conduct sales presentations. Manual dexterity is required to use desktop computers and peripherals.

WORK ENVIRONMENT

Work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of his job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

TRAVEL

Regular local travel during the business day, although some out-of-area and overnight travel may be expected.

SAFETY HAZARD OF THE JOB

Minimal Hazards

This job description does not list all the duties and responsibilities of the job. You may be asked by supervisors or managers to perform other instruction, duties, and responsibilities, as appropriate. You will be evaluated in part based upon your performance of the duties and responsibilities identified in this job description.

Management has the right to revise this job description at any time. The job description is not a contract for employment, and either you or the employer may terminate employment any time, with or without cause.

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