Home Health Account Executive

1.0 40% QUALITY OF WORK:

1.1 20%

Increases public awareness of the agency as evidenced by:

• Implementation of the marketing and sales plan for the prescribed territory including facilities, physician practices, residential communities, and the public.
• Cultivate referral sources, build, and develop relationships, identify needs, and develop strategies to meet needs of the territory.

• Represents the agency at community events, fairs, expos, and agency sponsored events.
• Educates the referral sources and general public on agency services via presentations, visits to organizations, group meetings and direct mailings.
• Works with Account Executive to maintain effective, productive relationships with territory referral sources.
• Works with referral sources to maintain communication, solve problems, identify needs.
• Demonstrates a current working knowledge of Medicare, Medicaid, and other payor guidelines. Assists in educating others in those guidelines.

1.2 20%

Increases active client count, hours of home health services and number of patient admissions evidenced by:

• Assists with the development and implementation of the Marketing and Sales plan for the territory.
• Responds to referral sources for home health coordination for patients to be discharged to the agency and ensures safe discharge. Collects all necessary clinical and demographic information, meets with the patient and/or family to make arrangements, coordinates with agency staff to facilitate admission.
• Develops and maintains referral contact lists.
• Informs case managers/discharge planners of agency’s patients’ admissions to their facilities.
• Keeps Account Executive informed on a regular basis of information about referral sources – problems, staff changes, needs, etc.

2.0     40%           PRODUCTIVITY/USE OF TIME:

2.1     30%            Organizes and performs work effectively and efficiently as evidenced by:

• Achieves territory admission goals, in conjunction with Account Executive assigned for that territory. Admission goal is achieved at or above 95%.
• Responds to emails and voicemails within 2 hours time.

2.2     10%            Maintains and adjusts schedule to enhance team performance as evidenced by:

• Proactively scheduling and reporting a minimum number of sales calls, lead generation activities and educational activities per week, to be determined by Regional Director Sales and Account Executive.
• Actively participating in weekly feedback reporting to Regional Director Sales and Business Development team.
• Attend bi-weekly or monthly Business Development team meetings, calls, training and/or events.
• Reporting to work on time and returning promptly from errands, breaks, and meals.
• Managing personal work schedule and time off to promote smooth agency operations.
• Assisting other team members to ensure completion of all work assignments. Cross training with Intake and other marketing team members.
• Demonstrating flexibility with changing workload/assignments.
• Does not exceed accrued PTO or qualified leave of absence(s). *

3.0     20%           TEAM WORK, MISSION, VISION, VALUES:

3.1     20%            Demonstrates positive interpersonal relations in dealing with all members of the team (i.e., co-workers, supervisors, physicians, etc.) as evidenced by:

• Effectively demonstrates the mission, vision, and values of the agency on a

      daily basis.

• Responding to all customers in a courteous, sensitive, and respectful manner.
• Communicates daily with department staff and clinical staff to provide information regarding the status of pending new admissions.
• Maintains confidentiality in all professional areas and considers the needs of clients and their families, other employees, physicians, visitors, and all members of the community in an informative, courteous, and compassionate manner. Complies with the Well Care HIPAA Policies and Procedures.
• Managing stress and personal feelings without a negative impact on the team.
• Completing the review period without any formal disciplinary action. *
• Presenting a clean and neat appearance in personal attire and one’s work area.

* Not exceedable

JOB SPECIFICATIONS