Inside Sales Representative

Key Responsibilities

• Conduct structured intake calls to collect clients information, including care needs, caregiver preference, and referral source.
• Verify insurance coverage (e.g., Keystone, UPMC, Medicare, Medicaid) to determine service eligibility.
• Explain the benefits of our services and walk families through the home care process with empathy and urgency.
• Assess client fit for agency services based on coverage, care requirements, and agency guidelines.
• Maintain daily call activity to follow up with interested clients and move them to 'Start of Care.'
• Handle a high volume of daily inbound and outbound calls (100+ per day).
• Accurately enter intake data into CRM (ZOHO) systems.
• Assign lead statuses and provide clear follow-up notes.
• Maintain communication with Service Coordinators and referral sources.
• Confirm all onboarding steps are completed prior to activation.
• Attend weekly pipeline meetings and communicate case progress clearly.

What You Need to Succeed

• Associate/Bachelor degree in Business, Marketing or a preferred field.
• 2+ years of experience in sales, or intake (healthcare or insurance preferred).
• Knowledge of Medicaid/Medicare, MCOs, and home care authorizations is a huge plus.
• Strong phone communication skills, persistence, and ability to 'close' with care.
• Experience using CRM systems (Zoho preferred).
• Ability to handle objections and explain complex info in a calm, professional manner.