Client Relations Executive Home Health

Marian Regional Medical Center a 191-bed facility located in Santa Maria California is recognized as one of the Top 250 Hospitals in the Nation by Healthgrades and was awarded Best Maternity Care by Newsweek. It ranks among 10% in the nation for safety core measures in cardiac services and has the only comprehensive cancer treatment and resource program from Los Angeles to San Francisco. Marian’s beautiful mission-style facility houses the latest technology to support excellent physicians and caregivers who deliver compassionate care each and every day. Marian Regional Medical Center is a part of Dignity Health’s Southwest Division and is a member of CommonSpirit Health the largest not-for-profit health care system in the nation boasting an integrated network of top quality hospitals with physicians from the most prestigious medical schools and comprehensive outpatient services - all recognized for quality safety and service. Marian's offers Santa Maria Valley residents access to the most advanced technologies an expanded and enhanced Emergency Department Critical Care Unit neonatal intensive care unit and an array of women's services.One Community. One Mission. One CaliforniaJOB SUMMARY / PURPOSEThe Client Relations Executive (CRE) makes essential contributions to the achievement of the organization’sobjectives as a field-based business development representative, consistently meeting the volumeexpectations for referrals and admissions. The CRE is the voice of the customer. The position maintains andgrows current market share and grows new sources of business sufficient to support the branch’s businessplan. This position will work with the Director, Business Development; Regional Vice President, MarketDevelopment; or Vice President, Sales and branch Director, Operations to develop and execute specific strategiesand tactics to achieve revenue targets, patient experience and profitability goals.The Client Relations Executive II (CRE II), additionally, is a mentor and coach, responsible for the supervision ofassigned CRE(s) and/or Care Transition Nurse(s). The CRE II is also the voice of the customer and observes andreports trends, changes, and new opportunities to assist CHI Health at Home with planning and executingbusiness growth strategies.Depending on which business unit is assigned, Home Health and Hospice CRE(s) primary customers are skillednursing facilities, assisted living communities, Community Based Residential Facilities, physicians, professionalassociations and organizations within the established market.ESSENTIAL KEY JOB RESPONSIBILITIES1. Supports CHI Health at Home’s mission to exceed the expectations of our customers, associates, andshareholders in the delivery of health care and support services in a way that a caring family provides.As a member of the Catholic Health Initiatives (CHI) family, our mission aligns and supports that of ourparent health system. Supports CHI and CHI Health at Home’s values, strategic goals and highstandards of customer service. Consistently lives People First Behaviors. Follows the policies andprocedures of the organization.2. Adheres to the Corporate Compliance Program, including confidentiality of HIPAA health protectedhealth information.3. Must meet or exceed established monthly admission target(s) as provided by their supervisor anddetermined by the branch monthly budget.4. Identifies and qualifies health care relationships within regional territory with a focus on skilled nursingfacilities, assisted living communities, Community Based Residential Facilities, physicians and otherhealth care providers and hospital systems.5. Develops and maintains relationships with key customer sources through regular contact and follow-upprocedures.6. Acts as the key contact for client troubleshooting and conflict resolution.7. Responsible for developing and working a yearly business plan for the region that includesstrategies for exceeding established budgets and goals.8. Develops and maintains accurate data on customer relationships within RSL on each key referralsource to provide client information needed to build strong ties and deliver customer satisfaction. 9.Communicates to branch(es) on a daily basis to give and receive vital client information. 10.Completes reports detailing field activity and results on a weekly basis.11. Represents CHI Health at Home in relevant professional organizations and in the community.12. Assists in proposal preparation and presentation.13. Analyzes and makes recommendations for contracts.14. Assists with educating the community about services.15. All other duties as assigned.16. Home Health and Hospice CRE(s) Follows referral of a patient to CHI Health at Home, assists facilitydischarge coordinators in coordinating quality home care services for clients in the following manner:a. Determines patient eligibility for home care services.b. Effectively communicates with appropriate disciplines involved in the care of potential homecare clients, and provides information and recommendations to CHI Health at Home staff. c.Develops professional working relationships with health care providers and facilities, generating anopen flow of information and support of home care goals; provides value added counsel, teachingand resourceful problem solving.d. Available to all discharge planners, physicians, other personnel and clients to 1) analyzeeligibility for home care or hospice and provide general guidance in determining if a patientwould benefit from home care or hospice services and/or 2) explain Medicare and Medicaidguidelines, insurance plan benefits, financing options, CHI Health at Home policies, etc.Minimum QualificationsRequired EducationHealth care professional credential, Bachelor’s degree orcomparable business experience requiredRequired Minimum ExperienceCRE IMinimum of one year of related sales experience, preferablyin a health care/medical field or patient transportationRequired Minimum Knowledge, Skills, and AbilitiesExcellent sales, customer service and persuasive abilities; ability tobuild trusting relationships and gain commitment for referrals.Excellent communication skills, both verbal and written. Strongknowledge of computer-based applications, including MicrosoftOffice applications (Excel, Word & PowerPoint) and territorymanagement systems.Excellent time management, organizational, administrative andpresentation skills, as well as the ability to work independently andinterdependently, to interact with all levels of staff andmanagement, set priorities, manage multiple demands effectivelyand use good judgment.Excellent interpersonal skills with diverse customers and staff. Mustbe highly articulate and capable of communicating effectively withgroups and individuals verbally and in writing, with strongpresentation skills and ability to interact with all levels of staff andmanagement using superior interpersonal and influencing skills.Communicates with optimism about the future.Ability to travel, valid driver’s license, auto liability insurancecoverage according to company policy.CRE IIBasic knowledge of the healthcare industry, Medicare, managedcare, insurance reimbursement and accounting practices.Knowledge of contracting.Demonstrated ability to effectively lead, train, develop, evaluateand manage staff performance.Possesses a strong belief in an organizational culture thatencourages valuing, recognizing and empowering associates andbest service excellence practices demonstrated through personalbehavior and work ethic required.Preferred Edudcation and/or ExperienceCRE IMinimum of one year of related sales experience, preferablyin a health care/medical field or patient transportation.

Created: 2025-11-01