Sales & Referral Development Representative

Job description

Amen Clinics, Inc. is an outpatient healthcare clinic providing mental wellness strategies to patients of all ages. Operating since 1989, our eight nation-wide clinics offer patient-first experiences and customized solutions to an array of behavioral and psychiatric conditions. Our method includes a whole-person approach that recognizes the biological, psychological, social, and spiritual aspects of our patient’s lives.

Amen Clinics employs an array of healthcare professionals, including psychiatrists, integrative physicians, nutritionists, therapists, and wellness coaches. These practitioners have diverse educational backgrounds and specialties and are skilled in treating patients using the least harmful, most effective means possible.

Amen Clinics has some of the highest outcomes in the field of psychiatry. We have the world’s largest database – 150,000 and growing – of brain scans (SPECT) related to behavior. Our doctors have seen patients from 120 countries.

At Amen Clinics, we believe that a better brain leads to a better life.

Job Summary:

As a Sales and Referral Development Representative (SRDR), you will be responsible for identifying potential customers (referring healthcare and legal professionals), generating new business opportunities through prospecting and cold calling, and managing leads through the sales and referral cycle alongside the Clinical Outreach Managers (COMs). You will work closely with the COM team to ensure we continue to develop new and mutually beneficial referring relationships and that our company’s referral goals are met. You are also required to track your communications in our CRM and support data integrity.

Additionally, the SRDR will assist new patients in receiving referrals to the types of providers required to complete their treatment plan successfully. For patients needing assistance, the Referral Coordinator reviews the provider’s recommendations, cross-references an existing database of resources, or performs independent research, and then provides the appropriate referrals.

To perform this successfully, the SRDR maintains a working relationship with the clinical team, the Clinic Outreach Managers, and third-party providers. They must have extensive knowledge of Amen Clinics services, treatment recommendations, several types of providers, and patient needs. A high attention to detail and accuracy ensures that patients receive the appropriate referrals that correspond with their specific treatment plan. The SRDR is responsible for referral operations at assigned clinics, establishing and standardizing systems and procedures for the distribution and use of health information throughout the organization, coordinating and referral functions with all other departments.

We are looking for someone who has excellent communication skills, a desire to meet and build relationships with professionals, a strong work ethic, and a proven track record of success in prospecting and sales. If you are a self-motivated individual with a passion for relationship development, we encourage you to apply.

Essential Duties and Responsibilities:

· Identifying potential customers and generating new business opportunities for the company.

· Contacting and qualifying potential referents by phone and on zoom.

· Cold Calling and internet research to find fitting professional.

· Working closely with the Clinic Outreach Managers on the Western Region.

· Creating and managing leads through the sales pipeline by setting appointments, following up on leads.

· Setting calendared appointments for the Clinical Outreach Managers.

· Responsible for ensuring the delivery of an exceptional patient experience regarding external referrals.

· Place outbound follow-up calls to patients with referral requests.

· Ensures current and standardized referral policies and workflows.

· Respond to patient referral requests in a timely fashion.

· Consistent communication with the Clinical Team and Clinic Outreach Team to ensure current patient needs and appropriate referrals.

· Coordination with patient and Insurance Specialist for patients that have insurance Out of Network questions.

· Reviews details and expectations about the referral with both ordering providers and patients.

· Identifies and uses community resources where the patients reside; establishes relationships with servicing providers and personnel.

· Point of contact for patients and referents for any questions or rising concerns.

· Maintain EHR database and update all new referents; communicate with COM team when a new referent is identified.

· Periodic support at conference exhibit booths.

· Assist with various duties or work on special assignments as time permits.

· This job description is subject to change at any time by management.

Qualifications and Requirements:

• High School Diploma and/or GED required.
• Bachelor’s degree is preferred.
• Mental Health/Intake experience and familiarity with medical terms and office operations is preferred.
• Exceptional phone etiquette and professionalism
• Must possess a professional and friendly attitude and be able to quickly develop a rapport with patients and referents over the phone.
• Critical thinker
• Strong verbal communication skills
• Strong computer skills, with emphasis on Microsoft Office 2010
• Strong people skills
• Must be able to work in a challenging environment.
• Must be able to work independently and productively with minimum supervision.
• Bilingual in Spanish a plus

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 accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Frequent typing and viewing of computer screen.
• Frequent use of hand and fingers with machines, such as computer, copier, fax machine, scanner, and telephone
• Frequent hearing, listening, and speaking by telephone and in person.
• Occasionally required to stand, walk, reach with hands and arms, stoop, or bend

Work Environment:

The work environment described here is representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

· Work indoors in temperature-controlled environment

· The noise level is usually moderate.