Assessment Coordinator

Overview Summary: The Community and Assessment Coordinator will focus on conducting lead home assessments, engaging with prospective clients, and supporting community outreach efforts. This part-time role also involves visiting local partner locations to drop off marketing materials and strengthen referral relationships.

Qualifications:

• Customer service skills and phone answering management experience
• Proficiency in computer skills (Google Suite, Excel, PowerPoint, etc)
• Well-honed time management skills
• Exemplary communication skills, both verbal and written
• Must be able to pass a background check & Lawfully authorized to work in the U.S.
• Must have a valid driver’s license and auto insurance.
• Prefer to have CNA or RN Background

ESSENTIAL FUNCTIONS

• Conduct initial safety home checks for prospective clients, assist with the completion of services agreements, and ensure clients are fully onboarded before the RN conducts a full home assessment.
• Engage and nurture prospects who have shown interest but have not yet signed with the company.
• Attend and represent SYNERGY HomeCare at community events to build brand awareness and generate leads.
• Support senior leadership in creating and distributing marketing materials.
• Perform cold calling to potential clients and referral sources, generating new business opportunities.
• Conduct drop-off visits to local partners, distributing marketing materials and fostering relationships to increase referrals.
• Ability to provide attention to the client's non-medical needs, including companionship and social engagement.
• Operates a multi-line phone system to receive and direct incoming calls. Obtains caller’s name and purpose of call
• Other duties as assigned