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salesforce google workspace microsoft excel client communication insurance verification📋 Description
- Initiate contact with incoming clients and establish connections.
- Conduct initial intake screening and verify critical information.
- Create initial client profiles and complete insurance verification.
- Manage high-volume communications with families; track progress.
- Maintain confidential client files across systems (SalesForce, CareConnect).
- Coordinate with team to ensure efficient intake workflow.
🎯 Requirements
- Bachelor's degree or equivalent in Sales/Healthcare.
- 2–3 years inside sales or phone-based experience.
- Proven sales conversations and sales presentations.
- Proficient in MS Office and G Suite; basic computer skills.
- Experience with CRM/CareConnect; Salesforce a plus.
- Excellent written and verbal communication; rapport building.
🎁 Benefits
- Remote and hybrid work options.
- In-office days in Farmington Hills Tue & Thu.
- Regular Monday–Friday business hours with defined shifts.
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