355 Client Relations jobs in San Fernando

**Responsibilities**
JOB SUMMARY / PURPOSE
The Client Relations Executive (CRE) makes essential contributions to the achievement of the organization's
objectives as a field-based business development representative, consistently meeting the volume
expectations for referrals and admissions. The CRE is the voice of the customer. The position maintains and
grows current market share and grows new sources of business sufficient to support the branch's business
plan. This position will work with the Director, Business Development; Regional Vice President, Market
Development; or Vice President, Sales and branch Director, Operations to develop and execute specific strategies
and 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 of
assigned CRE(s) and/or Care Transition Nurse(s). The CRE II is also the voice of the customer and observes and
reports trends, changes, and new opportunities to assist CHI Health at Home with planning and executing
business growth strategies.
Depending on which business unit is assigned, Home Health and Hospice CRE(s) primary customers are skilled
nursing facilities, assisted living communities, Community Based Residential Facilities, physicians, professional
associations and organizations within the established market.
ESSENTIAL KEY JOB RESPONSIBILITIES
1. Supports CHI Health at Home's mission to exceed the expectations of our customers, associates, and
shareholders 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 our
parent health system. Supports CHI and CHI Health at Home's values, strategic goals and high
standards of customer service. Consistently lives People First Behaviors. Follows the policies and
procedures of the organization.
2. Adheres to the Corporate Compliance Program, including confidentiality of HIPAA health protected
health information.
3. Must meet or exceed established monthly admission target(s) as provided by their supervisor and
determined by the branch monthly budget.
4. Identifies and qualifies health care relationships within regional territory with a focus on skilled nursing
facilities, assisted living communities, Community Based Residential Facilities, physicians and other
health care providers and hospital systems.
5. Develops and maintains relationships with key customer sources through regular contact and follow-up
procedures.
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 includes
strategies for exceeding established budgets and goals.
8. Develops and maintains accurate data on customer relationships within RSL on each key referral
source 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 facility
discharge 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 home
care clients, and provides information and recommendations to CHI Health at Home staff. c.
Develops professional working relationships with health care providers and facilities, generating an
open flow of information and support of home care goals; provides value added counsel, teaching
and resourceful problem solving.
d. Available to all discharge planners, physicians, other personnel and clients to 1) analyze
eligibility for home care or hospice and provide general guidance in determining if a patient
would benefit from home care or hospice services and/or 2) explain Medicare and Medicaid
guidelines, insurance plan benefits, financing options, CHI Health at Home policies, etc.
**Qualifications**
**Minimum Qualifications**
**Required Education**
Health care professional credential, Bachelor's degree or
comparable business experience required
**Required Minimum Experience**
CRE I
Minimum of one year of related sales experience, preferably
in a health care/medical field or patient transportation
**Required Minimum Knowledge, Skills, and Abilities**
Excellent sales, customer service and persuasive abilities; ability to
build trusting relationships and gain commitment for referrals.
Excellent communication skills, both verbal and written. Strong
knowledge of computer-based applications, including Microsoft
Office applications (Excel, Word & PowerPoint) and territory
management systems.
Excellent time management, organizational, administrative and
presentation skills, as well as the ability to work independently and
interdependently, to interact with all levels of staff and
management, set priorities, manage multiple demands effectively
and use good judgment.
Excellent interpersonal skills with diverse customers and staff. Must
be highly articulate and capable of communicating effectively with
groups and individuals verbally and in writing, with strong
presentation skills and ability to interact with all levels of staff and
management using superior interpersonal and influencing skills.
Communicates with optimism about the future.
Ability to travel, valid driver's license, auto liability insurance
coverage according to company policy.
CRE II
Basic knowledge of the healthcare industry, Medicare, managed
care, insurance reimbursement and accounting practices.
Knowledge of contracting.
Demonstrated ability to effectively lead, train, develop, evaluate
and manage staff performance.
Possesses a strong belief in an organizational culture that
encourages valuing, recognizing and empowering associates and
best service excellence practices demonstrated through personal
behavior and work ethic required.
**Preferred Edudcation and/or Experience**
CRE I
Minimum of one year of related sales experience, preferably
in a health care/medical field or patient transportation.
**Overview**
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 California ( Range**
$36.00 - $47.49 /hour
We are an equal opportunity/affirmative action employer.

Maxim Healthcare is hiring for a Client Relations Specialist to work with clients, patients and active caregivers to monitor program participants' ability to manage their care, and provide customer service.
Why Join Maxim:
+ Competitive pay & weekly paychecks
+ Health, dental, vision, and life insurance
+ 401(k) savings plan with company matching
+ Employee discount program; partnered with hundreds of vendors nationwide
+ Awards and recognition program
+ Opportunity for career advancement
+ Comprehensive training and mentorship program
Essential Duties and Responsibilities:
+ Maintains the confidentiality of program participants
+ Completes the consumer admissions/intakes as directed by the management team
+ Ensures client's hours/services are authorized by the Payor Source and communicated to the client and client directed worker/Direct Service Worker
+ Manages referrals by maintaining communication with clients and Case Managers throughout the process
+ Provides timely updates to Case Managers as directed by the Account Manager or Office Operations Leader
+ Assists the office operations team with time reporting issues and concerns
+ Performs all procedures in an accurate and timely manner as directed by the management team
+ Notifies the Operations Leader and Payor Source of any concerns relating to each client including allegations of fraud, misuse of services and/or other relevant issues
EOR Program Specific Duties & Responsibilities:
+ Completes quarterly customer service calls
+ Attends client service planning meetings as instructed by the Account Manager or Operations Leader
+ Maintains the consumer record
+ Assists the Field Support Team with contacting employees regarding annual worker requirements
+ Assists the Field Support team with onboarding their preferred respite providers by making connect calls, and tracking candidates in the funnel
Minimum Requirements:
+ High School degree or equivalent required, some completed college coursework, preferred
+ Must meet all federal, state, and local requirements
+ Must be energetic, self-motivated, have excellent time management skills, compassionate and able to adapt in a continuously changing environment
+ Must be organized, detail oriented, and have exceptional planning and problem-solving skills
+ Excellent communication skills
+ Computer proficiency, including Microsoft Office Suite (Word, Excel, Teams)
+ Proficiency in the Spanish language is preferred
+ Proficiency in the English language is required
Wage/Salary Information:
$21-$3 per hour, Plus 2,000 annual bonus potential.
Maxim Benefits:
Health and Wellness Medical/Prescription, Dental, Vision, Health Advocacy (company paid if enrolled Medical) and Health Advocate Employee Assistance Program
Retirement and Financial Security: Employee Assistance Program, Health Savings Account, 401(k) + Company Match, Profit Sharing, Short and Long Term Disability, Primary Caregiver Leave, Parental Leave, Life and Basic Accidental Death & Dismemberment Insurance, Voluntary Group Life Insurance and Supplemental Accidental Insurance, Hospital Expense Protection Plan, Critical Illness Insurance, Dependent Care Flexible Spending Account, Home and Auto Insurance discounts, Pet Insurance and Legal benefits
Lifestyle Benefits: Paid Time Off and Company Paid Holidays, Transportation Benefits, Educational Assistance Program, College Partnership Program and Employee Discount Program
*Benefit eligibility is dependent on employment status.
About Maxim Healthcare
Maxim Healthcare has been making a difference in the lives of our patients, caregivers, employees and communities for more than 30 years. We offer private duty nursing, skilled nursing, physical rehabilitation, companion care, respite care and behavioral care for individuals with chronic and acute illnesses and disabilities. Our commitment to quality customer service, compassionate patient care, and filling critical healthcare needs makes us a trusted partner wherever care is needed.
Maxim Healthcare, Inc. ("Maxim") is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to sex, gender identity, sexual orientation, race, color, religion, national origin, disability, protected Veteran status, age, or any other characteristic protected by law.

Mission Capital Advisors ("Mission Capital"), a subsidiary of Marcus & Millichap Capital Corporation ("MMCC"), is a leading Third-party Due Diligence provider and Loan Sale Advisor. Mission Capital is seeking Director and Vice President level candidates to join our client relationship team. The candidate will work with the senior members of the Due Diligence and Loan Sale Advisory teams.

The candidate will have broad knowledge of the bank and non-bank lending market and familiarity with all single-family mortgage debt originators and capital market participants. Product knowledge should include new originations, performing, re-performing, sub-performing and distressed asset classes. The candidate should possess relationships with debt capital markets participants, including mortgage loan originators, community, regional, money center and international banks, investment banks, specialty finance companies, and funds.

The anticipated salary is $150,000.00 - $50,000.00 plus commission.

KEY RESPONSIBILITIES:

• Build and maintain strong collaborative relationships with clients and key decision-makers at loan originators requiring third-party review diligence for securitization or buy/sell projects. Identify and engage with active participants in the capital markets loan purchase and sale environment. Proactively research and connect with loan originators, banks, special servicers, debt funds, private lenders, hedge funds, CDO/CLO managers, and other market players to source due diligence projects and loan trading support opportunities.
• Drive both new business development efforts as well as maintaining client relationships with existing clients.
• Represent the organization at industry conferences and events, scheduling and attending meetings with both existing and prospective clients. Develop and share innovative ideas and strategic insights to enhance client engagement and promote leadership in the field.
• Maintain comprehensive tracking and reporting of business development initiatives to ensure transparency and alignment with organizational goals.
• Expand market and sales opportunities by collaborating with the Mission Capital Advisors Loan Sale Advisory Team to align loan sales and due diligence opportunities and provide support in executing loan sale transactions.

KEY ATTRIBUTES:

• Possess extensive relationships with, and in-depth knowledge of, a wide range of loan origination companies.
• Investment banking and/or origination secondary marketing trading experience.
• Mortgage, real estate or structured products experience at financial services or real estate private equity firm (bank, consulting/accounting, REIT, hedge fund) or
• Prior career experience in structured products, lending, special servicing, corporate development, or real estate underwriting / investment analysis at a financial institution or
• Prior career experience in residential loan sales at an established brokerage/advisory firm (consumer loan and/or MSR sales experience a plus).
• Strong MS Excel, PowerPoint, and database skills with Salesforce experience a plus.
• Strong business writing skills.
• Attention to detail.
• Ability to work as part of a team.
• Strong drive and desire to take on responsibility.
• Likes and prioritizes work with a genuine interest in debt capital markets / real estate.

Mission Capital Advisors (MCA) is a leading national loan sale advisory, due diligence and capital markets firm providing an integrated platform of secondary market loan portfolio brokerage, valuation, transaction management and data/document curative services for the commercial and residential loan markets. Mission Capital Advisors was acquired in 2020 by Marcus & Millichap (NYSE:MMI), a commercial real estate and finance services firm with 2,000 investment sales and capital markets professionals located in more than 80 offices across the U.S. and Canada. With a market cap of nearly 1.8B and 40B to 50B of closed transactions annually, Marcus & Millichap adds deep capital markets expertise, investment sales, market intelligence, and extensive research to MCA's resources.

Marcus & Millichap provides equal employment opportunities to all employees and applicants for employment without discrimination with regard to race, religious belief (including dress or grooming practices), color, sex, sex stereotype, pregnancy, childbirth or related medical conditions (including breast feeding), age, national origin, ancestry, sexual orientation, gender identification and expression, transgender status, physical or mental disability, medical condition, genetic characteristics, genetic information, family care, marital status, enrollment in any public assistance program, status as military, a veteran or qualified disabled veteran, status as an unpaid intern or volunteer, or any other classification protected by law. We also prohibit discrimination based on the perception that anyone has any of those characteristics, or is associated with a person who has or is perceived as having any of those characteristics. In addition to federal law requirements, Marcus & Millichap complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.