Healthcare Associate

Position Summary:

Healthcare Associate is an entry level position assisting in processing new business, including in person contact with customers to finalize sales and service transactions, and identify opportunities for cross-selling. Associates are aligned to sales team and support profitable growth through new business sales and customer retention. Responsible for selling all of products and services in the assigned sales territory and meeting both revenue and profitability goals. The associate works with Sales Leadership to develop and execute specific strategies to achieve these sales, customer satisfaction and profitability goals.

Essential Functions and Job Responsibilities:

• Conduct daily outside sales visits to establish new business relationships and maintain existing ones with referral sources in the medical community.
• Meet in person with customers to identify needs, build relationships, and drive business growth.
• Travel to assigned territories to generate leads, provide accurate information on services, negotiate contracts, and deliver exceptional customer service.
• Collaborate with Sales Leadership to create and execute territory call plans to qualify new accounts, retain existing ones, and achieve strategic goals.
• Use reports and data analysis to identify referral targets, validate leads, and update account details.
• Educate patients and referral sources on the proper use of products and services.
• Resolve customer concerns promptly to maintain high levels of satisfaction.
• Partner with intake, customer service, and other internal teams to process orders and promote sales growth.
• Explain Medicare, Medicaid, and private insurance policies, pricing, and product details to referral sources.
• Log call plans, activities, and outcomes in the Customer Relationship Management (CRM) system.
• Maintain accurate records of prospective and active accounts to ensure billing and reimbursement processes are accurate.
• Increase referral volume by promoting and cross-selling business lines through consistent engagement with assigned accounts.
• Focus on driving the most profitable business lines while understanding reimbursement guidelines for Medicare, Medicaid, and private insurance.
• Serve as a resource to external customers, ensuring optimal patient and referral source outcomes by coordinating with operational teams.
• Evaluate the needs of referral sources, medical teams, and reimbursement requirements to make fact-based decisions.
• Assist with obtaining physician orders, signatures, and original prescriptions as needed.
• Collaborate with leadership and the sales team to capture feedback from referral sources and identify emerging trends.
• Conduct sales and service rounds at facilities, promoting order processing, set-up, and patient equipment education.
• Identify opportunities to enhance revenue, reduce costs, and improve patient/referral source satisfaction.
• Follow all protocols for using Personal Protective Equipment (PPE), infection control, and hazardous materials handling.
• Share expertise with peers and actively participate in team meetings to contribute to collective success.
• Completes assigned compliance training and other educational programs as required.
• Maintains compliant with AdaptHealth’s Compliance Program.
• Perform other related duties as assigned.

Competency, Skills, and Abilities:

• Knowledge of DME, Diabetes, Incontinence services, products, and industry
• Strong interpersonal and communication skills.
• Self-motivated with a passion for sales and customer service.
• Ability to learn quickly and adapt to a fast-paced environment.
• Ability to prioritize and manage multiple projects.
• Mental alertness and the ability to properly treat confidential information.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM tools is a plus.