Client Relations Advocate

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The Care Relations Advocate serves as a strategic partner responsible for expanding awareness, deepening community relationships, and supporting territory growth for home health and hospice services. Through proactive outreach, education, and meaningful engagement with referral partners, this role strengthens pathways into care and ensures patients and families are connected quickly and compassionately to the appropriate clinical teams. The Advocate collaborates closely with intake and clinical leadership to support timely, compliant admissions and drive measurable impact across the service area.

MINIMUM QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Associate degree in Healthcare, Business, Public Health, Marketing, Social Services or healthcare related field.

EXPERIENCE:

2. Three (3) years healthcare outreach, care coordination, community relations or marketing experience.

3. Experience educating clinical or community groups.

PREFERRED QUALIFICATIONS:

EDUCATION, CERTIFICATION, AND/OR LICENSURE:

1. Bachelor’s Degree (Healthcare, Business, Public Health, Marketing, Social Services, etc.)

EXPERIENCE:

1. Five (5+) years of experience in hospice or home health.

CORE DUTIES AND RESPONSIBILITIES: The statements described here are intended to describe the general nature of work being performed by people assigned to this position.  They are not intended to be constructed as an all-inclusive list of all responsibilities and duties.  Other duties may be assigned.

1. Strengthen and grow referral volume and admissions across the assigned territory by building purposeful, strategic relationships with hospitals, SNFs, primary care practices, specialty groups, palliative care teams, and community organizations.

2. Serve as a trusted partner to physicians, nurses, social workers, discharge planners, and care coordinators by providing clear education on hospice and home health services, eligibility basics, benefits, and referral pathways.

3. Meet with patients and families in person or virtually explain services, answer questions, support decision-making, and connect them to the clinical intake team for timely screening.

4. Respond proactively to inquiries from referral partners, providers, patients, and families. Coordinate closely with the intake team and clinical leadership to ensure accurate and timely communication.

5. Document and track all outreach activity, patient interactions, partner communications, and referral outcomes using CRM or EMR systems. Monitor trends and maintain accurate, detailed records.

6. Plan and deliver educational programs such as in-services, lunch-and-learns, and presentations for clinical and community audiences.

7. Regularly review performance metrics with leadership and use data to identify opportunities, refine outreach strategies, and support focused territory growth plans.
8. Promote compliant, high-quality admissions by ensuring appropriate information sharing and escalating clinical or regulatory concerns to licensed clinicians when needed.

9. Participate actively in team meetings, continuing education, QAPI activities, community events, and agency initiatives to stay aligned with organizational priorities.

10. Represent the organization with professionalism, compassion, integrity, and a strong commitment to exceptional service while driving growth and strengthening our presence across the region.

11. Uses data analytics, referral trends, and competitive insights to inform decision-making, adjust territory plans, and support strategic business development goals for the service line.

12. Collaborates with leadership to develop and execute territory growth strategies aligned with organizational priorities, quality goals, and market needs.

13. Manages the strategic development of the assigned territory, including ownership of outreach planning, partner engagement strategies, and business development activities.

14. Serves as a key resource to leaders and interdisciplinary teams by providing insight into referral patterns, partner needs, barriers, and market dynamics.

15. Exercises