- Build and maintain a high-value referral network across your assigned territory, including SNFs, hospitals, and elder law attorneys.
- Position the firm as the preferred Medicaid planning resource for healthcare referral partners.
- Attend state healthcare association events and senior care conferences to build visibility.
- Establish communication workflows with Social Workers and Discharge Planners.
- Conduct discovery calls with families to understand their Medicaid situation and financial picture.
- Guide families through the enrollment decision by addressing cost and eligibility concerns.
- Manage a pipeline of active prospects and follow up consistently.
- Onboard new clients and set expectations for the application process.
- Maintain touchpoints with referral partners to ensure ongoing referral flow.
Relationship management