Job Description

Unicity Care Management is seeking a dynamic Clinical Liaison to grow our care management services and support older adults and their families navigating complex health and aging decisions. In this role, you will use your clinical expertise and communication skills to connect clients, families, and professionals with Unicity’s comprehensive care management solutions—assessment, care planning, advocacy, and ongoing coordination.

This position is ideal for an RN, LPN, social worker, or experienced care management professional who enjoys being in the community, educating referral partners, and serving as a trusted advisor to families.

Key Responsibilities:

• Build, grow, and maintain relationships with referral sources, including hospitals, rehabs, SNFs, assisted living and memory care, physician practices, elder law and trust attorneys, financial advisors, and community agencies.
• Educate professionals and families on Unicity’s care management services, including comprehensive assessments, care planning, care coordination, advocacy, crisis intervention, and ongoing support.
• Respond promptly to referrals and inquiries, gather clinical and psychosocial information, and determine whether care management is an appropriate solution.
• Conduct or coordinate pre‑engagement consultations (phone, virtual, or in person) to explain the process, scope of services, and pricing, and to set expectations for care management.
• Collaborate closely with Care Managers, ensuring smooth handoffs for comprehensive assessments, care plan development, and follow‑up.
• Track all outreach, contacts, and referral activity using CRM/EMR tools; maintain an accurate pipeline and regularly review conversion and account activity.
• Represent Unicity at professional meetings, discharge planning rounds, community education programs, senior fairs, and networking events to increase visibility of care management services.
• Provide ongoing service follow‑up with key referral partners and families to monitor satisfaction and identify additional needs for care management support (e.g., new crises, transitions, or placement decisions).
• Meet or exceed defined metrics for referral volume, consultations, new care management engagements, and account activity.

Requirements

• Active RN, LPN/LVN, social work license, or other relevant clinical/behavioral health background strongly preferred.
• Prior experience in a Clinical Liaison, Care Management Liaison, Community Relations, or similar outreach/business development role is highly desirable.
• Strong understanding of aging, dementia, chronic illness, family dynamics, and community resources for seniors and caregivers.
• Ability to interpret medical records and discharge plans and translate them into care management strategies and recommendations.
• Excellent communication and presentation skills with both professionals and laypersons; comfortable having complex conversations about care, safety, and next steps.
• Organized, self‑directed, and motivated by clear outreach and growth goals in a mission‑driven setting.
• Proficiency with CRM/EMR and standard office software; comfortable using virtual meeting and telehealth‑style tools.
• Valid driver’s license, reliable transportation, and ability to travel routinely within the assigned territory.

Benefits

• Company-sponsored Health Insurance (Medical/Dental/Vision)
• Voluntary life insurance, Short/ Long Term Disability, AD&D insurance
• 401K with company match
• 20+ PTO days a year/ paid company holidays
• Commission incentives
• Monthly Car allowance
• Company cell phone & Microsoft Surface
• Hybrid position with flexible schedule

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