Client Care Advisor
Home Instead · Port St Lucie, FL · 2 wk ago
ConsultingFull-time
About the role
Home Instead is looking for a caring and compassionate Client Care Advisor to join our admin team and our mission to enrich the lives of our clients, their families, our staff, and the senior community we serve. Home Instead provides non-medical assistance with the activities of daily living that allow our clients to remain independent in their home.
Responsibilities
- Meet with potential clients and family members to discuss their needs and provide solutions in the form of a service plan.
- Conduct Service Inquiries and Care Consultations as needed following the consultative sales process.
- Maintain ongoing communication and a consistent follow-up schedule with potential clients and families who have yet to commit to service.
- Work with other team members to coordinate various aspects of a client’s care.
- Conduct client/Care Pro introductions with every new client and with every new Care Pro.
- Create and maintain client and responsible party records documenting all quality assurance meetings.
- Plan and execute a schedule that ensures each client has at minimum one quality assurance visit per month/quarter.
- Recognize and pursue opportunities to modify service plans to best support the ongoing needs of clients through a quality assurance program.
- Demonstrate open and effective communication with clients, family members, the franchise owner, colleagues, Care Pros, and referral providers/care providers.
- Work with clients and their families on the various issues that may arise to ensure they are getting resolution to issues as well as receiving the services needed.
- Adhere to all company policies, procedures, and business ethics codes and ensures that they are communicated and implemented within the team.
- Participate as needed in all Care Pro meetings.
- Maintain regular attendance to execute job responsibilities.
- Conduct Family Education sessions as needed.
- Perform any and all other functions deemed necessary.
Requirements
- Professional appearance and demeanor.
- Personable and outgoing personality.
- Ability to work well within a team environment.
- Outside Sales Experience in Health Care Industry a plus.
- Experience with SalesForce is a plus.
- Pass a Level II Background Screen.
- 1+ years related business or sales experience (consultative sales).
- Must be able to work in the field and be insurable.
- Must possess a valid driver's license, auto insurance, and reliable transportation.
Benefits
- Paid Holidays and Paid time off after 90 days of employment.
- Performance Bonuses.
- Health Insurance Available.
- Dental & Vision Available.
- Use of Company Phone & Laptop.
- Mileage reimbursement.
This position is subject to Florida Level 2 background screening requirements through the Florida Care Provider Background Screening Clearinghouse.