Client Care Advisor

Primary 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 and 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.
• Demonstrate open and effective communication with the franchise owner, colleagues, Care Pros, clients and family members.
• Adhere to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the team.

Secondary Responsibilities

• 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

Education/Experience Requirements

• 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

The job board for the franchise office is located at 549 NW Lake Whitney Place, Suite 106, Port St. Lucie, FL 34986. Each Home Instead franchise is independently owned and operated. For more information on finding a franchise near you, visit the Careers page. For job-related questions, please call the franchise office at 772-924-3210.