Client Care Advisor
Home Instead · Port St Lucie, FL · Today
ConsultingFull-time
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.
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.