Jobs · Consulting · Florida

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.

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