Client Services Coordinator

About the role

The Client Services Coordinator works in-office alongside the Client Services Manager to support our existing client base by conducting 90-day review calls, maintaining client records, and following up on digital leads. This role grows with you as you build knowledge of our clients and demonstrate competency, taking on increasing ownership of client service responsibilities.

Job Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Short team & Long-term Disability
• Paid Time Off
• Life Insurance
• Pay On Demand Bonus structure
• Variated Discount Programs

Job Duties

• Conduct 90-day follow-up calls with all active clients to assess satisfaction.
• Complete assessments and re-assessments using LIFE Profile.
• Update and maintain Client Retention Dashboard weekly.
• Monitor and respond to all digital and online lead inquiries within 24-hours.
• Continued follow-up following defined cadence.
• Qualify leads and pass warm, assessment-ready prospects to the Client Services Manager.
• Maintain VA authorization tracker for all active VA clients and update authorizations promptly upon receipt.
• Maintain accurate and current records; update care plans as needed.
• Ensure active client roster is accurate at all times; process discharges as directed by Client Services Manager.
• Address client and family concerns, escalate unresolved issues to the Client Services Manager promptly.
• Career development opportunities as you grow in the role.

Qualifications

• 3+ years’ experience in customer service, client services and management, healthcare, or a related field strongly preferred.
• In-home health care, senior services, or medical background a strong plus.
• Excellent verbal communication and follow-up skills and the ability to quickly build rapport with prospects, clients, and client families.
• Excellent organizational skills and attention to detail; ability to manage multiple client records and priorities.
• Proficiency in Microsoft Word, Excel, Internet, and Outlook.
• Reliable transportation.