Case Manager

Familytreecares; San Antonio (TX); Hybrid; USD 52,000 - 68,000; Full time

Job summary

Family Tree Private Care in Texas is seeking a Case Manager to build relationships with clients, assess needs, and coordinate in-home caregiving and related services.

The role emphasizes onboarding, pricing transparency, and ongoing client support, with a focus on delivering exceptional care and driving quality health outcomes.

Qualifications

• Minimum 2-3 years of experience in customer service.
• Minimum 1 year of experience managing or coordinating services for patients or clients is preferred.
• Strong candidates have experience in the home care industry or related industry (i.e., home health, hospice, hospital).
• Strong candidates have experience working in a sales-driven environment.

Responsibilities

• In-Home Visits (Assessments/Follow-Up)
• Perform initial in-home assessments to determine care needs and develop plans of care for families.
• Establish a strong first impression when visiting new clients to ensure high conversion from prospect to client.
• Maximize sales potential by building rapport with families and understanding their needs to tailor service arrangements.
• Ensure onboarding of new clients and completion of required paperwork.
• Establish transparency with pricing and cost of services prior to start.
• Ongoing client support including issue management.
• Serve as primary contact for all client communications (billing and scheduling).
• Act as account executive for assigned clientele, maximizing care quality and profitability.
• Update ClearCare with documentation of client communications and records.
• Collaborate with care coordination to match caregivers to client needs.
• Provide on-site training and education to caregivers, ensuring proper introduction to clients.
• Ensure caregivers understand the plan of care and signs/symptoms of diagnoses.
• Track KPIs (readmission rates, outcome trends, hospitalizations).

Skills

Customer service

Relationship building

Communication

Time management

Problem solving

Attention to detail

Team oriented

Empathy

Tools

Microsoft Office 365

Job description

Description

Family Tree Private Care is a leading and trusted provider of concierge-level advisory services to older adults, those living with disabilities, and their families. Family Tree Private Care is an ideal fit if you are looking for a fulfilling opportunity, passionate teammates, and a growing company to help support your career.

The Company is based in Texas and is an award-winning healthcare services company that is ranked on the INC 5000 list of America's Fastest Growing Companies. The parent company has grown organically and through acquisition to become one of the region's fastest-growing healthcare services operators.

Despite our growth, we remain most proud of two things: Our premier reputation in the communities we serve and our culture of developing and promoting future leaders from within the company.

JOB SUMMARY

The Case Manager will be responsible for managing relationships with clients, serving as a trusted advisor to the families we serve and maximizing customer loyalty. To be successful in this role, one must have an eagerness for delivering exceptional care to clients and be willing to go above and beyond to ensure utmost client satisfaction.

To be a Case Manager, one should have a passion for taking care of older adults and persons with disabilities and have an interest in driving quality health outcomes through ensuring quality caregiving services. Top candidates have worked in a clinical setting or have strong customer service experience and are skilled at leading conversations and building relationships.

ROLE AND RESPONSIBILITIES

• In-Home Visits (Assessments/Follow-Up)
• Perform initial in-home assessments in clients’ homes to determine care needs and develop appropriate plans of care for families in need.
• Establish a strong first impression when visiting new clients to ensure high rate of conversion from prospect to client.
• Maximize sales potential by building a strong rapport with families, developing a thorough understanding of customer needs/requirements, and providing recommendations on the best arrangement of services (caregiving, nursing, and/or care management).
• Ensure successful onboarding of new clients (e.g. new client paperwork)
• Establish transparency with pricing and cost of services prior to start.
• Ongoing Client Support (Issue Management)
• Serve as primary point of contact for all client communication (including billing-related and scheduling-related inquiries).
• Serve as “account executive” for assigned clientele, maximizing the quality of care provided and profitability of services provided.
• Ensure that ClearCare system is updated with documentation of all client communication (including all in-home follow-up visits and phone calls) and client records (e.g. plan of care, orders, etc.).
• Collaborate with care coordination team to ensure that caregivers placed in clients’ homes are the best fit for meeting the needs and requirements of families served.
• Positive Health Outcomes
• Provide on-site training and education to caregivers as needed and ensure that caregivers are always introduced to clients on or before their first day in a clients’ home.
• Ensure that caregivers are educated on the plan of care and all relative signs and symptoms of a client’s diagnosis.
• Track various quality KPIs (30, 90, 180-day readmission rate for clients, diagnosis-related recovery trends, hospitalizations, discharges, etc.)

Requirements

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• Minimum 2-3 years of experience in customer service.
• Minimum 1 year of experience managing or coordinating services for patients or clients is preferred.
• Strong candidates have experience in the home care industry or related industry (i.e., home health, hospice, hospital).
• Strong candidates have experience working in a sales-driven environment.

REQUIRED SKILLS

• Fluent in Microsoft Office 365.
• Able to organize and maintain electronic client records.
• Strong interpersonal skills.
• Able to build strong relationships with clients.
• Skilled at leading conversations.
• Organized and detail oriented.
• Problem-solving and decision-making skills.
• Excellent written and oral communication skills.
• Able to manage time well and work efficiently.
• Strong attention to detail.
• Works independently.
• Flexible, humble, and team oriented.
• Compassionate and empathetic.
• Grit, passion, and perseverance.

PHYSICAL REQUIREMENTS

• Must be able and willing to drive to various parts of greater Houston to visit clients in homes.
• Prolonged periods of sitting at a desk and working on a computer.