Client Care Advisor

Home Instead; Port Saint Lucie (FL); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

Health Insurance

Paid time off

Performance bonus

Dental & Vision

Company phone

Mileage reimbursement

Job summary

Home Instead in Port Saint Lucie, FL is seeking a caring Client Care Advisor to join our admin team and help enrich the lives of clients and families. This non-medical role focuses on planning, coordinating, and delivering personalized care services in clients' homes.

You will meet clients, conduct service inquiries, maintain communications, and ensure quality visits monthly. A valid driver’s license and insurable vehicle are required, with paid holidays and benefits available.

Qualifications

• 1+ years in consultative sales or related business roles.
• Strong communication and customer-service mindset.
• Ability to work well in a team and coordinate with staff.

Responsibilities

• Meet with potential clients and families to discuss needs and craft a service plan.
• Conduct service inquiries and care consultations following the consultative sales process.
• Maintain ongoing communication and follow-up with potential clients and families.
• Coordinate client care with team members and Care Pros.
• Lead client/Care Pro introductions and document quality assurance meetings.

Skills

Consultative sales

Customer-focused

Teamwork

Communication skills

Tools

Salesforce

Job description

ARE YOU LOOKING FOR A MEANINGFUL CHANGE IN YOUR PROFESSIONAL CAREER?
LOOK NO FURTHER!!
Home Instead is looking for a caring and compassionateClient Care Advisor to become a part of our admin team and join our mission to enrich the lives of our clients, their families, our staff and the senior community in which we serve. Home Instead provides non-medical assistance with the activities of daily living that allow our clients to remain independent in their home. To learn more about Home Instead Visit www.homeinstead.com/739

Primary Responsibilities Include, But Are Not Limited To

• 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

Each Home Instead franchise is independently owned & operated. G2M4, LLC.

By applying, you consent to Home Instead communicating with you via phone, email, and text message regarding your employment application.

This position is subject to Florida Level 2 background screening requirements through the Florida Care Provider Background S