Client Care Advisor

Home Instead; Port Saint Lucie (FL); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

Health Insurance Available

Mileage reimbursement

Use of Company Phone & Laptop

Paid holidays and PTO after 90 days

Performance Bonuses

Job summary

Home Instead is seeking a Client Care Advisor to join the admin team and enrich the lives of clients, families, and staff. The role focuses on non-medical in-home assistance, care consultations, and creating tailored service plans.

You will ensure quality, client satisfaction and retention through ongoing communications and visits. Essential duties include meetings with potential clients, care professional introductions, and coordinating various aspects of client care.

Qualifications

• 1+ years of related business or sales experience (consultative sales).
• Ability to work in the field and be insurable.
• Must possess a valid driver's license, auto insurance, and reliable transportation.

Responsibilities

• Meet with potential clients and families to discuss needs and create a service plan.
• Conduct service inquiries and care consultations following the consultative sales process.
• Maintain regular communication and follow-up with potential clients until committing to service.

Skills

Sales experience

Customer service

Communication skills

Teamwork

SalesForce experience

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 compassionate Client 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

The Client Care Advisor is expected to perform a variety of duties that relate to client care including care consultations with potential clients and family members, client/Care Professional introductions and quality assurance visits with existing clients. They use the consultative sales approach to determine each individual client’s needs to provide solutions and create a tailored service plan. They continuously evaluate the plan through a series of ongoing communications and visits to ensure high quality care, client satisfaction and retention as well as opportunities to increase service hours.

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.

This position is subject to Florida Level 2 background screening requirements through the Florida Care Provider Background Screening Clearinghouse. For more information, visit https://info.flclearinghouse.com.