Client Care Advisor

• Client Engagement & Relationship Building:
  
  
  
  • Serve as a trusted advocate for clients, ensuring they receive the highest standard of care and support.
  
  
  • Serve as the primary point of contact for clients and their families, building lasting, trust-based relationships.
  
  
  • Conduct in-depth Care Consultations and service inquiries with potential clients and families, assessing needs, creating customized care plans, and executing the consultative sales process.
  
  
  • Maintain consistent follow-up with potential clients and families who have not yet initiated services, ensuring ongoing support and engagement.
  
  
  • Maintain consistent follow-up with designated RPN accounts ensuring ongoing support and engagement.
  
  
  
  


• Care Coordination & Quality Assurance:
  
  
  
  • Oversee client service plans, ensuring that care is adapted as needs evolve.
  
  
  • Collaborate with the care team, schedulers, and Care Pros to ensure seamless service delivery
  
  
  • Conduct regular quality assurance visits and update documentation accordingly.
  
  
  • Lead client and Care Pro introductions, ensuring a smooth and positive experience for both parties
  
  
  
  


• Collaboration & Problem-Solving:
  
  
  
  • Work closely with Care Pros, healthcare professionals, and family members to create the best outcomes for clients.
  
  
  • Address client concerns with empathy, professionalism, and proactive problem-solving.
  
  
  • Identify opportunities to enhance care services and advocate for additional support when needed.
  
  
  
  


• Compliance & Documentation:
  
  
  
  • Maintain accurate and up-to-date client records, including care assessments, service plans, quality assurance documentation, and Salesforce records.
  
  
  • Adhere to all company policies, procedures, and compliance requirements.
  
  
  • All other duties as assigned
  
  
  
  

• Training or experience in Healthcare Administration, Social Work, Gerontology, or a related field is preferred but not required. We value a variety of backgrounds and are open to candidates with relevant life or work experience.


• Prior experience in client services, healthcare, senior care, social work, or care coordination is strongly preferred.


• Sales Experience is a plus.


• Experience working directly with older adults, families, and caregivers is a plus.


• Technical Skills:
  
  
  
  • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with client management software preferred.
  
  
  
  


• Other Requirements:
  
  
  
  • Availability to work evenings or weekends as needed.
  
  
  • Valid driver’s license and reliable transportation (if client visits are required).
  
  
  • Ability to maintain confidentiality and adhere to ethical business practices.
  
  
  
  

• Empathy and compassion – a genuine passion for serving older adults and their families.


• Exceptional communication skills- the ability to build trust and rapport with clients and families through clear, compassionate verbal and written communication.


• Strong problem-solving and organizational abilities – adept at managing multiple clients, priorities, and situations at once.


• Attention to detail – ensures accuracy in client records, care plans, and compliance documentation.


• Team-oriented mindset – able to collaborate effectively with Care Pros, office staff, team members.


• Must have the ability to establish good working relationships with Key Players, Care Professionals, Referral Sources, and Clients.


• Must have the ability to work independently, maintain confidentiality of information and meet deadlines


• Must have the ability to present a professional appearance and demeanor.

Questions? Give us a call at 608-663-2646