Client Services & Intake Coordinator
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Job Location:
Boca Raton, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
Job Summary
Client Services & Intake Coordinator sought to support our private duty Private pay client and those with long-term care insurance (LTCI) home care operations in Region 9 Florida. (North: Jupiter and South: Boca Raton along the coast) This role serves as the primary point of contact for our clients and their families and is responsible for managing the full intake and onboarding process from start to finish with attention to detail and customer service.
This position is ideal for someone who is organized proactive and a true team playersomeone who understands the pace of home care and is willing to jump in where needed to ensure our clients are supported and care runs smoothly.
Key Responsibilities
Client Intake & Onboarding (Private Pay & LTC)
Receive new referrals from Marketing and complete full client intakes from top to bottom
Collect and verify all required client demographics care needs service preferences and emergency contacts
Complete and organize all intake documentation assessments and service agreements for both private pay and LTCI (Long Term Care Insurance) clients
Ensure all client information is entered accurately and securely in agency systems
Client & Family Relations
Serve as the primary point of contact for clients and their families throughout the life of the case
Communicate clearly and professionally regarding services schedules expectations and next steps
Act as a liaison between clients families and the Staffing Coordinator to ensure proper caregiver matching and continuity of care
Team Collaboration & Cross-Department Support
Work closely with Staffing to ensure all client details schedules and care requirements are clearly communicated
Coordinate with Billing to ensure all required client and LTCI information is complete and ready for billing purposes
Partner with Marketing to ensure a smooth handoff from initial inquiry through completed intake participate in marketing activities when requested
Jump in to support other departments as needed including client communication coverage coordination and operational follow-ups
Quality Assurance & Follow-Ups
Conduct and document on-time 48-hour Quality Assurance (QA) check-ins for all new clients
Conduct and document on-time 90-day QA reviews to confirm satisfaction coverage and overall service quality
Identify concerns early and escalate appropriately to leadership to ensure timely resolution
In-Home Assessments & Field Support
Conduct in-home assessments or client visits as needed to support intake completion service transitions or QA
Observe client needs home environment and safety considerations to support accurate care planning
Communicate findings clearly with Staffing Billing and Operations
Compliance & Documentation
Maintain complete accurate and up-to-date client records in accordance with Florida regulations and agency policies
Ensure confidentiality and proper handling of all client information
Qualifications
Minimum 23 years of experience in home care or home health (LTCI experience preferred)
Strong understanding of private pay and LTC
Ability to work collaboratively across departments and adapt to changing priorities
Willingness to travel locally within Region 9 (North: Jupiter and South: Boca Raton along the coast) for in-home visits as needed
Strong communication organization and follow-through skills
Comfortable in a fast-paced hands-on team-oriented environment
Preferred Skills
Experience with client intake care coordination and quality follow-ups
Familiarity with Florida home care requirements
Experience using home care management systems (WellSky or similar preferred)
Strong problem-solving skills and a team first mindset
Good documentation skills with concise professional coherent communications
Adept at using technology including computers typing phones etc.
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
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