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 ispreferred but not required. We value a variety of backgrounds and are open to candidates with relevant life or work experience.
• Prior experience inclient services healthcare senior care social work or care coordination is strongly preferred.
• Sales Experienceis 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 drivers 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.

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