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Client Services Coordinator
4 weeks ago
**Overview**:
The Client Services Coordinator assists in developing client services as well as caregivers for the Senior Helpers office. This includes meeting goals for retention of clients and managing the growth of hours from current clients.
**_ Key Responsibilities:_**:
- Has a regular communication process for new clients that includes caregiver introductions, first day of service calls, and a visit within the first 30 days of service.
- Ensures that clients and their families are satisfied with the Senior Helpers services, works to find solutions with the appropriate employees and/or family members.
- Visits all clients on a bi-monthly basis to assess the quality of services as well as the client and family satisfaction and happiness level.
- Spends approximately 2-3 days out of the office re-assessing clients and managing client visits in the hospital, rehabs, facilities, etc.
- Edits the client care plans as needed.
- Coordinates client activities such as field trips, and in-home activities.
- Communicates with scheduler if caregivers need to be changed.
- Conduct bi-monthly site checks of each caregiver to ensure care plans are being implemented correctly, policies and procedures are adhered to, and all job duties are performed in a manner that is satisfactory and meets the Senior Helpers brand expectations.
- Generates up to 20% internal growth each month.
- Completes assessments and works toward revenue goals (in the absence of a Business Development Manager who completes assessments).
- Manages the client contact board.
- Updates the client retention dashboard on a weekly basis and creates a plan for replacing lost hours and proactive care management weekly.
- Distribution and management of the client newsletter.
- Represents Senior Helpers at networking events and contributes to the marketing face of the company.
- Other duties as assigned
**_Qualifications:_**:
- Previous industry experience required
- Must have exceptional organizational skills, attention to detail, and the ability to prioritize in a changing environment
- Must have excellent verbal communication skills and follow-up skills with prospects, clients, and client families
- Ability to quickly build rapport with people of all cultures
- Creative, innovative, and problem-solving abilities necessary
- Proactive problem prevention and issue resolution leadership ability
- Minimum of one-year experience managing clients
- Ability to visit client homes in the assigned territory
- Bachelor's degree and three years of related work experience strongly preferred
- Proficiency in Microsoft Word, Excel, internet, and Outlook required
- Ability to learn other software programs quickly
- Ability to work independently and as part of a team
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