Satellite Office Coordinator - Full-time

Satellite Office Coordinator
Company Overview

Home Instead Senior Care® is the world's trusted source of non-medical companionship and home care services for seniors. Our services include companionship, meal preparation, light housekeeping, medication reminders, laundry, errands, escorting to appointments and personal care. No certifications required, training will be provided.


Objectives:

• Meet with prospective clients at our satellite office location in order to discover their needs, sign them up for service and establish a billing relationship.
• Ensure satisfaction, safety and quality care through regular phone contact with clients and representatives as well as live visits to client apartments.
• Serve as the client's coordinator by assisting with questions, quality assurance visits and exemplary customer service.

Primary Responsibilities:

• Reflect the values of HD Industries, LLC d.b.a. Home Instead Senior Care®.
• Be a point of contact in the office for clients and family members to facilitate problem resolution for client care issues.
• Conduct client/CAREGiver introductions
• Keep sufficient documentation of all relevant phone and in-person contacts with clients, client representatives, CAREGivers and others.
• Ensure proper maintenance of Client Journals. Collect service records for office file and keep journal stocked with blank forms.
• Maintain all active prospects and client records in ClearCare. Update and inactivate prospect and client files as needed.
• Take phone inquiries from prospective clients, set-up service calls, record client inquiries in ClearCare to enable reporting conversion, closing and referral sources.
• Know about long-term care insurance and how it works to be in a position to advise clients on this topic during care consultations.
• Responsible for maintaining client files scanning into the main shared folder and ensuring the hard copies are in the client file.
• 90-Day audit of client files when home visit is conducted.
• Gain mastery of the following technical systems/processes/resources: Outlook Calendars, Outlook Mail, ClearCare, The Hub, One Drive File Sharing, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Konica Printer, Panasonic Phone System, EFax, and more.

Secondary Responsibilities:

• Conduct Care Consultations with prospective clients.
• Requires intimate knowledge of all care consultation paperwork: Client Disclosure Statement, Client Assessment, Service Plan, Service Agreement, Medication Services Agreement and Direct Payment Authorization.
• Assist with on-call duties as needed
• Other duties as assigned

Qualifications:

• Previous experience desired - Experience in Assisted Living, Memory Care and/or Independent Living Communities desired, but not required.
• Must be outgoing, flexible, have exceptional organizational skills, attention to detail, and the ability to prioritize in a changing environment
• Must have the ability to work at satellite office location Monday thru Friday for 4 hrs. daily
• Ability to quickly build rapport with people of all cultures
• Minimum of one-year experience managing clients preferred

Each Home Instead franchise is independently owned and operated.