Do you find fulfillment in building relationships, supporting families through difficult decisions, and making sure people feel genuinely cared for? If you are organized, compassionate, and detail-oriented — and you want a role where your daily work directly improves the lives of seniors and their families — our Client Services Coordinator position may be exactly what you are looking for.
The Client Services Coordinator works in-office alongside our Client Services Manager to support our existing client base — conducting 90-day review calls, maintaining client records, and following up on digital leads. This role grows with you: as you build knowledge of our clients and demonstrate competency, you will take on increasing ownership of client service responsibilities.
Job Benefits:
- Health Insurance
- Dental Insurance
- Vision Insurance
- Short team & Long-term Disability
- Paid Time Off
- Life Insurance
- Pay On Demand
- Bonus structure
- Varied Discount Programs
Job Duties:
- Conduct 90-day follow-up calls with all active clients to assess satisfaction.
- Complete assessments and re-assessments using LIFE Profile.
- Update and maintain Client Retention Dashboard weekly.
- Monitor and respond to all digital and online lead inquiries within 24-hours. Continued follow-up following defined cadence.
- Qualify leads and pass warm, assessment-ready prospects to the Client Services Manager.
- Maintain VA authorization tracker for all active VA clients and update authorizations promptly upon receipt.
- Maintain accurate and current records; update care plans as needed.
- Ensure active client roster is accurate at all times; process discharges as directed by Client Services Manager.
- Address client and family concerns, escalate unresolved issues to the Client Services Manager promptly.
- Coordinate with the Scheduling Coordinator(s) and Care Team Manager on schedule changes, caregiver adjustments, and new client starts.
- Support the Client Services Manager with administrative tasks, documentation, and reporting as assigned.
Job Qualifications:
- 3+ years’ experience in customer service, client services and management, healthcare, or a related field strongly preferred.
- In-home health care, senior services, or medical background a strong plus.
- Excellent verbal communication and follow-up skills and the ability to quickly build rapport with prospects, clients, and client families.
- Excellent organizational skills and attention to detail; ability to manage multiple client records and priorities.
- Proficiency in Microsoft Word, Excel, Internet, and Outlook
- Reliable transportation.
Why Work for Senior Helpers of Polk County?
- Great Place to Work® Certified
- Autonomy—We encourage our team members’ independence and believe in our team to complete their job duties without micromanaging.
- Task Variety—We provide an engaging workday that uses your various skill sets to avoid monotony.
- Meaningful Work - Every call you make, every record you maintain, and every authorization you track directly impacts a senior's quality of life.
About Senior Helpers of Polk County:
We are an independently owned and operated franchisee of SH Franchising, LLC dba Senior Helpers®. Senior Helpers® has been the nation's premier franchisor of in-home senior care franchisees since 2005, with locations across the country. Our services range from specialized care for those with chronic diseases to companion services for seniors looking for assistance with daily activities. Our mission is to provide compassionate care and improve the quality of life for our clients, their families, and our employees.
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.