Client Services Coordinator

Senior Helpers - Polk County•Lakeland, FL

3d•Onsite

About The Position

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.

Requirements

3+ years’ experience in customer service, client services and management, healthcare, or a related field strongly preferred.
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.

Nice To Haves

In-home health care, senior services, or medical background a strong plus.

Responsibilities

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.