Create and implement an onboarding process for new clients requesting services.
Respond to all service inquiry calls and conduct follow-up communications with leads to meet client conversion targets.
Be the main contact for introductions, first days of service calls, and visits for new clients and their families within the clients’ first 30-90 days of services.
Determine the service offerings needed to enhance seniors’ quality of life.
Existing Clients
Complete assessments and re-assessments using LIFE Profile
Spend approximately two to three days in the field reassessing clients and managing client visits in the hospital, rehabs, facilities, etc.
Complete quality assurance checks on a recurring basis to assess the quality of services and client/family satisfaction.
Monitor online reviews from existing clients and their families to identify service improvement opportunities and implement changes to improve services provided.
Adapt and communicate the client care plans as needed.
Communicate with Scheduler and Care Team Manager to adjust caregiver client assignments as needed.
Update the client retention dashboard on a weekly basis and create a plan for replacing lost hours and proactive care management on a weekly basis.
Generate internal growth each month consistent with company goals.
Proactively prevent and resolve problems and issues reported.
Qualifications:
Bachelor’s degree
3+ years’ experience in customer service, client services and management, sales, and account management experience
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Exceptional organizational skills, attention to detail, and the ability to prioritize in a changing environment.
Excellent verbal communication and follow-up skills and the ability to quickly build rapport with prospects, clients, and client families.
Ability to learn software programs quickly.
Proficiency in Microsoft Word, Excel, Internet, and Outlook
Why Work for Senior Helpers?
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.
About Senior Helpers:
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.
About Senior Helpers Surrey North
Home Care & Senior Care Services2 employeesFounded 2026
Senior Care, Only Better | Empowering Independence through Compassionate Care
