Client Care Liaison

Client Care Liaison Advantage Pointe Home Care - 5.0 Boca Raton, FL Job Details Full-time $80,000 - $100,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Qualifications Collaborate with healthcare professionals Teamwork Customer relationship building Client onboarding Microsoft Outlook Customer retention Identifying new business opportunities Sales experience within healthcare Lead generation Mid-level Business development Task prioritization Customer relationship management Prospecting Sales pipeline management Home health Achieving sales targets Care coordination Home health agency experience Referral coordination Care plans Communication skills Home & community care experience Home visits (communication methods) Customer acquisition Time management Full Job Description Purpose of the Role Drive client acquisition and revenue growth by promoting in-home care services that enable individuals to safely age in place Build, manage, and expand a high-performing referral network including hospitals, senior living communities, case managers, and healthcare professionals Proactively identify sales opportunities, conduct needs assessments, and present customized care solutions to clients and families Own the full relationship lifecycle from initial outreach and lead conversion to onboarding and ongoing client satisfaction Serve as a trusted advisor and primary point of contact for families, guiding them through care decisions while ensuring a seamless transition to services Partner with internal teams to deliver exceptional client experiences that drive retention, repeat business, and additional referrals Meet or exceed defined sales, referral, and revenue growth targets Coordination with Internal Team Ensure timely and accurate setup of client profiles in AxisCare to support efficient onboarding and accelerate conversion from referral to active client Partner closely with Client Care Coordinators to align client needs with caregiver placements, ensuring a strong match that drives client satisfaction and long-term retention Maintain proactive communication with internal teams to quickly resolve service issues and prevent disruptions that could impact client experience or revenue Stay actively engaged with clients, families, and care teams during any interruption in services (e.g., hospitalization, travel) to facilitate a seamless restart of care and minimize loss of business Identify and act on opportunities to expand service utilization and support account growth based on client needs New Client Onboarding Lead a seamless and timely onboarding process that converts new clients into active services quickly and reinforces their decision to choose care Ensure all required documentation (e.g., signed consents, client information) is completed and uploaded in AxisCare prior to start of care to prevent delays in service initiation Capture detailed and accurate client information in AxisCare to support personalized care planning and a strong first client experience Complete and verify all aspects of the client profile, including: Profile details, priority notes, responsible parties, billing class, and long-term care information (if applicable) Financial and wallet information Relevant healthcare details, including diagnoses and medical history Recent incidents or hospitalizations Activities of Daily Living (ADLs) and client preferences Deliver a high-touch onboarding experience focused on responsiveness, clear communication, and expectation setting to build trust and drive long-term retention Educate clients and families on available tools (e.g., AxisCare family portal) to increase engagement and satisfaction Establish clear communication protocols, including preferred contact methods and after-hours procedures Reinforce value throughout onboarding by identifying opportunities to optimize service plans and support long-term client retention and growth Existing Client Management Deliver a high-touch client experience that drives satisfaction, retention, and long-term revenue growth Establish and maintain clear communication expectations with clients and families, including preferred contact methods and after-hours procedures Conduct regular, proactive check-ins to: Ensure service quality and address concerns in real time Strengthen relationships with clients and families Identify and act on opportunities to increase service utilization and strengthen long-term client relationships Complete in-home or bedside visits, as appropriate, to deepen trust, reinforce value, and uncover additional service opportunities Actively manage clients on service hold and warm prospects by maintaining consistent follow-up and re-engagement efforts Reconvert paused or delayed clients into active services, minimizing lost revenue Maintain persistence in follow-up until a clear decision is communicated Accurately document all client interactions in AxisCare to support continuity, relationship management, and future sales opportunities Internal Team Collaboration Actively participate in monthly in-person team meetings to review performance, priorities, and business development initiatives Attend weekly meetings with Client Care Coordinators to review new referrals, active clients, and pipeline opportunities to support timely conversion and service delivery Maintain daily communication with Client Care Coordinators and Registered Nurses to ensure alignment on new admissions, active cases, and client needs Collaborate with internal teams to address caregiver performance feedback and service concerns that may impact client satisfaction and retention Maintain accurate, real-time documentation in AxisCare following all client and referral interactions to support continuity, accountability, and pipeline visibility Systems Utilized AxisCare Core Fax Outlook Message Desk Core Competencies Strong communication skills with the ability to engage effectively with clients, families, and professional referral partners Empathetic and client-centered approach, balanced with a results-driven mindset focused on service quality and retention Ability to engage and influence a wide range of referral sources, clients, and internal teams in a fast-paced, relationship-driven environment Strong time management and prioritization skills in a fast-paced, deadline-driven environment High level of accountability with consistent follow-through on commitments and opportunities Reliable, responsive, and proactive in driving both client experience and business outcomes This position requires background screening through the Florida Care Provider Background Screening Clearinghouse.

Learn more at:

https://info.flclearinghouse.com

Pay:

$80,000.00 - $100,000.00 per year

Benefits:

401(k) Dental insurance Health insurance Paid time off Vision insurance Application Question(s): Do you have experience working within a Home Health Care setting? Do you have experience generating referrals or business in healthcare, home care, or a related field? Have you worked with any of the following referral sources? (Select all that apply) Hospitals / discharge planners Skilled nursing facilities (SNFs) Assisted living communities Physicians' offices

None Work Location:

In person