Client Care Job Description

Client Care Job Description

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Client care provides support, training and mentoring of team members and other internal partners on products and services, and processes as it relates to servicing our clients.

Client Care Duties & Responsibilities

To write an effective client care job description, begin by listing detailed duties, responsibilities and expectations. We have included client care job description templates that you can modify and use.

Sample responsibilities for this position include:

Provide a “World Class Call” client service in assisting clients with their inquiries about our products, services, policies and claims (inbound calls)
Provide a “World Class Call” customer service in assisting clients with their inquiries about our products, services, policies and claims (inbound calls)
Seek opportunities to proactively provide clients with additional information on SLF products & services available to them
Working with the Corporate Consulting Services and Marketing teams on lead generation activities
Supervises and monitors staff in the delivery of quality services to the client
Responsible for coordination to ensure that the client need is documented and the service plan is appropriate in order to receive prompt approval for services
Assumes responsibility for preparing summaries and reports in keeping with agency policies and procedures
Contacts other personnel or agencies, such as adult protective services, LTCO, state program coordinators, fire marshal, physicians, pharmacists, , as needed, to exchange relevant information
Providing technically strong advice to the Aged Care client segment
Preparing investment and strategic advice for clients in accordance with current legislative, industry and corporate professional standards

Client Care Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Care

List any licenses or certifications required by the position: MDS, CAC, MCSE, MCP, CPT, CPR, DSE, RRD, PMP

Education for Client Care

Typically a job would require a certain level of education.

Employers hiring for the client care job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Education, Business, Finance, Associates, Business/Administration, Health, Psychology, Medical, Communications, Communication

Skills for Client Care

Desired skills for client care include:

Current products
Policies
Procedures and regulations as it relates to position
Competitors’ products
Of our Personal Lines and Auto products
Our systems and procedures
Consumer lending products and underwriting process
Products
Federal Confidentiality laws concerning Drug and Alcohol treatment and HIPAA
Services

Desired experience for client care includes:

Maintaining client records by the use of standardised work flows, file notes and systems to ensure a consistently high standard of knowledge for each client that can be accessed by all team members
Growing new business in agreed target market through various networking activities including managing and enhancing the relationships between ipac and referral sources (including self- developed sources)
Identifying opportunities for seminars, sponsorship and other promotional activities to leverage new business generation activity
Effectively managing the relationship between the client and ipac
Prior use of using Team Foundation Server to review source code a plus
Network/IP knowledge preferred, to assist with identifying network connectivity issues vs

Client Care Examples

1

Client Care Job Description

Job Description Example
Our company is looking to fill the role of client care. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client care
  • Position will primarily operate with our clients in Puerto Rico
  • Build and sustain employee capabilities by providing meaningful and timely feedback, partnering with employees to identify and work towards career goals, and implementing routines, performance management standards, and other processes, as needed
  • Provides supervision of the TC milieu
  • Conduct random head counts to document client whereabouts
  • Observe and monitor client behaviors and initiate prescribed interventions when needed
  • Observe and document same sex urinalysis
  • Monitor breathalyzer samples, document completion of the service, and report any concerning behavior
  • Complete same sex pat searches
  • Monitor and document client ingestion of antabuse, naltrexone and other medications as needed
  • Audit all client medications for count accuracy and compliance with medication directions
Qualifications for client care
  • Bachelor’s degree or equivalent combination of education and on the job experience
  • Proposes solutions to problems and utilizes all available resources (Mortgage Banking Guide Team, Service Level Agreements, etc)
  • This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators
  • Orders medication refills when needed
  • Authorize client to leave the facility for work, pass, and job search activities
  • Verify clients off-site where abouts
2

Client Care Job Description

Job Description Example
Our innovative and growing company is hiring for a client care. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for client care
  • Maintain client’s treatment records via filing and auditing
  • Conduct monthly Fire Drills
  • Conduct monthly facility inspections
  • Attend mandatory Monthly staff meetings
  • Attend training to fulfill annual DCJ requirements
  • Maintain confidentiality of clientele, personal health information
  • Provide customer service to clientele and outside agencies
  • Property inventory of client property and screening for contraband
  • Scanning, faxing and emailing information to outside agencies
  • Dispensing of client personal monies
Qualifications for client care
  • Drive clients to meetings, recreational activities, appointments
  • Miscellaneous duties that would be needed for any kind of project that supports the mission of the program
  • Bachelor’s degree – recently graduated
  • Creative, flexible team player
  • Analytical skills and ability to manage frustration
  • Leading CCC projects that support the consolidation of tools and process flows across the global campuses by taking a lead role in CCC projects that consolidate the CCC tools to unify the global campuses into a scalable global support model
3

Client Care Job Description

Job Description Example
Our growing company is looking for a client care. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client care
  • Develops, maintains, and distributes back office reports by analyzing product usage for performance, success, and volume
  • Provides training to internal teams and external clients by collaborating with the Training Program Analyst supporting the creation of training materials and/or course development
  • This individual will coordinate closely with members of the clinical team to ensure timely transitions between testing, ensure continuous room ambience for the client
  • Assumes responsibility for Risk Management Program in the unit
  • Performs duties of Disaster Coordinator
  • Performs duties of CLASS Program Director, as appropriate
  • Overall responsibility for several domiciliary care packages
  • Management of care staff include rota's, supervision, training schedules, recruitment and disaplianry
  • Management of individual package target's to achieving and surpassing customer expectations
  • Monthly Client visits to promote clear communicating and positive relationships
Qualifications for client care
  • Great listening skills - the ability to accurately listen and understand
  • Must have demonstrated sales and on-the-floor coaching experience
  • Minimum one year of client service and/or sales experience
  • Bachelor's degree (BA) from four-year college or university in business, accounting, or related field or equivalent experience
  • A thorough understanding and practical experience with Customer Service procedures used by world-class companies
  • Knowledge of and ability to implement a continuous improvement program throughout the division
4

Client Care Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of client care. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client care
  • Responsibilities include training and coaching employees
  • Participates in state licensing surveys of RCFs and ALFs
  • Works with a team of surveyors, either as a team member or a team coordinator, working both independently for some tasks, and in a consensus process for others
  • Reviews facility's survey history
  • Observes details of residents' quality of care and life, including staff assistance with activities of daily living, medical/nursing procedures, staff interactions with residents, nutrition, activities provided, and environment
  • Evaluates conditions, using state guidelines, and individual professional judgment to validate and determine findings of potential non-compliance
  • Contributes/discusses findings with survey team in a consensus process to determine levels of compliance or non-compliance, and as a team verbally reviews findings with facility administration and staff
  • Writes report of findings, using specified computer software program, and according to CMS "Principles of Documentation" guidelines
  • Reviews facility's plan of correction (POC) for deficiencies, and advises administrator of any issues that may need further clarification in order for the POC to be acceptable
  • Conducts revisits as needed, to determine that facilities have corrected deficiencies cited at surveys
Qualifications for client care
  • Customer focus is required as we service both internal and external customers
  • Must have above average People Management skills to handle day-to-day challenges of a diversified workforce
  • Influencing, customer service, and problem solving skills
  • Communication skills and financial acumen typically acquired through attainment of an Undergraduate degree
  • Must have the ability to think and act independently, along with evaluating different types of fraud to determine the appropriate course of action
  • Natural business acumen
5

Client Care Job Description

Job Description Example
Our company is growing rapidly and is looking for a client care. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client care
  • Prepares testimony, including affidavits for hearings and court proceedings
  • Participate in unit or agency committees or projects for purposes of internal quality improvement (QI), or to assist with conducting relevant research to contribute toward enhancing residents' quality of care and life in CBC facilities
  • Assist with orientation, training, and mentoring of new surveyor staff
  • Make presentations to civic organizations or other special interest groups regarding state standards of care, rule interpretation, , as assigned
  • Maintain professional knowledge by attending job-related trainings, seminars, , and by reading current relevant professional journals and other publications
  • Participates in combined federal certification and state licensing surveys of NFs
  • Reviews facility's plan of correction (PoC) for deficiencies and advises administrator of any issues that may need further clarification for the PoC to be acceptable
  • Conducts follow-up revisit surveys to determine facilities have corrected cited deficiencies and maintained substantial compliance as alleged
  • Investigates complaints of alleged resident abuse or rule violations by conducting a complaint survey focused on the specific area(s) of concern with an expanded resident sample to comprehensively determine compliance or non-compliance
  • May provide technical assistance to assist facility administration and/or staff with rule interpretation, or issues of concern
Qualifications for client care
  • 1- 2 years in a supervisory role preferred
  • Experience applying Federal and State laws, rules, standards and guidelines about the determination of level and quality of care for residents requiring long term direct care
  • Skill in communicating verbally with a variety of medical professionals, care provider management and staff, resident relatives, and personnel or other agencies, sometimes under tense or hostile conditions
  • Skill in putting work in priority order and managing work time and efforts to accomplish both ongoing and emergent duties
  • Skill in computer use and in making accurate verbal and written reports
  • Flexibility relating to emergent changes in schedule and team assignment

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