Family Intake Coordinator
On-site
Core
Answer incoming calls, qualify prospective clients for in-home senior care, and coordinate handoffs to care advisors.
Role type
Customer-facing intake coordinator
Builds
Qualified leads for home care services
Domain
Home care / Senior services
Deliverable
client delivery
Required skills
Phone communication, client qualification, CRM usage, follow-up, record keeping
Preferred skills
HubSpot, long-term care insurance knowledge
Responsibilities
Answer calls, assess care needs and payment options, prioritize insurance clients, coordinate handoffs, document outcomes, follow up with prospects
Seniority
Entry-level to Junior