Client Relations Coordinator/Administrator

Who we are:

Sunways Senior Living Concierge is a growing team of empathetic professionals that helps families and Caregivers navigate the Senior healthcare maze by providing advocacy and support in finding Senior Living Community options and other Senior Resources.

Who you are:

The Client Relations Coordinator is the voice of Sunways. Your #1 priority is to support our Senior Living Concierges (sales team). We are seeking a highly motivated, self-starter who is organized, empathetic, great on the phone, comfortable in a fast-paced environment, and can prioritize and stay calm in stressful situations. This is mainly a task-oriented role, including some specific accounting and marketing responsibilities. You also have the opportunity for growth and professional development by working closely with our leadership team. This position is full-time, 40 hours a week (Monday through Friday) mainly in-person with remote opportunities DOE. Attendance for meetings, events, etc. is required. This role will evolve as Sunways grows as a company, new SLCs are hired, and we expand into new markets. You will report directly to the Director of Operations. Fluent Spanish speaking is highly preferred, and you must embody the following core values:Transparency, Optimism, Advocacy, Discipline, Empowerment, and Empathy.

Responsibilities:

Client Relations and Support

• Answer the main phone line & operate referral management systems
• Complete intakes in full and update CRM
• Lead Distribution- Pass leads via the round-robin and to the appropriate SLC
• Send Daily Lead Recap Email to leadership
• Vet referral partners that contact the main line & connect with the team

Client Support:

• Conduct Community Research
• Scheduling Community Tours
• Maintaining the CRM/Operating Systems with up-to-date information
• Manage low-income clients & Skilled Nursing placements
• Client Check Back Phone Calls
• Order catering for Lunch & Learns, marketing events etc.
• Data entry on community ALF info in regard to pricing, specific information regarding Medicaid , size of apartments etc.

Office Champion:

• Complete intakes with walk-in clients
• Present as office tech support for onboarding/ team meetings
• Boots on ground marketing support- organizing swag/ distributing collateral

Accounting Responsibilities

• Support in Managing Collections through the Company AR board
• Create and submit all new invoices
• Maintain follow-up schedule for invoices in Awaiting Confirmation
• Keep the outstanding revenue as low as possible.
• Set up direct deposit whenever possible, forge relationships with corporate community contacts, submit late fees, etc.
• Thorough record keeping of notes on all systems

Scheduling & Meeting attendance:

• Schedule ALL Team Meetings
• Attend Weekly Marketing Call with CSO
• Attend Weekly Check-in Call with DOO
• Attend Weekly Operations Check-in Call with CSO and DOO
• Attend Monthly Support Staff Meetings
• Attend Quarterly Call with CSO
• One weekend on-call per month
• Take the lead with Employee Engagement Events: Family Day & Holiday Party

Required Skills

• Senior Healthcare Experience
• Experience in customer support and client services
• Excellent phone etiquette and customer service abilities
• Strong data entry and typing skills
• Familiarity with Microsoft Office and general computer skills
• Organization and the ability to multitask and prioritize workflow
• Proficient in English and Spanish preferred, with strong communication skills
• Bachelor’s Degree in Business, Healthcare, Communications or equivalent in work experience

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• Flexible schedule

Shift:

• 8 hour shift

Ability to Commute:

• Sarasota, FL 34233 (Preferred)

Ability to Relocate:

• Sarasota, FL 34233: Relocate before starting work (Preferred)

Work Location: In person

Salary : $20 - $25