Intake Coordinator (Part-Time)
At HomeWell Care Services, we help seniors and adults remain safe, comfortable, and independent in the place they call home. Families often contact us during stressful or emotional moments, and the first conversation can make all the difference. We're looking for someone who can provide compassionate guidance, build trust quickly, and help families confidently take the next step toward care.
Position Overview
As a Intake Coordinator, you will serve as the first point of contact for prospective clients and their families. This is a relationship-focused role centered on prompt response, thoughtful follow-up, and guiding families through the decision-making process with empathy, professionalism, and confidence.
What You'll Do
- Respond promptly to new inquiries from prospective clients and family members.
- Build trust through compassionate communication via phone, text, and email.
- Conduct discovery conversations to understand care needs and determine the best next steps.
- Educate families about available home care services and answer questions with clarity and empathy.
- Schedule in-home care assessments with the care team.
- Maintain consistent follow-up with both active and inactive leads.
- Re-engage previous inquiries to identify new opportunities for care.
- Accurately document all conversations, activities, and follow-up plans within the CRM.
- Monitor lead progression and maintain an organized sales pipeline.
- Partner with office staff and care coordinators to ensure a smooth client onboarding experience.
- Deliver an exceptional customer experience through responsiveness, professionalism, and consistent communication
This position is ideal for someone who:
- Enjoys building genuine relationships with people.
- Responds quickly and follows through consistently.
- Is highly organized and detail-oriented.
- Finds purpose in helping families during important life decisions.
- Can effectively manage multiple conversations and priorities.
- Balances empathy with accountability and structure.
- Takes initiative and enjoys proactive outreach rather than waiting for tasks.
What Success Looks Like
- Respond to new inquiries promptly during scheduled working hours.
- Help families feel informed, supported, and confident about their next steps.
- Ensure no prospective client is lost because of missed follow-up.
- Maintain accurate, timely, and complete CRM documentation.
- Convert qualified inquiries into scheduled assessments and new clients.
- Represent HomeWell with professionalism, compassion, and reliability in every interaction.
Required Qualifications
- Minimum of 3 years of experience in inside sales, customer service, admissions, account management, client services, or another phone-based customer-facing role.
- Excellent verbal and written communication skills.
- Proven experience managing both inbound and outbound phone conversations.
- Strong organizational skills with exceptional follow-up discipline.
- Experience using CRM software to manage customer interactions and pipelines.
- Ability to manage multiple active leads simultaneously.
- Self-motivated with a high level of accountability and independence.
Preferred Qualifications
- Experience in home care, healthcare, senior living, hospice, patient admissions, or a related field.
- Experience supporting families through healthcare or caregiving decisions.
- Sales or client relationship experience involving consultative conversations and longer decision-making cycles.
Schedule
- Part-time position (approximately 25–30 hours per week).
- Flexible schedule with required daily coverage blocks.
- Availability during late afternoon and early evening hours is required to align with peak family inquiry times.
- Hybrid work environment with an expectation of responsiveness during scheduled hours.
- Occasional schedule adjustments may be necessary based on lead volume and business needs.
Flexible work from home options available.
An Industry-Leading, Nation-Wide Team
At HomeWell Care Services, we pride ourselves on providing the highest quality care for seniors and others needing individualized support and companionship at home. With locations across the U.S., we offer many opportunities for compassionate individuals who enjoy improving the quality of life of those around them, with numerous positions for varying levels of expertise, such as companion caregivers, certified aides and case managers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to HomeWell Care Service Corporate.
