- Answer inbound phone calls promptly and professionally
- Speak with seniors and family members in a compassionate, reassuring manner
- Conduct intake calls and gather client information accurately
- Follow up consistently with prospective clients and referral sources
- Help guide leads through the decision-making and onboarding process
- Send contracts and documentation through AxisCare
- Manage and update CRM records accurately
- Respond to text messages and client inquiries promptly
- Coordinate communication between clients, families, and the office team
- Support administrative and customer communication tasks
Customer serviceCRM