Job Description
Position Overview
We are seeking a detail-oriented and client-focused Customer Support & Document Specialist to serve as a key point of contact for prospective clients and their families. This role combines inbound and outbound phone support, client onboarding, document coordination, and quality assurance to ensure a smooth, compliant, and compassionate client experience from first contact through onboarding completion.
Primary Duties & Responsibilities
Handle inbound and outbound phone calls professionally and courteously
Serve as the first point of contact for prospective clients, responding to inquiries and providing accurate information about our services
Conduct initial caregiver and client interviews to gather relevant information regarding needs, preferences, and eligibility
Guide prospective clients and their families through the onboarding process, building rapport while clearly explaining program benefits and financial responsibili...