Private Banking Manager jobs in Austin, TX

Description

Family Tree Private Care is a leading and trusted provider of concierge-level advisory services to older adults, those living with disabilities, and their families. Family Tree Private Care is an ideal fit if you are looking for a fulfilling opportunity, passionate teammates, and a growing company to help support your career.

The Company is based in Texas and is an award-winning healthcare services company that is ranked on the INC 5000 list of America's Fastest Growing Companies. The parent company has grown organically and through acquisition to become one of the region's fastest-growing healthcare services operators.

Despite our growth, we remain most proud of two things: Our premier reputation in the communities we serve and our culture of developing and promoting future leaders from within the company.

JOB SUMMARY

THE CARE MANAGER WILL BE RESPONSIBLE FOR MANAGING RELATIONSHIPS WITH CLIENTS, SERVING AS A TRUSTED ADVISOR TO THE FAMILIES WE SERVE AND MAXIMIZING CUSTOMER LOYALTY. TO BE SUCCESSFUL IN THIS ROLE, ONE MUST HAVE AN EAGERNESS FOR DELIVERING EXCEPTIONAL CARE TO CLIENTS AND BE WILLING TO GO ABOVE AND BEYOND TO ENSURE UTMOST CLIENT SATISFACTION. 

TO BE A CARE MANAGER, ONE SHOULD HAVE A PASSION FOR TAKING CARE OF OLDER ADULTS AND PERSONS WITH DISABILITIES, AND THE ABILITY TO PUT FAMILIES AT EASE BY IDENTIFYING THEIR PAIN POINTS AND ARRANGING FOR THE BEST SOLUTIONS. TOP CANDIDATES ARE SKILLED AT LEADING CONVERSATIONS, HAVE WORKED IN A CLINICAL SETTING, AND HAVE EXPERIENCE IN GERIATIC CARE MANAGEMENT.

ROLE AND RESPONSIBILITIES

• In-Home Visits (Assessments/Follow-Up)
• Perform initial in-home assessments in clients’ homes to determine care needs and develop appropriate plans of care for families in need.
• Establish a strong first impression when visiting new clients to ensure high rate of conversion from prospect to client.
• Maximize sales potential by building a strong rapport with families, developing a thorough understanding of customer needs/requirements, and providing recommendations on the best arrangement of services (caregiving, nursing, and/or care management).
• Providing education, guidance, planning, and recommendations for complex health and life care issues.
• Review pricing and cost of services with clients and ensure successful onboarding of new clients.
• Ongoing Client Support (Issue Management)
• Serve as “account executive” or primary point of contact for assigned clientele, maximizing the quality of care provided and profitability of services provided.
• Ensure that ClearCare system is updated with documentation of all client communication (including all in-home follow up visits and phone calls) and client records (e.g. plan of care).
• Implementing and managing care services with outside providers.
• Attending client appointments
• Collaborate with care coordination team to ensure that caregivers placed in clients’ homes are the best fit for meeting the needs and requirements of families served.
• Professional Care Management Services
• Identify and cultivate opportunities to provide professional care management services to clients, including benefits administration, contingency planning, trust administration, financial planning, coordination of medical resources, family counseling, etc.
• Timely & professional reporting to family, Powers of Attorney, trustees, and other designated persons, and overall, being a primary, reliable point of contact for the client, family, and service providers.
• Timely documentation into systems.
• Participation in team meetings.
• Performing benefits work, establishing portal access, investigating federal and state programs for eligibility.
• Positive Health Outcomes
• Provide on-site training and education to caregivers as needed and ensure that caregivers are always introduced to clients on or before their first day in a clients’ home.
• Ensure that caregivers are educated on all relative signs and symptoms of a client’s diagnosis.
• Track various quality KPIs (30, 90, 180-day readmission rate for clients, diagnosis-related recovery trends, hospitalizations, discharges, etc.).

Requirements

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• College degree required: RN, LMSW, or BA/MA in Gerontology.
• An excellent working knowledge of older adult support services and aging network within the community.
• Two or more years working with older adults in settings such as continuous care retirement communities, home health, hospice, and/or case management.
• History of work on benefits assistance.
• Strong candidates have experience working in a sales-driven environment.
• Experience in geriatric management as an “aging life care professional” is a plus (including certification or involvement with Aging Life Care Association).
• Prior managerial experience strongly preferred.
• Must be willing to travel frequently in your own vehicle (company provides vehicle-use stipend).
• Exceptional customer service and communication skills – oral and written.
• Confidence with basic technical skills and systems, SharePoint, Outlook email and calendaring, online systems.

REQUIRED SKILLS

• Technical
• Fluent in Microsoft Office 365.
• Able to organize and maintain electronic client records. Experience using ClearCare is a plus.
• Practical
• Strong interpersonal skills.
• Able to build strong relationships with clients.
• Skilled at leading conversations.
• Organized and detail oriented.
• Problem-solving and decision-making skills.
• Excellent written and oral communication skills.
• Able to manage time well and work efficiently.
• Strong attention to detail.
• Works independently.
• Soft
• Flexible, humble, and team oriented.
• Compassionate and empathetic.
• Grit, passion, and perseverance.

OTHER REQUIREMENTS

• Must be able and willing to drive to various parts of Austin to visit clients in homes.
• Must be able to lift up to 50 pounds at times with or without assistance.
• Maintain current driving license and vehicle insurance.
• Prolonged periods of sitting at a desk and working on a computer.
• Favorable background and reference checks

WHAT DOES SUCCESS LOOK LIKE?

• 80% average utilization.
• Meet client expectations.
• Proactively identify, communicate, and address client needs.
• Provide prompt and thorough communication. 
• Build relationships to help maintain billable hours, generate new business, and sustain client activity. 
• Receive positive feedback from clients/customers on courtesy calls or surveys. 
• Complete initial assessment for each new care management case and save into client file. 
• Successfully incorporate clinical assessment tools into service provision. 
• Complete periodic case audits. 
• Participate in marketing and community outreach activities when available. 
• Follow AACM policies and procedures and participate in team meetings. 
• Positive work culture that embraces Family Tree’s vision, mission, and core values.