Senior Care Advisor, Expert Guidance bei The Helper Bees

Description

Join our winning team, recently honored on Forbes’ list of America’s Best Startup Employers for 2025!

The Helper Bees (THB) was created to fill an obvious need in an underserved community. Inspired by love and brought to reality through passion and determination, The Helper Bees was founded to empower older adult citizens and their families in their search for quality, affordable in-home care providers. We do this by providing older adults the ability to easily review, choose, and access affordable quality in-home helpers.

The Helper Bees mission is to help people stay home longer through data-driven services that transform both the payer and the care-recipient experience.

At THB, we define our company culture through our Core Values:

• Quickly iterate through solutions - We move at a fast pace which requires quick iterations to find a path to a repeatable solution
• Seek ways to create immediate impact - Be thoughtful and proactive in how you make an impact on your team. Actively look for ways to make a fast, positive impact.
• Bee the teammate you want to work with - We work as a team, help each other and encourage each other
• Ask questions, answer questions - You can't iterate through solutions if you don't ask the right questions which is why there is an expectation that questions should be asked. When you know the answer, being a good teammate means chiming in to get others up to speed.
• Take the time to celebrate wins - It's so easy for a team that is heads down to forget about all the great things they've accomplished. That's why we make it a priority to remind ourselves to create space to celebrate wins, big or small.

Job Summary:

As a Senior Care Advisor, Expert Guidance you will play a crucial role in supporting older adults through compassionate assessment, planning, and intervention. You will engage directly with senior adults facing social, emotional, economic, and environmental challenges, and provide guidance that helps them live with dignity and independence. You will be instrumental in developing and expanding our care management program.

In this role, you will assist long-term care insurance policyholders by facilitating access to community resources, services, and support. By utilizing assessment results, screenings, and your extensive knowledge of aging services and community-based resources, you will help older adults and their families achieve their care journey goals.

Requirements

Supervisory Responsibilities:

• None

Duties/Responsibilities:

• Conduct comprehensive assessments of older adults to identify medical, social, emotional, and environmental needs.
• Develop and implement individualized care plans that support independence, safety, and quality of life.
• Coordinate services across healthcare providers, community agencies, and insurance programs to ensure seamless support.
• Facilitate access to home care, assisted living, adult day programs, transportation, and other aging-related resources.
• Monitor client progress, reassess needs, and adjust care plans as conditions or circumstances change.
• Provide guidance and education to families and caregivers, helping them navigate complex care decisions.
• Advocate for clients by addressing barriers to care and ensuring policyholders receive appropriate benefits and services.
• Maintain detailed and accurate documentation of assessments, care plans, services arranged, and outcomes.
• Communicate regularly with clients, families, providers, and insurers to ensure alignment and continuity of care.
• Promote aging-in-place strategies by identifying supports that allow older adults to remain at home safely and with dignity.
• Effectively manage caseloads and hit touchpoint goals for outreach at each engagement level
• Other duties as assigned/necessary

Performance Metrics:

• Needs Assessment Completion Rate: Achieve 90% completion of needs assessments.
• Member Retention & Engagement: Drive participant retention & engagement by creating new cases that connect members to services that promote health and independence at home.
• OB Touchpoint Completion: Complete outbound touchpoints for each case within SLA.

Required Skills/Abilities:

• Be skilled in motivational interviewing techniques to successfully interview and engage individuals with differing levels of health needs 
• Strong assessment and care planning skills, with ability to address complex psychosocial, medical, and financial needs.
• Proven ability to collaborate with healthcare providers, insurers, and community organizations.
• Ability to manage multiple cases, maintain accurate documentation, and meet program standards.
• Excellent communication, advocacy, and problem-solving skills when working with older adults and their families.
• Professional and engaging phone presence
• Creative, as we have to constantly problem solve and change approaches
• Comfortable with change, as we are constantly improving our products and programs
• Willing to take the lead to develop and improve our care management program
• Must be 18 years of age or older

Education and Experience:

• 3+ years of experience in geriatric care coordination, case management, care management or care navigation with older adults.
• Bachelor’s or Master’s degree in Social Work, Gerontology, or a related field preferred.
• In-depth knowledge of community resources, aging services, and long-term care programs.
• Experience working with long-term care insurance policyholders and understanding of benefit structures preferred.

Physical Requirements:

• Ability to remain at your designated workstation for the duration of the workday
• Constantly operates a computer and other office productivity machinery, such as a phone and Voice over Internet Protocol (VoIP).
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information in these situations.
• The ability to observe details at close range (typically on a computer screen)
• This position offers the flexibility of remote work at approved locations within the United States. Candidates must have a reliable internet connection and a designated work environment conducive to professional phone calls and sensitive data. Enjoy the convenience and comfort of working remotely while contributing to our team's success.

The Helper Bees is committed to building a workplace where diversity, equity, and inclusion are valued and prioritized. We are an equal opportunity employer that welcomes all qualified applicants without discrimination based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any non-merit based or legally protected grounds.

The Helper Bees provides reasonable accommodations to qualified individuals with disabilities during the job application and interview process. To request accommodation, please let your recruiter know.

As part of our standard hiring process, selected candidates may be required to undergo a background check and/or drug screen. The Helper Bees adheres to applicable federal, state, and local laws regarding these screenings, and the results will be considered in accordance with applicable regulations.

The Helper Bees was recently made aware of a fraudulent entity posing as our organization and requesting personal information. Please be aware of and protect yourself from scams. Visit thehelperbees.com/careers to view all current job openings.