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Client engagement officer

Shoreham-by-Sea
Home Instead
Engagement officer
Posted: 2 October
Offer description

Job Description

Leadership & Management

1. Deputise for the Registered Care Manager/Head of Client Experience as and when required.

2. Actively participate in objective setting, succession planning, and performance reviews.

3. Support, mentor and supervise Care Professionals through coaching, appraisals, one-to-one supervision, return to work meetings, competency assessments and sign-off on the Care Certificate.

4. Identify training and development needs for both Care Professionals and Key Players, ensuring follow-up and action.

Client Management & Engagement

5. Manage client relationships with responsibility for their ongoing care and support, ensuring a person-centred approach.

6. Undertake consultations with new clients, complete assessments, and all required paperwork.

7. Create, update, and audit care plans, ensuring they are reviewed in line with Home Instead standards and digital systems are maintained.

8. Conduct regular client reviews, quality assurance calls, satisfaction surveys, and service reviews, ensuring timely follow-up on issues.

9. Maintain regular contact with clients, tailoring communication to individual needs and ensuring a consistent, high-quality experience.

10. Build and maintain strong, positive relationships with clients, their families, and other professionals involved in their care.

11. Coordinate client and Care Professional introductions, including shadowing where required.

12. Ensure clients receive appropriate recognition such as birthday and greeting cards.

Operational Duties

13. Support scheduling and coordination of Care Professionals, ensuring effective use of Home Instead’s systems.

14. Enter and maintain accurate records for clients and Care Professionals in both digital and hard copy formats.

15. Monitor service visits through systems to ensure effective service delivery.

16. Undertake audits of client and Care Professional files, implementing corrective actions as needed.

17. Ensure compliance with Home Instead Franchise Standards, policies, and procedures at all times.

18. Participate in the on-call rota and provide hands-on care if required.

19. Maintain confidentiality of all client, staff, and business information.

Qualifications

Required Core Skills

20. Level 3 in Health and Social care or above.
21. Good computer skills including knowledge around MS Word, Excel and Power Point
22. Planning & Prioritisation
23. Safeguarding our people/clients
24. Problem Solving
25. Regulated Compliance
26. Management of Performance
27. Written & Verbal Communication
28. Using Business Policy & Process

Required Core Behaviours

29. Putting Clients first
30. Working Together
31. Achieving More
32. Having a Positive Impact & Influence
33. Knowing & Managing Self
34. Developing Self & Others
35. Seeks to Understand

Additional Information

Benefits

36. On-call payment, as per our on-call rota
37. Holiday pay and pension scheme
38. Free membership to ‘Life and Progress Employee Assistance Programme’ which gives you 24/7 access to one to one counselling, legal advice and support, self-help and well being information
39. City and Guilds accredited training, Care Certificate, Dementia and End of Life trainings
40. Leadership and Management training
41. Staff social events

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