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Life Plan Specialist

ELIM PARK
$53,878 - $62,974 a year
United States
May 29, 2025
Business Title:
  • Life Plan Specialist

Job Purpose:
  • To guide and assist prospective residents and their families through the life plan process at ELIM PARK BAPTIST HOME INC, ensuring a smooth and informed transition into our community. This includes providing comprehensive information about our services, amenities, financial options, and contractual agreements, fostering a positive and welcoming experience.

Key Responsibilities:
  • Conduct personalized presentations and tours of the ELIM PARK BAPTIST HOME INC community, highlighting the benefits and features of our life plan offerings.
  • Build rapport with prospective residents and their families, actively listening to their needs and addressing their concerns about the transition to a senior living community.
  • Explain the various contract options, financial implications, and payment structures associated with our life plan, ensuring complete transparency and understanding.
  • Collaborate with other departments, such as healthcare, finance, and social services, to provide a holistic overview of the services and support available to residents.
  • Manage the application process for prospective residents, including collecting necessary documentation, coordinating assessments, and facilitating communication with relevant parties.
  • Maintain accurate and up-to-date records of all interactions with prospective residents and their families, utilizing CRM software or other designated systems.
  • Stay informed about industry trends, regulatory changes, and competitive landscape within the senior living market.
  • Participate in marketing events and outreach activities to promote ELIM PARK BAPTIST HOME INC and generate leads for potential residents.
  • Follow up with prospective residents after initial contact to answer questions, provide additional information, and nurture the relationship.
  • Contribute to the overall positive image and reputation of ELIM PARK BAPTIST HOME INC by providing exceptional customer service and fostering a welcoming environment.
Required Education:
  • Bachelor's degree in Social Work, Gerontology, Psychology, or a related field.

Required Experience:
  • Minimum of two years of experience working with older adults in a social service or healthcare setting.
  • Experience developing and implementing care plans.
  • Experience conducting assessments and providing counseling services.
  • Experience working with interdisciplinary teams.

Required Skills and Abilities:
  • Strong communication, interpersonal, and organizational skills.
  • Ability to work independently and as part of a team.
  • Ability to maintain confidentiality and handle sensitive information.
  • Knowledge of aging issues and resources available to older adults.
  • Proficiency in Microsoft Office Suite or similar software.
  • Compassionate and empathetic approach to working with older adults.
  • Ability to manage multiple tasks and prioritize effectively.
  • Strong problem-solving and decision-making skills.
  • Ability to advocate for the needs of older adults.
  • Ability to maintain accurate records and documentation.
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