POSITION TITLE: Call Center Specialist / Family Connection Specialist
REPORTS TO: CEO
CLASSIFICATION: Non-Exempt
REVISED: August 2026
Part time and Full time
Pay: $24/hr (4- 10 hour days include a rotating weekend)
To serve people and serve them better than anywhere else.
The Call Center Specialist works with leadership, managers, and the business development team to achieve this by:
Leadership & Service:
• Communicate, model, and carry out our organization's vision statement through every family, referral source, manager, and team interaction.
• Create a warm, calm, and professional first impression for families and referral sources who are looking for senior living support.
• Use care, patience, and good judgment when speaking with families who may be overwhelmed, emotional, rushed, or unsure of the next step.
• Be a resource for managers and business development by gathering clear information, documenting thoroughly, and protecting the handoff process.
• Represent the company with service excellence by helping callers feel heard, respected, and guided from the first contact.
• Bring forward patterns, barriers, questions, and ideas that may help the company serve families better and improve the inquiry experience.
Family Inquiry & Call Management:
• Answer incoming calls from families, referral sources, online inquiries, and community contacts during scheduled call center hours.
• Complete discovery by gathering caller name, contact information, resident name, relationship, care needs, urgency, location preference, payor source, timeline, referral source, and next-step details.
• Use the approved inquiry script and discovery questions so each family receives a consistent experience and each manager receives the information needed for follow-up.
• Move potential families toward the appropriate next step, including manager follow-up, tour scheduling, pricing discussion, availability review, or referral to another resource when needed.
• Route clinical, urgent, pricing negotiation, or community-specific questions to the appropriate manager or leader while still documenting the interaction.
• Follow up on missed calls, voicemails, online contact forms, website inquiries, and open leads in a timely manner.
• Maintain professionalism and confidentiality with all caller, resident, family, and payer information.
WelcomeHome / CRM Documentation:
• Enter every inquiry, call note, voicemail, online inquiry, discovery conversation, and handoff note into WelcomeHome accurately and consistently.
• Search for duplicate leads before creating a new inquiry and keep lead records clean, complete, and easy for managers to follow.
• Document what the family asked, what was discussed, the building or area of interest, care concerns, payor source, urgency, and the expected next step.
• Create and update WelcomeHome tasks so every active lead has a clear follow-up owner and no inquiry is left open-ended.
• Review overdue WelcomeHome tasks when assigned and help clarify, assign, or close out next steps appropriately.
• Protect the handoff process by making sure managers and business development staff can understand the caller's situation without having to start over.
Building Knowledge & Tour Support:
• Learn all Minnesota buildings, campuses, managers, assistant managers, building types, care focus, and general fit for assisted living, memory care, advanced memory care, men's memory care, and apartment-style assisted living.
• Use the building cheat sheet to help guide families based on care need, location preference, payor source, urgency, room availability, and manager recommendation.
• Understand basic talking points for each building, including general positioning, room type, shared bathroom notes when relevant, and when to route questions to the manager.
• Participate in building tours and manager introductions as assigned so the call center can speak accurately and naturally about each location.
• Avoid over-answering clinical fit, final pricing, special rate questions, admission approval, or complex care questions; route those to the appropriate leader.
Business Development & Reporting Support:
• Nurture open leads when call volume allows so older inquiries do not sit untouched or become missed opportunities.
• Track recurring family questions, objections, service concerns, affordability concerns, lost-lead reasons, and tour barriers so leadership can identify trends.
• Assist with 30-day referral send-outs for alternative placement options when a family or referral source needs a different care setting than White Pine/Gracewood can provide.
• Assist with market analysis by gathering competitor pricing, service package information, and market positioning details when assigned.
• Support rate negotiation preparation by organizing pricing information, referral details, care-level context, and follow-up notes for leadership review.
• Help identify gaps in call scripts, discovery questions, WelcomeHome documentation, handoff communication, and family-facing information.
Administration & Systems:
• Maintain knowledge of the phone system, softphone or desk phone process, call queue, voicemail, call transfer process, hold process, and backup plan if phones or internet are not working.
• Use company laptop, headset, email, WelcomeHome, Eldermark, shared tracking tools, and other assigned systems appropriately and professionally.
• Pull the daily discharge report when assigned and compare discharge information against WelcomeHome so resident status remains accurate.
• Confirm hospice agency information is listed correctly on occupancy tracking reports when hospice information is available or required for tracking.
• Send requested reports, summaries, call themes, lead updates, and project information to leadership on a timely basis.
• Maintain organized call notes, shared documents, and work product so the role remains consistent across all scheduled call center employees.
Other Responsibilities:
• Attend trainings, meetings, building tours, manager introductions, and call-center check-ins as assigned.
• Maintain up-to-date knowledge of White Pine/Gracewood services, building differences, referral processes, payer basics, and common senior living questions.
• Communicate with leadership when stuck, when a process is unclear, when a family needs urgent follow-up, or when a lead may be at risk of being missed.
• Follow all privacy, confidentiality, customer-service, technology, and documentation expectations.
• Perform other duties and assist with other company projects, as requested.
I know I am winning in my role when...
• Families and referral sources feel heard, respected, and guided after the first call.
• Every inquiry is documented in WelcomeHome the same day with clear discovery notes and a clear next step.
• Managers can quickly understand the family's situation, urgency, care needs, payer source, and follow-up expectation without starting from the beginning.
• Online inquiries, voicemails, missed calls, and open leads are followed up on timely and consistently.
• No lead is missed because of poor documentation, unclear ownership, duplicate records, or lack of follow-through.
• The call center helps improve tours, admissions, occupancy, customer service, and the overall family experience.
Best Practices:
• Start each shift by checking phone access, voicemail, online inquiries, email, WelcomeHome tasks, and assigned reports.
• Keep the building cheat sheet, inquiry script, payer cheat sheet, manager contact list, and call-center checklist available during each shift.
• Document while the call is fresh and avoid vague notes such as “called about pricing” or “wants availability.”
• Confirm the caller's best phone number, email, preferred communication method, and best follow-up time before ending the call.
• Use calm, simple language with families and avoid making promises about admission, care approval, final pricing, or room availability without manager review.
• Be a learner. Ask questions, listen to manager feedback, review call themes, and continue improving the family experience.
Qualifications:
• High School Diploma or equivalent.
• Strong phone presence with the ability to sound warm, steady, professional, and helpful.
• Customer-service experience preferred; senior living, healthcare, admissions, scheduling, or call center experience helpful.
• Strong verbal and written communication ability, including accurate spelling, complete notes, and professional email communication.
• Demonstrated organizational skills and attention to detail.
• Ability to multitask between phone calls, online inquiries, documentation, follow-up tasks, and shared tracking tools.
• Comfortable using computers, email, CRM systems, shared documents, and phone systems; experience with WelcomeHome and Eldermark preferred but not required.
• Ability to ask discovery questions in a natural, respectful way without making families feel rushed or judged.
• Ability to work independently while following a consistent process and communicating appropriately with leadership.
• Must be able to carry out our Company Vision, which includes a positive attitude, integrity, strong follow-through, and being a good teammate.
• Must pass criminal background check at the time of hire and as required thereafter.
WORKING CONDITIONS:
• Primary responsibilities will be conducted in a clean, well-lit, climate-controlled office or approved remote work setting.
• The noise level is usually moderate.
• Daily work requires frequent phone and computer use.
• The position may include emotionally difficult conversations with families, referral sources, or others seeking urgent senior living support.
• Travel to buildings, meetings, trainings, or tours may be required.
PHYSICAL DEMANDS:
• Must be able to sit, stand, and move intermittently throughout the workday.
• Must be able to use a computer, headset, phone system, keyboard, and mouse for extended periods of time.
• Must have the emotional stability needed to cope with the mental and emotional stress of the position.
• Must be able to communicate clearly by phone, email, and in person.
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