What are the responsibilities and job description for the Client Care Advocate position at Dillman & Owen Estate and Elder Law?
Location: We have offices in Carmel, Zionsville, Indianapolis. This position travels to all offices and client sites as needed.
Employment Type: Full-Time
About Us:
Dillman & Owen Estate and Elder Law is a dedicated elder law and estate planning firm committed to providing holistic legal, financial, and care solutions for aging individuals and their families. Our Life Care Planning team supports clients in navigating the complexities of aging, ensuring they receive the highest quality of care while protecting their assets and independence.
Position Summary:
The Client Care Advocate plays a vital role in managing and facilitating comprehensive care for elderly clients. This position ensures that clients’ medical, personal, social, and emotional needs are met while coordinating services and advocating for their well-being. The ideal candidate will work closely with families, healthcare providers, and community resources to develop and execute personalized Life Care Plans.
Key Responsibilities:
- Serve as the primary resource for clients and their families, guiding them through the Life Care Planning process.
- Assess clients’ health, home safety, caregiver competence, and overall well-being to determine care needs.
- Coordinate and communicate with healthcare providers, case managers, legal and financial teams, and facility staff.
- Assist with transitions such as hospital discharges, rehabilitation stays, long-term care placements, home health, and hospice.
- Provide crisis support and advocacy to families navigating elder care challenges.
- Build and maintain strong relationships with clients and their families through the end of life.
- Develop strategic plans to expand the Life Care Planning practice and grow referral networks.
- Educate the community and professional groups on Life Care Planning and elder law topics.
- Stay informed on senior health issues, long-term care options, benefits, and legal and financial considerations.
- Represent the firm at industry events, networking opportunities, and educational workshops.
- Maintain Notary certification.
- Travel as needed to meet clients at home, in facilities, or in-office locations.
Qualifications & Skills:
- Strong communication, interpersonal, and advocacy skills.
- Excellent organizational and time management abilities.
- Compassionate approach to working with elderly clients and their families.
- Ability to coordinate multiple services and manage complex client needs.
- Certification in gerontology, case management, or care coordination (preferred).
Education & Experience:
- Bachelor’s degree in nursing, social work, gerontology, or a related field (required).
- 2-3 years of experience in healthcare, social work, case management, or elder care coordination.
- Understanding of senior health issues, long-term care planning, and available resources.
Work Environment & Expectations:
- This role requires work from multiple office locations and travel to client homes or care facilities as needed.
- The position involves frequent interaction with clients, families, healthcare providers, and legal/financial professionals to gain cooperation and build trusted relationships.
Why Join Us?
- Be part of a mission-driven firm dedicated to supporting aging individuals and their families.
- Work with a collaborative team in a rewarding and impactful role.
- Opportunities for professional growth and continuing education.
Interested candidates should submit their resume and cover letter to Maria Page at mariapage@dillman-owen.com.
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
Work Location: In person
Salary : $60,000 - $70,000