About Us:

As a financial intermediary service for NDIS participants, Alpha Plan Management assists clients get the greatest benefit from their NDIS plans. We provide reliable, timely & secure financial administration services to give our clients the freedom to live their life!

The Role:

We require professionals with proven client relationship experience, ideally in the disability sector, to join our expanding team as Plan Managers. You will work closely with Clients, Principal Carers & Service Providers to ensure our clients receive personalised, consistent & professional advice.

Responsibilities will include:

• Building & continuing established relationships with NDIS participants, Support Coordinators, Plan Managers & Local Area Coordinators
• Responding to all enquiries, electronic & verbal, in a professional & efficient manner
• Using our purpose built CRM to maintain accurate records of all enquiries & communication
• Provide advice & guidance on the NDIS price guide to ensure our clients make informed choices & maximise their funding in accordance with their goals
• Maintain current knowledge of the NDIS & plan management & ensure compliance with NDIS legislation
• Deliver all advice in a personalised & empathetic manner to maximise client satisfaction & retention.

About You:

You will have strong experience in the delivery of client-centred care. A commitment to utilising Alpha Plan Management’s systems to achieve delivery in a timely & professional manner is critical.

To be successful, you will be able to demonstrate the following:

Essential

• Demonstrated experience in an administration, bookkeeping or data entry role, preferably in a financial setting
• Prioritising a person-centred & positive outcome focused approach for all client interactions
• Exceptional organisation & interpersonal skills
• Excellent verbal & written communication skills & the ability to maintain relationships at all levels
• Strong attention to detail, time management, problem solving & organisational skills
• Proficiency to use multiple technology platforms & client management systems

Desirable

• Previous experience as a Plan Manager
• Experience working in an NDIS environment or supporting people with disability &/or their families
• Cert III in Disability would be advantageous

Benefits:

Alpha Plan Management offers:

• Competitive remuneration, based on experience
• Supportive & collaborative team environment
• Established structure & dynamic systems to enable transparent service delivery

Alpha Plan Management is committed to an inclusive workforce & encourages applications from people of culturally diverse backgrounds, including those who identify as part of the Australian Aboriginal and/or Torres Strait Islander Community.

If you would like to discuss the position, feel free to contact Jo McLaren, the National Manager of Alpha Plan Management on 0452 246 953 or email [email protected], using the subject line: Plan Management Coordinator - Alpha Plan Management enquiry via EthicalJobs.