Experienced Ndis Plan Manager

2 weeks ago


Tweed Heads South, Australia Your Plan Manager Full time

**NDIS Plan Mentor
- Experienced Plan Manager, Hybrid Opportunity**

**Position**: NDIS Plan Mentor (Plan Management Services).

This role would suit someone with **2+ year of experience in NDIS Plan Management** who understands all facets of the plan management role with an emphasis on participant choice and control. This role is supported by an amazing team with a different approach to traditional plan management roles. Disabled people and/or people with lived experience are strongly encouraged to apply. You will love the opportunity to meet new service providers, share solutions and provide amazing and friendly service.

**About Us**:
Your Plan Manager (YPM) is a leading intermediary NDIS Plan Management service provider, well known across Australia. Here at YPM, we provide personal, friendly service to our clients with a focus on delivering better than expected outcomes. We support full choice and control for participants and encourage them to make the decisions around their plans.

**The Role**:
To provide high-quality, collaborative, and direct support to plan managed clients in an accurate and timely manner, with a focus on developing, building, and maintaining relationships.

To ensure that all NDIS reporting and compliance requirements are met and that clients have a full understanding of their NDIS budgets and decision-making. You will be well supported by an experienced management team and amazing team members.

**Key Responsibilities**:
**This dynamic position will be responsible for, but not be limited to**:

- Cultivate a positive, proactive, and enthusiastic attitude to learning and engagement within a team.
- At this level, employees may be required to supervise team members or volunteers in their day-to-day work. Employees with supervisory responsibilities may undertake some complex operational work and may undertake planning and coordination of activities within a clearly defined area of the organisation.
- Assist clients to understand their plans, the scope of budgeting/spending, and the NDIS price guide.
- Ensure claims and reporting are accurate and timely.
- Assist with and provide high-quality record management within CRM Work within a team to support a diverse range of NDIS-funded clients.
- Ensure ongoing retention and engagement of participants and their teams through relationship building, friendly service and a great attitude.
- Provide high levels of service and general advice & guidance to the differing needs of clients.
- Ensure all data and information is current and NDIS Plans are reviewed regularly.
- Ensure all timeframes and targets are achieved for responsive communication, inquiries, and milestone contact with clients.
- Proactively ensure that Your Plan Manager is represented and promoted within the industry and community.
- Contribute to supporting client choice and control over their plans using industry knowledge and experience.
- Ensure correspondence and documentation are managed efficiently and confidentially.
- Identify and report any risks to the Manager Maintain current knowledge of the NDIS, Quality and Safeguards, price guides, and guidelines and proactively drive your learning and growth.

**About You**:

- Positively contribute to the achievement of the business objectives whilst maintaining a focus on the business values.
- Adhere to all policies and procedures and engage in performance improvement and coaching Proactively participate in team communication, including meetings.
- Be responsible for managing and planning their work and that of team members or volunteers if allocated and may be required to deal with formal disciplinary issues within the work area.
- Actively and positively participate in training provided.
- Other responsibilities as and when directed by Your Plan Manager.
- Be an effective time manager of your work and team tasks.

**Essential Requirements**:

- Advanced understanding and commitment to person-centered support and services to people with a disability, their teams, and service providers.
- Diploma in Business Administration, Disability, Customer Service or higher and/or similar demonstrated work-related experience in working with people with a disability.
- Minimum 2 years experience in a plan management role with an emphasis on relationships with a diverse range of clients and their teams.
- Demonstrated experience in a client relationship role where developing, building, and maintaining relationships is a priority to ensure client retention and growth.
- Familiarity with the basics of human resource management principals and the capability to provide on the job training support to Plan Services Officers or volunteers.
- Demonstrated experience in responsibility for quality outcomes through relationship management and high-volume client/customer interactions using established tools, processes, procedures, and scripts.
- Proven expertise in interpreting the NDIS price guide, statutory requirements, planning decisions, and re


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