Ndis Plan Management Client Engagement Lead

1 week ago

North Geelong, Australia Canny Group Full time

Are you someone who wants to make a difference in people's lives?

Working from our spacious, open-plan, light-filled and newly refurbished office in the Federal Mills Business Precinct, you will find yourself at home surrounded by luscious indoor greenery, forward-thinking team members and real people from real walks of life.

Joining our growing NDIS Plan Management team, this is a full-time position for a dynamic person-centred person who is committed to making a difference. You will be the go-to team member for general client onboarding, engagement and plan-managed funding information, be a wizard in setting up and monitoring clients' plan budgets and funds, and be a liaison point for our clients, including prospective new clients. As well, as provide invoicing processing support and a high level of support to our Head of NDIS Plan Management.

**About you**

We don't want _just_ another person to add to the ‘staff’. We want a **team** member, someone who is looking for a workplace to call home. To truly succeed in this role, you must be enthusiastic, drive and self-motivated, thrive when working as a team, have initiative and be meticulous. Most of all we are looking for someone with a ‘yes, can do and willing to learn’ attitude.

So, what does a day in the life of an NDIS Plan Management Client Engagement Lead look like? While we can guarantee no two days will be the same, this could be you
- Build and maintain participant relationships through onboarding of clients and the set up, monitoring and management of clients' plan managed funds budgets;
- Liaise with NDIS Participants, Plan Nominees/Child Representatives to provide support and information to understand their NDIS Plan and plan managed funding;
- Accurate and efficient processing of provider claims and invoices and participant reimbursements within the CPM nominated timeframe;
- Liaise with providers to guide on compliance with NDIS requirements and resolve any invoicing issues;
- Ensure quality record keeping and capturing of client and provider liaison on our CRM;
- Maintain current knowledge of the NDIA, NDIS, NDIS Quality and Safeguards Commission and disability sector, in particular in relation to participants;
- Providing guidance and advice to team members regarding client plans, eligible supports within funding categories, and compliance with NDIS Pricing Arrangements, Operational Guides and associated NDIA and NDIS Quality Safeguards Commission information and documentation; and
- Actively participate in business growth targets and stakeholder satisfaction.

**Key Selection Criteria**
- Comprehensive knowledge and understanding of the National Disability Insurance Scheme participant plan concepts, supports, funding categories and the _NDIS Pricing Arrangements and Price Limits_, and associated NDIA and quality and Safeguards Commission information and documentation;
- Experience in a client engagement and liaison role;
- Experience in delivering high quality outcomes through relationship management and high volume interactions;
- Proven ability to identify, prioritise and manage multiple tasks and conflicting deadlines;
- Experience in the use of CRM and financial software platforms;
- Understanding and commitment to person-centred support and service to people with disability;
- Excellent interpersonal, verbal and communication skills;
- Valid NDIS Workers Screening Check;
- Valid Victorian Working with Children Check (Employee);
- Satisfactory Police Check;
- Satisfactory Bankruptcy Check; and
- Rights to work in Australia.

**Extra desirable requirements would look like ** Acceptance of the Canny ethos “all people, all walks of life” and a determination to treat all people who interact with our office, in any capacity, with great respect in line with our ethos.
- Ability to work well with all team members, inclusive of all personalities, in line with our Canny Culture;
- Contribute to the maintenance of effective communication channels;
- Identify and communicate to your manager, any issues or concerns impacting upon your performance and also make suggestions that will improve service quality;
- Willingness to participate in the development and implementation of any new programs or projects; and
- Self-motivation to continually update skills and knowledge by participating in training and education and reading professional publications.

**What is our point of difference?**

We are a family-owned business that has been operating for over 60 years, helping our clients from near and far. We are passionate about the community we work and live in and actively support our clients and local businesses.

We celebrate personal growth, thrive on learning and embrace diversity and inclusion in our constantly evolving team.

We are strong advocates for workplace flexibility, whether that be in the form of working from home or ensuring that you are front and centre at your child's awards assembly.

**Salary + Applying**

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