New Client Engagement Specialist

6 days ago


Brisbane, Queensland, Australia beBeeClientIntake Full time $65,000 - $70,000

Role Overview

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The Client Intake Officer will be the first point of contact for potential new clients, determining their eligibility for services and obtaining accurate information for client profiles and organisational records.

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As a key member of our team, you will be responsible for onboarding new clients based on company standards and required services. This includes organising client information and profiles, liaising with senior staff to ensure correct services for the client, and understanding funding restrictions.

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We are seeking an experienced individual with high-level Microsoft office skills, excellent communication skills, and a strong understanding of NDIS/My Aged Care legislation and framework.

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Key Responsibilities

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  • Onboard new clients based on organisational standards and required services.">
  • Organise client information and profiles.">
  • Liaise with senior staff to ensure correct services for the client.">
  • Understand funding restrictions.">
  • NDIS/My Aged Care legislation and framework.">
  • Promote organisational values.">
  • Determine the eligibility of organisational services.">
  • Meet new potential clients.">
  • Ability to respond to complex client needs during the onboarding process.">
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Requirements

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  • High level of Microsoft office skill.">
  • Ability to work as a team.">
  • Aged & Disability Care experience.">
  • Outstanding communication skills.">
  • Understanding of NDIS/My Aged Care legislation.">
  • Demonstrated initiative and problem-solving skills.">
  • Open Driver's Licence.">
  • First Aid & CPR Certificate.">
  • NDIS Workers Screening Card (P).">
  • Australian Criminal History Check.">
  • Certification in a relevant field (preferred but not necessary).">


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