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 and secure financial administration services to give our clients the freedom to live their life.

The Role:

We require an experienced professional with client relationship and accounts processing experience in the disability sector, to join our expanding team as an NDIS Customer Relations Officer. You will work closely with NDIS participants, support coordinators, providers, support workers and allied health providers to ensure our participants receive personalised, consistent and professional advice.

Responsibilities will include:

Building and maintaining established relationships with NDIS participants, Support Coordinators and NDIS providers, including Local Area Coordinators

Responding to all enquiries, electronic and verbal, in a professional and efficient manner

Using our purpose built CRM to maintain accurate records of all enquiries and communication

Provide advice and guidance on the NDIS pricing arrangements and price limits to ensure our clients make informed choices and maximise their funding in accordance with their NDIS goals and budget

Maintain current knowledge of the NDIS and plan management and ensure compliance with NDIS legislation

Deliver all advise in a personalised and empathetic manner to maximise client satisfaction and retention

Proven data entry and accounts experience

Accurate and efficient data entry to assist with processing of accounts in a timely manner based on NDIS pricing arrangements and price limits

Responding to all accounts enquiries, electronic and verbal, in a professional and efficient manner

About You:

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

To be successful, you will demonstrate the following:

Essential

Experience in accounts payable and delivering exceptional customer service, ideally in NDIS Plan Management

Demonstrated experience in data entry in a financial setting

Prioritising a person-centred and positive outcome focused approach for all participants interactions

Exceptional interpersonal skills

Excellent verbal and written communication skills and the ability to maintain relationships at all levels

Strong attention to detail, time management, problem solving and organisational skills

Proficiency to sue multiple technology platforms and client management systems

Desirable

Experience working in a NDIS environment or supporting people with disability and/or their families

Certificate III in Disability would be advantageous

Cert IV in bookkeeping and accounting

Benefits:

Alpha Plan Management offers:

Competitive remuneration, based on experience

Supportive and collaborative team environment

Established structure and dynamic systems to enable transparent service delivery.

Apply Now:

Please submit a Cover Letter and Resume addressing the criteria, as soon as possible. The recruitment process will commence immediately.

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