Client Intake - Aged and Disability Care
Core
Guide prospective clients through intake and decision-making for aged care and NDIS services via face-to-face meetings, phone, and email.
Role type
Client Intake Officer
Builds
Active client relationships and onboarding for Support at Home (SaH) Packages and NDIS services
Domain
Aged and Disability Care
Deliverable
client delivery
Required skills
face-to-face client engagement, needs assessment, care solution recommendation, onboarding coordination, CRM management, funding and fee communication
Preferred skills
knowledge of Aged Care funding and NDIS frameworks, lead generation, stakeholder relationship building
Responsibilities
Engage with prospective clients to assess needs and recommend care solutions; Convert enquiries into active clients; Coordinate onboarding, documentation, and waitlist management; Generate and manage referral pipelines; Communicate funding levels and fees; Maintain CRM records and report on acquisition performance; Collaborate with rostering and clinical teams.
Seniority
Entry-level to Junior
