Client Intake - Aged and Disability Care
Core
Guide prospective clients through the intake and decision-making process for aged care and NDIS services, converting enquiries into active clients.
Role type
Client Intake Officer (Aged and Disability Care)
Builds
Client relationships and service onboarding for Aged Care and NDIS participants
Domain
Aged Care and Disability Support (NDIS)
Deliverable
client delivery
Required skills
face-to-face client engagement, NDIS framework knowledge, Aged Care funding knowledge, CRM management, referral pipeline generation, onboarding coordination, fee and service communication
Preferred skills
1+ year client intake or case management experience, negotiation skills, stakeholder relationship building
Responsibilities
Meet potential clients face-to-face to assess needs and recommend care solutions; Convert enquiries into active clients by guiding them through Support at Home and NDIS services; Coordinate onboarding including documentation, service transitions, and waitlist management; Generate and manage local referral pipelines via My Aged Care and NDIS portals; Communicate funding levels, fees, and service inclusions to clients; Maintain accurate CRM records and report on client acquisition performance.
