Job description

Plan Hero

Plan Hero is an NDIS plan management company. Plan Hero supports NDIS participants who have NDIS plans that are ‘plan managed’.

Plan Managers act as a personal administrative assistant to NDIS participants by checking all their invoices and making payments to their service providers, using funds from their NDIS plans.

We also make sure they are not over or underspending their NDIS budgets, are able to connect people looking for providers of disability services in their area and liaise with service providers.

Most importantly, we help participants make sure they can get the most of your their funding, and are supported in understanding how to use their funding.

DUTIES AND RESPONSIBILITIES:

We are looking to add to our energetic vibrant team. Specifically, we are looking to hire a new plan manager to join our team at Plan Hero.

The role of a plan manager will include:

• Processing invoices and provider payments daily
• Managing any payment issues, funding concerns or queries on behalf of the participant
• Ongoing budgeting & reporting of client funding
• Liaising with support providers, carers and authorised representatives regarding participants funding, goals and spend.
• Responding to any Plan Management enquires from Participants, Service providers and/or carers via phone and emails.
• Working with the Admin team to manage Participants NDIS Plan, Service Agreements and details in our CRM
• Managing client relationships
• Onboarding new participants
• Managing payments via the NDIS portal (PRODA)
• Keeping up to date with NDIS Quality and Safeguards, NDIS policies & plan management information, and software/systems

SKILLS NEEDED:

Being comfortable working within online platforms and software. The following would be helpful:

• Zoho CRM
• Salesforce
• Excel/Word/PDF
• PRODA

If you don’t have experience in the specific software platforms we are using, you should be able to teach yourself to use them, however basic training will be provided.

Be prepared to embrace each task as your own! Bring your ideas as to how we can do things better, faster and more efficiently.

Be happy and prepared to engage and work as a team. We value each other, treat each other with respect and do our best. We are a family that will support you, help you grow your skills and ability and help you achieve your best.

There is opportunity to grow with the company.

THIS ROLE WILL SUIT SOMEONE WHO:

This role will suit someone who is happy to work autonomously and on a variety of projects. It would suit someone who is ordered, efficient and skilled at data entry. This is a role for someone who enjoys connecting with people (over the phone), working on solutions, and providing guidance and support to participants, carers and providers.

Joining the Plan Hero team would be perfect for someone that wants to see the impact they are having on the disability community – everything you do will have impact and make people’s lives better.

You should be flexible and happy to work where you are most needed within the group. Life will never be boring or short of laughter.

This role can be performed as a combination of at home and at the office.

HOURS:

Part time with the view to move to full-time after 3 months (Flexible based on the right candidate).

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