At Trio Plan Management, we're passionate about helping NDIS participants get the most from their funding while delivering exceptional service and support. As we continue to grow, we're looking for a Plan Manager to join our team and become a trusted point of contact for participants, providers and support coordinators.
If you enjoy helping people, have a solid eye for detail and take pride in delivering outstanding customer service, we'd love to hear from you.
About the Role
As a Plan Manager, you'll play a key role in ensuring participants' NDIS funding is managed accurately and efficiently. You'll support participants throughout their journey, process invoices and payments, and help build positive relationships with providers and support coordinators.
Your responsibilities will include:
- Reviewing invoices and service agreements in line with NDIS requirements and participant plans
- Processing payments accurately and efficiently
- Responding to enquiries from participants, providers and support coordinators via phone and email
- Liaising with providers to clarify invoice and service agreement details where required
- Assisting new participants through the onboarding process
- Maintaining accurate participant records and documentation
- Providing friendly,
professional support and helping participants understand the plan management process
About You
You'll be someone who:
- Enjoys helping people and delivering exceptional customer service
- Has excellent written and verbal communication skills
- Is organised, detail-oriented and enjoys problem solving
- Is confident using Microsoft Outlook, Excel and learning new systems
- Can manage competing priorities while maintaining a high level of accuracy
- Takes pride in producing high-quality work
- Brings a positive attitude and enjoys working as part of a team
- Has experience as a Plan Manager using Plannability would be preferred but not necessary.
Why Join Trio Plan Management?
- Competitive casual rate
- Work from home possible
- Supportive, collaborative and values-driven team
- Comprehensive training and ongoing development
- Opportunity to build a rewarding career within the NDIS sector
- Meaningful work that positively impacts the lives of people with disability
- A friendly workplace where your contribution is genuinely valued
Apply Now
If you're looking for a role where you can combine your administrative skills, attention to detail and passion for helping others, we'd love to hear from you.
Apply now and join the team at Trio Plan Management.
📌 Plan Manager (Perth)
🏢 Trio Plan Management
📍 Perth
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.