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Canny Group are often looking for people to join our team.

We are currently on the hunt for…

NDIS PLAN MANAGEMENT i Client engagement lead

Are you someone who wants to make a difference in people’s lives?

We’ve got an exciting opportunity for the right candidate to join our North Geelong-based progressive and multidisciplinary business within our NDIS Plan Management team.  Working alongside our accounting, financial planning and legal teams, we are on the hunt for an NDIS Plan Management Client Engagement Lead to join our highly skilled, knowledgeable, collaborative and supportive NDIS Plan Management team.

Working from our spacious, open-plan, light-filled and newly refurbished office in the Federal Mills Business Precinct, you will find yourself at home surrounded by luscious indoor greenery, forward-thinking team members and real people from real walks of life.

Joining our growing NDIS Plan Management team, this is a full-time position for a dynamic person-centred person who is committed to making a difference.  You will be the go-to team member for general client onboarding, engagement and plan-managed funding information, be a wizard in setting up and monitoring clients plan budgets and funds, and be a liaison point for our clients, including prospective and new clients.  As well, as provide invoicing processing support and a high level of support to our Head of NDIS Plan Management.

About You!

We don’t want just another person to add to the ‘staff’.  We want a team member, someone who is looking for a workplace to call home.  To truly succeed in this role, you must be enthusiastic, driven and self-motivated, thrive when working as a team, have initiative and be meticulous.  Most of all, we are looking for someone with a ‘yes, can do and willing to learn’ attitude.

So, what does a typical day in the life of an NDIS Plan Management Client Engagement Lead look like?  While we can guarantee no two days will be the same, this could be you…

  • Build and maintain participant relationships through onboarding of clients and the setup, monitoring and management of clients’ plan managed funds budgets;
  • Liaise with NDIS Participants, Plan Nominees/Child Representatives to provide support and information to understand their NDIS Plan and plan managed funding;
  • Accurate and efficient processing of provider claims and invoices and participant reimbursements within the CPM nominated timeframe;
  • Liaise with providers to guide on compliance with NDIS requirements and resolve any invoicing issues;
  • Ensure quality record keeping and capturing of client and provider liaison on our CRM;
  • Maintain current knowledge of the NDIA, NDIS, NDIS Quality and Safeguards Commission and disability sector, in particular in relation to participants;
  • Providing guidance and advice to team members regarding client plans, eligible supports within funded categories, and compliance with NDIS Pricing Arrangements, Operational Guides and associated NDIA and NDIS Quality Safeguards Commission information and documentation; and
  • Actively participate in business growth targets and stakeholder satisfaction.

Key Selection Criteria

  • Comprehensive knowledge and understanding of the National Disability Insurance Scheme participant plan concepts, supports, funding categories and the NDIS Pricing Arrangements and Price Limits, and associated NDIA and Quality and Safeguards Commission information and documentation;
  • Experience in a client engagement and liaison role;
  • Experience in delivering high quality outcomes through relationship management and high volume interactions;
  • Proven ability to identify, prioritise and manage multiple tasks and conflicting deadlines;
  • Experience in the use of CRM and financial software platforms;
  • Understanding and commitment to person-centred support and service to people with disability;
  • Excellent interpersonal, verbal and communication skills;
  • Valid NDIS Workers Screening Check;
  • Valid Victorian Working with Children Check (Employee);
  • Satisfactory Police Check;
  • Satisfactory Bankruptcy Check; and
  • Rights to work in Australia

Extra desirable requirements would look like… Acceptance of the Canny ethos “all people, all walks of life” and a determination to treat all people who interact with our office, in any capacity, with great respect in line with our ethos.

  • Ability to work well with all team members, inclusive of all personalities, in line with our Canny Culture;
  • Contribute to the maintenance of effective communication channels;
  • Identify and communicate to your manager, any issues or concerns impacting upon your performance and also make suggestions that will improve service quality;
  • Willingness to participate in the development and implementation of any new programs or projects; and
  • Self-motivation to continually update skills and knowledge by participating in training and education and reading professional publications.

What is our point of difference?

We are a family-owned business that has been operating for over 60 years, helping our clients from near and far.  We are passionate about the community that we work and live in and actively support our clients and local businesses.

We celebrate personal growth, thrive on learning and we embrace diversity and inclusion in our constantly evolving team.

We are strong advocates for workplace flexibility, whether that be in the form of working from home or ensuring that you are front and centre at your child’s awards assembly.

Salary + Applying!

Salary will be paid commensurate with experience, however, and indicative commencement range would be: $70,000 – $85,000.

To be considered for this position, please ensure both a cover letter and resume are supplied to: hello@cannygroup.com.au.

Applications close: 21st March 2024.

NDIS PLAN MANAGEMENT i NDIS Plan Management Assistant

Are you someone who wants to make a difference in people’s lives?

We’ve got an exciting opportunity for the right candidate to join our North Geelong-based progressive and multidisciplinary business within our NDIS Plan Management team.  Working alongside our accounting, financial planning and legal teams, we are on the hunt for an NDIS Plan Management Assistant to join our highly skilled, knowledgeable, collaborative and supportive NDIS Plan Management team.

Working from our spacious, open-plan, light-filled and newly refurbished office in the Federal Mills Business Precinct, you will find yourself at home surrounded by indoor greenery, forward-thinking team members and real people from real walks of life.

Joining our growing NDIS Plan Management team, this is a full-time position for a dynamic, person-centred person who is committed to making a difference.  You will be a wizard in efficient and accurate processing of provider claims and client reimbursements!

About You!

We don’t want just another person to add to the ‘staff’.  We want a team member, someone who is looking for a workplace to call home.  To truly succeed in this role you must be enthusiastic, driven and self-motivated, thrive when working as a team, have initiative and be meticulous.  Most of all, we are looking for someone who has a ‘yes, can do and willing to learn’ attitude.

So, what does a typical day in the life of an NDIS Plan Management Assistant look like?  While we can guarantee no two days will be the same, this could be you…

  • Accurate and efficient daily processing of incoming provider invoice claims and client reimbursements in compliance with the NDIS Pricing Arrangements and Price Limits, the NDIS operational guidelines and requirements as stated by the NDIS Quality and Safeguards Commission and the Canny Plan Management nominated timeframe;
  • Liaise with providers to resolve any invoice discrepancies;
  • Liaise with providers to guide on compliance with NDIS requirements;
  • Respond to income phone calls and emails;
  • Ensure quality record keeping and capturing of relevant information;
  • Maintain current knowledge of NDIA, NDIS and the disability sector; and
  • Actively participate in business growth targets and stakeholder satisfaction.

Key Selection Criteria

  • Experience and high-level skills in accurate and efficient accounts payable processes;
  • Experience in the use of CRM and financial software platforms;
  • Understanding and commitment to person-centred support and service to people with disability;
  • Proven ability to identify, prioritise and manage multiple tasks and conflicting deadlines;
  • Experience in delivering high-quality outcomes through relationship management and high-volume interactions;
  • Excellent interpersonal, verbal and written communication skills;
  • Working knowledge and understanding of the NDIS Pricing Arrangements and Price Limits and associated NDIA and NDIS Quality and Safeguards Commission information and documentation is desirable;
  • Valid NDIS Worker Screening Check;
  • Valid Victorian Working with Children Check (Employee);
  • Satisfactory Police Check;
  • Satisfactory Bankruptcy Check; and
  • Rights to work in Australia.

Extra desirable requirements would look like… Acceptance of the Canny ethos “all people, all walks of life” and a determination to treat all people who interact with our office, in any capacity, with great respect in line with our ethos.

  • Ability to work well with all team members, inclusive of personalities, in line with our Canny Culture;
  • Contribute to the maintenance of effective communication channels;
  • Identify and communicate to your manager, any issues or concerns impacting upon your performance and also make suggestions that will improve service quality;
  • Willingness to participate in the development and implementation of any new programs and/or projects; and
  • Self-motivation to continually update skills and knowledge by participating in training and education.

What is our point of difference?

We are a family-owned business that has been operating for over 60 years, helping our clients from near and far.  We are passionate about the community we work and live in and actively support our clients and local businesses.

We celebrate personal growth, thrive on learning and embrace diversity and inclusion in our constantly evolving team.

We are strong advocates for workplace flexibility, whether that be in the form of working from home or ensuring that you are front and centre at your child’s awards assembly.

Salary + Applying!

Salary will be paid commensurate with experience, however, an indicative commencement range would be: $50,000 – $65,000.

To be considered for this position within our team, please ensure both a cover letter and resume are submitted to: hello@cannygroup.com.au.

Applications close: 21st March 2024.