Client Intake Officer | Aged Care & NDIS

About My Guardian

My Guardian is a leading Aged and Disability Care provider dedicated to delivering compassionate high-quality home care services. We are passionate about empowering our clients to live independently with dignity and respect.

As we continue to grow an exciting opportunity has become available for a motivated and self-driven Client Intake Officer to join our team based in our SA this role you will work closely with the SA Business Development Managers (BDMs) while being structurally embedded within our Case Management Team. This position plays a critical part in building meaningful relationships and delivering exceptional customer service to prospective and existing Aged Care and NDIS participants across SA.

As a Client Intake Officer you will be the key point of contact for prospective clients and their families with a heavy focus on face-to-face engagement. You will meet potential clients directly to guide them through the intake and decision-making process ensuring they feel supported informed and confident in choosing My Guardian.

This is a fast-paced relationship-driven role requiring strong communication skills attention to detail and the ability to collaborate across teamsbridging the gap between front-end business development and ongoing case managementwhile maintaining a high standard of professionalism and care.

Key Responsibilities

• Engage with prospective clients primarily through face-to-face meetings as well as phone and email to assess their needs and recommend appropriate care solutions.
• Provide expert guidance to prospective clients on Support at Home (SaH) Packages and NDIS services converting enquiries into active clients.
• Work closely with the SA BDM team to pick up warm leads and act as a seamless link to the wider Case Management Team for ongoing care delivery.
• Generate and manage local referral pipelines through My Aged Care and NDIS portals networking and community the onboarding process from start to finish including documentation service transitions waitlist management and referral prioritisation.
• Clearly communicate funding levels fees and service inclusions to clients and families during face-to-face consultations.
• Maintain accurate CRM records monitor lead activity and provide reporting on regional client acquisition and conversion performance.
• Collaborate with rostering and clinical teams to ensure services are delivered in line with care plans and funded package levels supporting overall operational needs.

• You are client-focused confident and proactive with a genuine passion for face-to-face interaction. You have the ability to build rapport quickly and manage sensitive conversations with empathy and professionalism.
• You thrive in a target-driven environment and are comfortable guiding families through complex funding and service information striking the perfect balance between high-quality care and efficient intake processes.
• Minimum 1 year of client intake case management or customer-facing experience in a similar sector is preferred.
• Demonstrated knowledge of Aged Care (Support at Home / Home Care Packages) funding and NDIS frameworks.
• Exceptional customer service negotiation and influencing ability to build relationships with multiple internal and external stakeholders.
• Excellent interpersonal skills with high levels of resilience.
• Professional verbal and written communication skills.
  
  Why join us

  • Competitive salary package

  • Career growth opportunities

  • Supportive and positive office culture

    
    If this sounds like the perfect opportunity for you we would love to hear from you. Apply now by submitting your resume.

    Please note that only shortlisted candidates will be contacted.