Client Relationship Consultant
My Plan Manager
400 King William Street, Adelaide 50000
02.2022 - Current
- Educating clients and providers regarding NDIS practices and policies
- Educating providers around invoice practices and procedures
- Management of NDIS client funding and invoice processing
- Discussing management and projected budget expenditure with clients / authorised contact
- Client and business documentation analysis and evaluation
- Report processing
- Invoice processing
- Refund investigation and processing
- Reimbursement processing
- PRODA trained
- Resolved complex problems through thorough investigation and attention to detail
- Improved operations and provided exceptional service to maintain current clients and providers
- Prepared variety of different communications, reports and documents for clients and providers
- Informed clients and providers regarding changes and updates to NDIS guidelines
- Salesforce proficient