Client Intake Consultant - Mounties Care

Mounties Group; Sydney; On-site; AUD 65,000 - 75,000; Full time

Benefits offered by this job

Onsite parking

Discounted fitness & swim memberships

Training and development opportunities

Job summary

Mounties Group is seeking a dedicated Client Intake Consultant for a full-time role at our Mount Pritchard, NSW office. You’ll be the first contact for people enquiring about our home care services and will guide them through eligibility, funding, and My Aged Care processes.

Key duties include responding to inbound enquiries, meeting clients at home or in the office, recording leads in CRM, and coordinating with Care Managers to ensure smooth handovers and compliant service delivery.

Qualifications

• 2+ years in intake, sales, customer service or care coordination.
• Excellent phone and face-to-face communication with genuine empathy for older people.
• Strong organisation, follow-up and CRM skills.
• National Police Check, NDIS works check, WWC, driver's licence and reliable vehicle.
• Aged care, home care or disability experience.
• Knowledge of Support at Home and My Aged Care.
• Certificate III/IV in Individual Support or Ageing Support (desirable).

Responsibilities

• Respond promptly to inbound enquiries and follow up new leads and referrals by phone.
• Meet prospective clients and families at home, in the office and at community events.
• Assess needs, eligibility and funding, and explain services and costs clearly.
• Guide clients through My Aged Care, service agreements and handover to Care Managers.
• Record every lead in the CRM and report weekly on enquiries and conversions.
• Build relationships with hospitals, GPs, allied health and community referrers.
• Meet aged care quality, privacy and conduct obligations, and escape risks or complaints.

Skills

Intake experience

Sales / customer service

CRM skills

Empathy for elderly

Communication skills

Education

Certificate III/IV in Individual Support or Ageing Support

Tools

CRM system

Job description

ABOUT US

Mounties Group Values are Family, Honesty, Care, Innovation, Fun and Loyalty. We are a Mutuality which means our organisation is owned by its members and we exist to improve the lives of our members.

Mounties Group have over 280,000 members that use our services across a broad range of industry sectors including: Health & Fitness, Retail, Medical, Hospitality, Homecare and Allied Health.

We employ over 1,000 people and are rapidly growing, particularly in the Health and Wellbeing segment of our business. Our Head office is located in Mount Pritchard and supports businesses across NSW, QLD, VIC and the ACT.

ABOUT THE ROLE

Mounties Care Home care is searching for a dedicated Client Intake Consultant to join our team on a full-time at our office in Mount Pritchard, NSW!

The successful candidate will be the first point of contact for people enquiring about our home care services.

More specifically, some of your key duties will include but are not limited to:

• Respond promptly to inbound enquiries and follow up new leads and referrals by phone.
• Meet prospective clients and families at home, in the office and at community events.
• Assess needs, eligibility and funding, and explain services and costs clearly.
• Guide clients through My Aged Care, service agreements and handover to Care Managers.
• Record every lead in the CRM and report weekly on enquiries and conversions.
• Build relationships with hospitals, GPs, allied health and community referrers.
• Meet aged care quality, privacy and conduct obligations, and escape risks or complaints.

ABOUT YOU

The successful candidate will ideally have the following:

• 2+ years in intake, sales, customer service or care coordination.
• Excellent phone and face-to-face communication, with genuine empathy for older people.
• Strong organisation, follow-up and CRM skills.
• National Police Check, NDIS works check, WWC, driver's licence and reliable vehicle.
• Aged care, home care or disability experience.
• Knowledge of Support at Home and My Aged Care.
• Certificate III/IV in Individual Support or Ageing Support. (desirable).

WHAT'S IN IT FOR YOU?

• Supportive and inclusive team & culture
• Onsite parking available
• Discounted memberships to our fitness & swim centre
• Training and development opportunities

If you’re passionate about making a positive difference and supporting the lives of those around us, we want to hear from you!