Client Intake Coordinator - NDIS & Aged Care

Sea Change Health Professionals; Shellharbour; On-site; AUD 60,000 - 80,000; Full time

Job summary

Sea Change Health Professionals is seeking an energetic Client Intake Coordinator to manage the front end of the client journey at our Shellharbour office. You will convert leads into clients and ensure a smooth start for new clients, working closely with clinicians and the operations team.

In this role you will triage referrals, respond swiftly across channels, and maintain accurate records in our CRM and practice management software, contributing to a strong first impression for referrers and

Qualifications

• Experience in intake, sales, or client-facing roles in health or allied services.
• Strong phone and written communication with a professional manner.
• Proven ability to handle high volumes of enquiries and follow up promptly.

Responsibilities

• Receive, triage and process new leads and referrals quickly and accurately.
• Respond to enquiries by phone, email and online channels promptly.
• Guide prospective clients, families and carers through service options.
• Build relationships with referrers, plan managers and GPs.
• Convert enquiries into confirmed clients and maintain pipeline.
• Handle onboarding data entry, service agreements and docs.
• Collaborate with clinicians to match clients with services and timing.
• Keep CRM and practice management systems accurate and up-to-date.
• Track referral sources, conversions and turnaround times; support intake reporting.

Skills

Intake experience

Sales mindset

Client-facing

CRM proficiency

Stakeholder liaison

Tools

CRM software

Practice management systems

Job description

Sea Change Health Professionals is seeking an energetic Client Intake Coordinator to manage the front end of the client journey at our Shellharbour office. You will convert leads into clients and ensure a smooth start for new clients, working closely with clinicians and the operations team.

In this role you will triage referrals, respond swiftly across channels, and maintain accurate records in our CRM and practice management software, contributing to a strong first impression for referrers and