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Client Intake and Assessment Specialist

2 months ago

Bartlesville, Oklahoma, United States Endeavour Foundation Full time
About the Role

We are seeking a highly skilled and experienced Client Intake and Assessment Specialist to join our Business Excellence team at Endeavour Foundation. As a key member of our team, you will play a critical role in supporting clients to achieve their goals through access to our services.

Key Responsibilities
  • Conduct comprehensive assessments of clients' support needs, ensuring that staff and leaders have the necessary training to meet specific support requirements.
  • Develop and implement initiatives and activities that drive growth, boost customer retention, build community awareness, and create pathways for people with disabilities to access our services across Queensland, New South Wales, and Victoria.
  • Provide a customer experience that aligns with Endeavour Foundation's values and behaviours, managing day-to-day relationships with clients, their families, and external referral organisations.
  • Foster collaboration with regional site leadership teams, supporting the co-creating and co-delivery approach across and within the business.
  • Match clients to life-changing services that support their goals and aspirations, maximising the usage of Individual NDIS funding levels.
  • Assist in the development of a relevant pipeline of qualified leads aligned to drive the growth and sustainability of our core customer program, helping to identify new market opportunities.
Requirements
  • Hold a degree in Social Work, Psychology, Human Services, or a relevant field.
  • Minimum 4 years' experience in the community services sector.
  • Experience analysing support needs and creating comprehensive assessments to maximise NDIS funding opportunities.
  • Large volume case management for disability or support networks is highly desirable.
  • Excellent relationship management, interpersonal, and communication skills with an engaging and inspiring communication style to leverage further opportunities.
  • Strong analytical skills with the ability to collect, analyse, and disseminate data to drive customer conversion ratios and provide actionable insights for key stakeholders.
  • Hold or be willing to obtain a Working with Children Check (Blue Card), NDIS Worker Screening Check (Yellow Card), National Criminal History Check (Fit2Work), and an open Driver's License with comprehensive insurance on your vehicle.