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- Tasks: Onboard new dental practices and provide essential support to ensure smooth transitions.
- Company: Join Agilio Software Group, a leading UK healthcare software provider with a friendly team.
- Benefits: Enjoy a competitive salary, flexible working, generous leave, and health benefits.
- Why this job: Make a real difference in healthcare by helping practices thrive with innovative solutions.
- Qualifications: Strong IT skills, attention to detail, and a positive attitude are essential.
- Other info: Hybrid role with great career growth opportunities in a supportive environment.
The predicted salary is between 27500 - 29000 £ per year.
Agilio Software Group is a leading UK healthcare operations software provider, delivering mission critical solutions that help healthcare organisations operate efficiently and compliantly. Patient Plan Direct is an award-winning dental membership plan provider with over 15 years' experience. The business supports dental practices with a simple, flexible, practice branded approach to patient plans, backed by expert advice and first-class customer support. Patient Plan Direct, part of Agilio Software Group, is growing and we are looking to appoint an Onboarding Coordinator to join the team. You will join a friendly and professional team reporting directly to the Head of Client Services and work closely and collaboratively with our field-based Business Development Team.
The role involves:
- Managing the set-up process and onboarding of new clients and the subsequent support.
- Data manipulation of both test and live patient imports.
- Raising new client agreements and invoices.
- Building new clients on their own dedicated web-based portal.
- Undertaking KYC checks via Creditsafe.
- Dealing with all incoming simple switches and NHS conversions, including data, mailing etc.
- Creating new client mandates.
- Creating client QR codes.
- Responding to client queries via email, telephone and post where required.
- Supporting BDMs / Client Services team with onboarding questions / advice.
- Liaising with external competitors and completing regulatory documentation.
- Sending and monitoring bank authorisations.
- Liaising with mailing fulfilment house.
- Updating client accounts on CRM.
- Working to strict deadlines.
- Using appropriate judgment in communication regarding client issues / liaison.
- Actively participating in weekly team huddle meetings.
- Carrying out any other duties that may reasonably be required.
The skills and experience which we are looking for in an Onboarding Coordinator are:
- Excellent IT skills - confident in the use of Microsoft Excel with the use of core functions (VLOOKUP, IF, sorting, filtering) and other Microsoft Office programs.
- Confident in the use of web-based applications.
- Confident, positive, and professional attitude to making and answering client calls.
- Efficiency, accuracy, attention to detail.
- Verbal and written communication skills.
- Willingness and ability to learn 'on the job' following initial training.
- Self-motivated and willing to take the initiative.
- Excellent planning and organisational skills.
- Rapport building skills.
This is a hybrid position, with 1 day working from home and 4 days based in our Runcorn office (WA7 1LZ). Salary: £27,500 - £29,000 per annum + generous benefits including Income Protection, Life Assurance, Enhanced pension, Health Cash plan, 28 days annual leave + bank holidays, Sick pay scheme, and a range of flexible benefits available through our Agilio Flex portal.
If you feel you have what it takes to join our team, we look forward to receiving your application!
Onboarding Coordinator in London employer: Agilio Software Bidco Limited
Contact Detail:
Agilio Software Bidco Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Coordinator in London
✨Tip Number 1
Network like a pro! Reach out to current employees at Agilio Software Group on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing the company inside out. Familiarise yourself with their products and services, especially Patient Plan Direct. This shows you're genuinely interested and ready to hit the ground running.
✨Tip Number 3
Practice your responses to common interview questions, but keep it natural. Use the STAR method (Situation, Task, Action, Result) to structure your answers, especially when discussing your past experiences related to onboarding or client services.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your enthusiasm for the Onboarding Coordinator role can leave a lasting impression and show your professionalism.
We think you need these skills to ace Onboarding Coordinator in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your IT skills, especially with Microsoft Excel, and any relevant experience in client services or onboarding roles.
Craft a Compelling Cover Letter: Use your cover letter to showcase your enthusiasm for the role and the company. Mention why you’re excited about joining Agilio Software Group and how your background aligns with the Onboarding Coordinator position.
Show Off Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application demonstrates your verbal and written communication skills. Keep it clear, professional, and friendly!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Agilio Software Bidco Limited
✨Know Your Stuff
Before the interview, make sure you understand Agilio Software Group and its mission. Familiarise yourself with their products, especially Patient Plan Direct, and how they help dental practices. This will show your genuine interest and help you answer questions more confidently.
✨Show Off Your IT Skills
Since the role requires excellent IT skills, be prepared to discuss your experience with Microsoft Excel and web-based applications. You might even want to bring examples of how you've used functions like VLOOKUP or IF in past roles to demonstrate your proficiency.
✨Practice Your Communication
As an Onboarding Coordinator, you'll need to communicate effectively with clients and team members. Practice answering common interview questions clearly and concisely. Consider role-playing with a friend to build your confidence in verbal and written communication.
✨Be Ready to Discuss Teamwork
This position involves working closely with the Client Services team and Business Development Managers. Prepare examples of how you've successfully collaborated in previous roles. Highlight your ability to build rapport and support your colleagues, as this will be key to your success in the role.
