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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, generous leave, health cash plan, and flexible benefits.
- Why this job: Make a real impact 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, 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 onboarding new practices and performing administrative duties as detailed below.
Key Responsibilities:- Manage the set-up process and onboarding of new clients and the subsequent support.
- Data manipulation of both test and live patient imports.
- Raise new client agreements and invoices.
- Build new clients on their own dedicated web-based portal.
- Undertake KYC checks via Creditsafe.
- Deal with all incoming simple switches and NHS conversions, including data, mailing etc.
- Create new client mandates.
- Create client QR codes.
- Respond to client queries via email, telephone and post where required.
- Support BDMs / Client Services team with onboarding questions / advice.
- Liaise with external competitors and complete regulatory documentation.
- Send and monitor bank authorisations.
- Liaise with mailing fulfilment house.
- Update client accounts on CRM.
- Ability to work to strict deadlines.
- Use appropriate judgment in communication regarding client issues / liaison.
- Actively participate in weekly team huddle meetings.
- Carry out any other duties that may reasonably be required.
- Excellent IT skills - confident in the use of Microsoft Excel with 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 Runcorn 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 Runcorn
✨Tip Number 1
Get to know the company inside out! Research Agilio Software Group and Patient Plan Direct, so you can chat confidently about their services and values during your interview. This shows you're genuinely interested and helps you stand out.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for common interview questions related to onboarding and client services. Think of examples from your past experiences that showcase your skills in communication, organisation, and problem-solving. Practice makes perfect!
✨Tip Number 4
Don't forget to follow up after your interview! A quick thank-you email reiterating your interest in the role can leave a lasting impression. Plus, it shows you're proactive and keen to join the team!
We think you need these skills to ace Onboarding Coordinator in Runcorn
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 personality and enthusiasm for the role. Mention why you’re excited about joining Agilio Software Group and how you can contribute to the team as an Onboarding Coordinator.
Show Off Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application is clear and professional. Use proper grammar and structure to demonstrate your verbal and written communication skills.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and keen to join 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 support dental practices. This will show your genuine interest in the role 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 other 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 for Scenario Questions
Expect questions that assess your problem-solving skills and ability to handle client queries. Think of specific examples from your past experiences where you successfully managed onboarding processes or resolved client issues. This will help you illustrate your capabilities and fit for the role.
