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- Tasks: Onboard new dental practices and support them with expert advice.
- Company: Join Agilio Software Group, a leading UK healthcare software provider.
- Benefits: Enjoy a competitive salary, generous benefits, and flexible working options.
- Other info: Hybrid role with excellent career growth opportunities and a friendly work environment.
- Why this job: Make a real difference in healthcare while developing your skills in a supportive team.
- Qualifications: Strong IT skills, attention to detail, and a positive attitude are essential.
The predicted salary is between 27000 - 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’re looking to appoint two Onboarding Coordinators 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 alongside 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 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 at our Runcorn office (WA7 1LZ).
- Salary: £27,000 – £29,000 + generous benefits.
- Income Protection.
- Life Assurance.
- Enhanced pension.
- Health Cash plan.
- 28 days annual leave + bank holidays.
- Sick pay scheme.
- 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!
Locations
Onboarding Coordinator in Cheshire, Runcorn employer: Agilio Software | Dental
Contact Detail:
Agilio Software | Dental Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Coordinator in Cheshire, Runcorn
✨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 practising common questions related to onboarding and client services. We recommend role-playing with a friend to get comfortable with your answers and show off your skills.
✨Tip Number 3
Show your enthusiasm for the role! During interviews, let your passion for helping clients shine through. Talk about how you can make their onboarding experience smooth and enjoyable.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our awesome team!
We think you need these skills to ace Onboarding Coordinator in Cheshire, Runcorn
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Onboarding Coordinator role. Highlight your relevant experience and skills, especially in IT and client communication, to show us you’re the perfect fit!
Show Off Your IT Skills: Since we’re looking for someone with excellent IT skills, don’t forget to mention your proficiency in Microsoft Excel and any web-based applications you’ve used. Give us examples of how you've used these tools effectively in past roles.
Be Professional and Personable: In your written application, convey a confident and positive attitude. We want to see that you can communicate well, both in writing and verbally, as this is key for the Onboarding Coordinator position.
Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Agilio Software | Dental
✨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 mention specific functions like VLOOKUP or IF statements that you've used in past roles. This will demonstrate your technical proficiency right off the bat.
✨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. You could even role-play with a friend to get comfortable with client scenarios, showcasing your positive and professional attitude.
✨Be Ready to Discuss Teamwork
Collaboration is key in this role, so think of examples where you've worked well in a team. Be ready to share how you’ve supported colleagues or contributed to group projects. This will highlight your ability to work closely with the Client Services team and Business Development Managers.