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For Companies At a Glance
- Tasks: Onboard new dental practices and support them with administrative tasks.
- Company: Join Agilio Software Group, a leader in healthcare operations software.
- Benefits: Generous salary, flexible benefits, and 28 days annual leave.
- Why this job: Make a real difference in healthcare while developing your skills.
- Qualifications: Strong IT skills, attention to detail, and a positive attitude.
- Other info: Hybrid role with great career growth opportunities in a friendly team.
The predicted salary is between 27500 - 29000 £ per year.
A hybrid role with generous benefits, offering a salary of £27,500 - £29,000 per annum.
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 of experience, supporting dental practices with a simple, flexible, practice-branded approach to patient plans, backed by expert advice and first-class customer support.
The Onboarding Coordinator will join a friendly and professional team, reporting directly to the Head of Client Services and working closely with our field-based Business Development Team.
The Role
Our committed Client Services team and experienced regional Business Development Managers help practices to launch a dental plan for the first time, introduce a plan to make the transition from NHS to Private, or transfer from another plan provider to make huge cost savings. You will be responsible for 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.
Essential
- 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.
Additional Information
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.
How To Apply
If you feel you have what it takes to join our team, please email your CV along with a covering letter to us. We look forward to receiving your application!
Onboarding Coordinator in Runcorn employer: Agilio Software
Contact Detail:
Agilio Software Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Onboarding Coordinator in 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 confident, positive attitude.
✨Tip Number 3
Showcase your IT skills during the interview! Be ready to discuss how you've used Excel and other web-based applications in past roles. We love seeing candidates who can demonstrate their tech-savviness.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the Onboarding Coordinator role. Plus, it keeps you on their radar!
We think you need these skills to ace Onboarding Coordinator in Runcorn
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Onboarding Coordinator role. Highlight relevant experience and skills that match the job description, especially your IT skills and client communication abilities.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're excited about the role and how your background makes you a perfect fit for our team at Agilio Software Group.
Showcase Your Attention to Detail: Since the role involves data manipulation and client onboarding, demonstrate your attention to detail in your application. Double-check for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Agilio Software
✨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 effectively.
✨Show Off Your IT Skills
Since the role requires excellent IT skills, particularly in Microsoft Excel, be prepared to discuss your experience with data manipulation and web-based applications. You might even want to bring examples of how you've used these skills in previous roles to demonstrate your capabilities.
✨Practice Your Communication
As an Onboarding Coordinator, you'll need to communicate clearly and professionally. Practice answering common interview questions out loud, focusing on your verbal and written communication skills. This will help you feel more confident during the actual interview.
✨Be Ready for Team Dynamics
Since you'll be working closely with the Client Services team and Business Development Managers, think about examples from your past experiences where you've successfully collaborated with others. Highlight your ability to build rapport and work as part of a team during the interview.
