Retail Claims Analyst in Verwood

At Westcoast, we take pride in distributing some of the most renowned global IT brands to resellers, retailers, and organisations across the UK and beyond. As an innovative and inclusive company, we thrive on teamwork and the diverse talents of our people. We invite you to turn your passion into a rewarding career with us!

Westcoast is seeking a Retail Claims Analyst to join our dynamic team in either Reading, Berkshire or Verwood, Dorset. This is a full-time role (37.5 hours per week). As the UK’s largest technology distributor, Westcoast facilitates large volumes of pass-through promotional claims between our customers and vendors. In this role, you will manage these claims whilst ensuring we maintain accurate records of each stage of the claim, receiving relevant credits from our vendors and passing them onto the customers in a timely manner. Due to the potential working capital impacts of mismanagement, this is a pivotal role in Westcoast to ensure Westcoast is not funding this debt on behalf of our customers.

You will collaborate strategically with both internal and external stakeholders, manage multiple processes, adhere to stringent deadlines whilst ensuring precision and promptness. Utilising your excellent skills in Microsoft Excel, you will submit claims and sellout data to our vendors, maintain financial trackers, and provide regular updates on financial standings, while resolving discrepancies efficiently.

Your Day-to-Day Responsibilities Will Include:

• Claims Management: Oversee and maintain multiple financial trackers, ensuring meticulous management of financial claims. Raise invoices and credits, post on Sales ledger, manage ledger reviews to minimise aged debt.
• Vendor Relations: Liaise with vendors to prepare, submit, and reconcile claims, fostering strong relationships to guarantee timely reimbursements.
• Customer Relations: Work with our key retail customers to obtain all data relevant to any claim.
• Dispute Resolutions: Where claims are rejected, work across all parties to final resolution.
• Process Improvement: Experience in developing and refining processes and controls.
• Stakeholder Engagement: Participate in weekly review meetings, offering transparent updates on claims and debt statuses, and advocating for outstanding claims.
• Innovation Contribution: Engage in project work within the finance department to discover and implement new efficiencies and business opportunities.

To be successful in this role you will have some of the following skills and experience and the desire to develop in other areas:

• Strong MS Office skills especially Excel (Pivot tables, xLookUps, IF statements)
• Great communication skills with the ability to communicate effectively with individuals at all levels across the business.
• Excellent attention to detail and accuracy, able to spot mistakes and anomalies in data.
• Methodical and applies logic to tasks and decision making.
• Analytical – Ability to collate and understand ‘sell through’ data.
• Good team player with good time management and ability to work to deadlines and prioritise tasks.

This is a fantastic opportunity to immerse yourself in the IT industry, build lasting relationships, and grow with a Sunday Times Top Track 100 company.

Growth Opportunities: We offer training and development opportunities to help you reach your full potential. Whether it’s funded apprenticeships, work-based studies, or professional qualifications, we’ve got you covered.

Generous Benefits Package: A starting salary up to £32,000 depending on experience. Enjoy 25 days of holiday, employee referral bonuses, perks and discounts. (Theale only – New fully equipped gym available 24/7).

Wellbeing Support: Access to Westcoast Wellbeing services including mental health counselling, virtual GP services, physiotherapy, life insurance, eye care schemes, and more.

Community & Connection: Our teams enjoy social and charitable events throughout the year, fostering a strong sense of belonging.

If you’re ready to join a company that values its people and rewards success, click apply to start the quick application process (5-6 mins). Please note: Due to the high volume of applications, we may not be able to provide individual feedback for every candidate. If you don’t hear from us within 14 working days, kindly note that we have chosen to pursue other candidates for this opportunity. We appreciate your interest and encourage you to explore future opportunities with us.