Assessment Officer

2 weeks ago

Fleetwood, Lancashire, United Kingdom NHS Business Services Authority Full time
We are looking for a number of Assessment Officer's to join our team and carry out vital work that will support the Social Care sector - could this be you?

Our Assessment Officers review and process a range of different information sources to support handling claims for customers.

They are adaptable, diligent, customer focused and have a variety of different responsibilities and tasks - no two days are the same.

You will receive comprehensive training from our Student Services team to set you up to succeed in the role and you will work as part of a team - connected to others.


This is the perfect opportunity for someone looking to start or take the next step in their career, in a supportive, friendly environment with a team who will be focused on helping get the very best from you.


Our approach to finding the right person for this role will involve an in-person work-based assessment in Fleetwood on the week commencing 29th April 2024.

What do we offer?

27 days leave (increasing with length of service) plus 8 bank holidays

Flexible working (we are happy to discuss options such as compressed and part time hours)

Flexi time

Hybrid working model (training will take place from our Fleetwood location)

Career development

Active wellbeing and inclusion networks

Excellent pension (20.6% employer contribution)

Access to a wide range of benefits and high street discounts

Liaising directly with customers through different methods, including written and telephone communication. Delivering the best customer service possible.

Assessing, analysing and interpreting information sources quickly and accurately to issue the correct level of award for customers.


Use of our internal systems and conducting manual calculations to assess customer awards and then authorising payments through appropriate systems.

Quality checking work, identifying and correcting anomalies when found.

Using your initiative and discretion to answer customer and general queries.

Following relevant GDPR and Health & Safety guidelines when carrying out your work.

Ensure we are keeping accurate and timely records on relevant systems.

For a full list of role accountabilities, please refer to the attached job description.


As a team we are passionate about our people - we aim to create an environment that supports our colleagues to thrive, develop and progress.

Here at the NHS Business Services Authority (NHSBSA), what we do matters.

We manage the NHS Pension scheme, process prescription payments and much more.

Our services are used by NHS organisations, contractors and the public:
we take pride in being part of something so meaningful, that touches millions of lives.

Just as we design our services around the needs of our customers, we place our people at the heart of our organisation.

That's why when you join us, you'll be empowered and given the right support to help your career grow.

As one of the UK's Best Big Companies to work for, we're all connected to our values: Collaborative, Adventurous, Reliable and Energetic.

We care about our people, our purpose, and your progress.


We strive to offer a fantastic colleague experience, where every voice is heard, and every colleague is supported and respected.

Wellbeing, diversity and inclusion is at the centre of this, so when you join us, you can connect with our Lived Experience Networks who help us to bring our authentic selves to work.

We are people connected to care.

In this role, you are accountable for

Calculates the customer entitlement following guidelines and procedures, this will involve both manual and system calculations.


Calculates/recalculates changes to a customer award and authorises payments/underpayments/overpayments through the appropriate system, some cases of debt may need raising with the finance team.

Assess the entitlement of in year changes where a manual pro rata calculation maybe required.

Quality check all work streams across the service in line with monthly sampling guidance. This will also involve responding to queries raised by colleagues/ managers and updating the quality data base.


Perform a series of prepayment checks prior to customer funds being issued, taking necessary action where anomalies have been identified.


Uses own discretion to make decisions using procedures/technical instructions and uses own initiative to answer queries and where appropriate refer more complex casework/ queries to the appropriate team.

Investigate and responds to customer first line appeal.

Ensure customer records are updated accordingly and accurately on the relevant systems.


Manages own workload and operates all services in line with Service level agreements, internal agreements/policies, technical instructions/procedures and within agreed time scales.

Adheres to the general data protection regulation (GDPR) and works in accordance with quality standards. Ensures all personal copies of manuals are always up to date.

Adheres to health and

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