Account Coordinator

Found in: beBee jobs GB - 2 weeks ago


Bristol, Bristol, United Kingdom DAC Beachcroft Full time
Job Introduction

DACBeachcroft has an exciting opportunity for an Account Coordinator to join our Professional & Commercial Risk cluster on a full-time, permanent, hybrid basis in our centrally located Bristol office.

The Account Coordinator is responsible for submission of all invoices, management of further e-billing submissions (for other shares/VAT) after lead approval/finalisations and chasing all debt for the PCRS department.

Main Responsibilities
  • Checking invoices received from our finance team ensuring they have been billed as per the instructions, then forwarding to the relevant clients by email/electronic means in accordance with our Service Level Agreements
  • Monitoring all e-billing reductions to ensure prompt turnaround of any appeals/agreed credit notes or any issues
  • Dealing with further submissions of other shares/VAT by forwarding these to the relevant e-billing teams/relevant clients and Insureds by email/electronic means in accordance with our Service Level Agreements
  • Dealing with invoice-related queries from clients in an efficient and professional manner
  • Assisting the team with queries on financial matters such as billed/unbilled time, disbursements, billing and client account balances
  • Running periodical Management Information reports
  • Liaising with our finance team to resolve account queries
  • Chasing debt directly with clients/Insureds and liaising with e-billing teams to ensure efficient protocols are being met and minimise lock up
  • Communicating with team FEs and CRPs with any key information/issues or changes in e-billing criteria
  • Ability to handle confidential information in line with the Firm's data security protocols
    Key Skills
    • Must be highly organised with the ability to effectively manage and prioritise a full workload under pressure and within prescribed timescales
    • Able to work unsupervised and on own initiative with a pro-active and flexible approach
    • Must have a good eye for detail and excellent numeracy skills
    • A good knowledge of Excel
    • High standard of written and oral communication skills with the ability to liaise confidently and professionally with clients and colleagues at all levels.
    • Team oriented with a willingness to share knowledge with and support other members of the team/cluster
    • Experience of using a case management systems (VisualFiles and imanage)
    • Experience/understanding of finance systems (3E and Chrome River)
    • Previous finance/billing experience within a professional services environment is ideal but not essential
      DAC Beachcroft

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