Skip to content

Our vacancies

Search Jobs  

Account Coordinator - Bristol

Please Note: The application deadline for this job has now passed.

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

This website is using cookies to improve your browsing experience. If you navigate to another page without changing the settings below you consent to this. Read more about cookies.