Account Coordinator - Bristol
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