Finance Assistant - Credit Control

Vitality; Bournemouth; Hybrid; GBP 28,000 - 35,000; Full time

Job summary

A leading company in Bournemouth is seeking a Credit Control professional to manage health premium debtors efficiently. This role involves ensuring timely actions on premiums due, maintaining compliance with regulations, and providing excellent customer support. The ideal candidate will possess strong numeracy and computer skills, with a focus on learning and adapting to new systems. The position offers a hybrid working pattern and various benefits to support employee well-being.

Benefits

Performance-based bonus schemes

Up to 12% pension contribution

Vitality health insurance

Life Assurance—four times your annual salary

Qualifications

• Assist in managing Health premium debtors and ensure compliance with policies.

Responsibilities

• Contact debtors promptly and allocate payments accurately.
• Process premium refunds and manual system adjustments.
• Support account-related queries and participate in quality checks.

Skills

Computer Literacy

Excel

Numeracy

Job description

Team -

Credit Control

Working Pattern -

Hybrid - 2 days per week in the Vitality Bournemouth Office. Full time, 35 hours per week.

Opportunities Available:

• Permanent Position
• 12-Month Fixed-Term Contract (FTC)

We are happy to discuss flexible working!

Top 3 Skills Needed:

• Must be computer literate and eager to learn new systems
• Basic Excel skills and ability to use multiple systems
• Excellent numeracy skills

Role Overview:

Assist in managing all Health premium debtors, ensuring prompt and appropriate actions when premiums are due, while maintaining all regulatory requirements and company policies.

Key Responsibilities:

• Contact all identified debtors promptly using available communication options.
• Allocate cheque, EFT, and Credit Card payments to the applicable plan; investigate and resolve any shortfalls or overpayments.
• Process premium refunds accurately and ensure timely release to customers.
• Process manual system adjustments (write-offs and write-backs) accurately, applying delegated authority levels where applicable.
• Participate in business incentives and initiatives, e.g., month free.
• Assist with account-related queries from internal and external customers.
• Provide expert support regarding accounts, BACS, and Direct Debit rules.
• Assist with Quality Assurance checks within the Credit Control team.

Benefits:

• Performance-based bonus schemes
• Up to 12% pension contribution, with company matching up to 6%
• Vitality health insurance with rewards and benefits
• Life Assurance—four times your annual salary

For more benefits, visit our careers page.

Our Promise to You:

• Support your health and well-being
• Create an inclusive environment
• Offer flexible working options
• Help you develop your career
• Empower your voice and growth
• Encourage learning through trial and error
• Balance challenge with support
• Recognize your contributions with competitive salary and benefits
• Be there when you need us
• Provide opportunities to contribute positively to society

We aim for you to feel a sense of belonging and support to be happy and healthy.