Onboarding Coordinator

Agilio Software Group; Runcorn; On-site; GBP 60,000 - GBP 80,000; Full time

Job description

Agilio Software Group is a leading UK healthcare operations software provider, delivering mission critical solutions that help healthcare organisations operate efficiently and compliantly.

Patient Plan Direct, is an award winning dental membership plan provider with over 15 years’ experience. The business supports dental practices with a simple, flexible, practice branded approach to patient plans, backed by expert advice and first class customer support.

Patient Plan Direct, part of Agilio Software Group, is growing and we’re looking to appoint an Onboarding Coordinator to join the team. You will join a friendly and professional team reporting directly to the Head of Client Services and work closely and collaboratively with our field‑based Business Development Team.

The role

Our committed Client Services team and experienced regional Business Development Managers help practices to launch a dental plan for the first time, introduce a plan to make the transition from NHS to Private, or transfer from another plan provider to make huge cost savings.

You will be responsible for onboarding new practices, alongside administrative duties as detailed below.

Key Responsibilities

• Manage the set‑up process and onboarding of new clients and the subsequent support.
• Data manipulation of both test and live patient imports.
• Raise new client agreements and invoices.
• Build new clients on their own dedicated web‑based portal.
• Undertake KYC checks via Creditsafe.
• Deal with all incoming simple switches and NHS conversions, including data, mailing etc.
• Create new client mandates.
• Create client QR codes.
• Respond to client queries via email, telephone and post where required.
• Support BDMs/Client Services team with onboarding questions / advice.
• Liaise with external competitors and complete regulatory documentation.
• Send and monitor bank authorisations.
• Liaise with mailing fulfilment house.
• Update client accounts on CRM.
• Ability to work to strict deadlines.
• Use appropriate judgment in communication regarding client issues / liaison.
• Actively participate in weekly team huddle meeting.
• Carry out any other duties that may reasonably be required.

Qualifications

The skills and experience which we are looking for in a Onboarding Coordinator are:

• Excellent IT skills – confident in the use of Microsoft Excel with core functions (VLOOKUP, IF, sorting, filtering) and other Microsoft Office programmes.
• Confident in the use of web‑based applications.
• Confident, positive, and professional attitude when making and answering client calls.
• Verbal and written communication skills.
• Willingness and ability to learn ‘on the job’ following initial training.
• Self‑motivated and willing to take the initiative.
• Excellent planning and organisational skills.

Additional Information

Job type: This is a hybrid position, with 1 day working from home and 4 days based in our Runcorn office (WA7 1LZ).

• Income Protection
• Life Assurance
• Enhanced pension
• Health Cash plan
• 28 days annual leave + bank holidays
• Sick pay scheme
• A range of flexible benefits available through our Agilio Flex portal

How to Apply

If you are interested in applying, please email your CV along with a covering letter to [e-mail].

We look forward to receiving your application!