Account Coordinator - Bristol, United Kingdom - DAC Beachcroft

DAC Beachcroft

Verified Company

Bristol, United Kingdom

1 week ago

Posted by:

Tom O´Connor

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Description

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

Monitoring all ebilling reductions to ensure prompt turnaround of any appeals/agreed credit notes or any issues
Dealing with invoicerelated 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 ebilling 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 ebilling 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 proactive 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