Health Trust Adviser
Job Description:

KEY SKILLS/QUALIFICATIONS NEEDED FOR THIS ROLE

• Experience within a finance role (Financial Administrator, Accounts Assistant or Bookkeeping experience) would be beneficial
• Strong organisational and time management skills
• Excellent attention to detail and analytical thinking
• The ability to build strong relationships with internal and external customers
• A proactive, self-motivated approach with good judgement
• Excellent written and verbal communication skills
• The ability to work independently and prioritise your workload
• A commitment to compliance and continuous learning

In this role, you’ll:

• Manage a dedicated portfolio of Health Trust clients
• Calculate benefit funds and associated fees, monitoring claims against balances
• Produce accurate invoices in line with contractual agreements
• Provide billing guidance to account managers and challenge inappropriate requests
• Follow credit control processes to chase outstanding invoices
• Monitor fund balances and investigate any issues
• Reconcile daily bank receipts and ensure records match general ledger balances
• Update financial and membership information on internal systems
• Investigate and resolve customer account queries
• Provide internal management information and support P11D requests
• Handle correspondence from clients and internal teams
• Log and resolve complaints, escalating where necessary
• Use internal systems confidently and suggest process improvements
• Maintain your own personal development plan and regulatory trainin

Joining Bupa in this role you will receive the following benefits and more:

• 25 days holiday, increasing with service, plus the option to buy or sell
• Enhanced pension and life insurance
• Access to Bupa health and dental insurance
• Mental health and wellbeing support
• Discounts on Bupa products and services
• Career development opportunities and internal mobilit