Vitality is an award winning, dynamic and vibrant financial services provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business. We’re the UK insurer and investment provider that rewards people for positive lifestyle choices. With 1.25m+ UK members and more than 25m globally, we’re out to make the world a healthier, happier place. This applies as much to our people as it does to our members.
Our CORE PURPOSE is to make people healthier and to enhance and protect their lives. From people to products and processes, we aspire to deliver on our purpose in everything we do.
Our VISION is to be the BEST financial services provider in the UK
We are looking for talented individuals who are committed to living our values and delivering an award winning service to our customers.
Overall Job Purpose
The main purpose of this role is to assist in the management of all Health premium debtors, ensuring prompt and appropriate actions are when premiums become due, whilst ensuring all regulatory requirements and company policies and procedures are maintained.
Ensure all identified debtors are contacted in a timely manner using various communication options available
Ensure all cheque, EFT and Credit Card payments are allocated to the applicable plan and any shortfalls or overpayments investigated and resolved.
Ensure all premium refunds are processed accurately and released to the customer in a timely manner.
Process manual system adjustments (write-off’s and write-back’s) in a timely and accurate manner, ensuring the delegated authority authorisation levels have been applied correctly where applicable.
Active involvement in business incentives and initiatives e.g. month free
Assist the business with all type’s of account related queries..
Provide expert support to both internal and external customers in respect of accounts queries, BACS rules and Direct Debit rules.
Assist with Quality Assurance checking within the Credit Control team.
Must be computer literate and engaged to learn new systems
Basic Excel skills and ability to use multiple systems
A good understanding of BACS guidelines and Direct Debit rules
Good understanding of internal Health Admin system and associated sub-systems
Working for Vitality, you'll experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best. We think work should be fun and sociable, and we want our people to get the most out of every day. Our people are chosen for their skills, knowledge, enthusiasm and attitude but above all, their belief that anything can be achieved.
As well as a highly competitive pay package, you’ll enjoy: complimentary breakfasts; regular onsite physical and mental wellness workshops; on-site health checks; annual flu jabs and access to our full range of partners and rewards. It’s what we call offering shared value, because a healthy, happy team is good for us, good for our members and good for you.