Apprentice ITC Clerk, Income, Treasury and Cashiers

You will work across the Finance Department Teams including:

The Income & Systems Team

• Printing and posting documents & letters; ensuring necessary attachments are correctly posted
• Updating system notes in an accurate and timely way
• Ensuring customer records are accurate and complete e.g. obtaining contact details
• Checking / raising invoices & credit notes; seeking further information as required
• Undertake introduction to Excel training
• Manage returned post by through tracing activities
• Process write offs and write backs, ensuring appropriate approvals are held and notes support the activity
• Assist in the management of Debt Collection Agency accounts:
• Access Digital Debt Gateway and print remittances / refer to Cashiers
• Check for queries raised by the agents / refer to credit controllers / follow up for responses and update the agents.
• Update system notes as each stage
• Prepare spreadsheets of new cases for referral to the agents
• Close cases with the agents when appropriate
• Attend supplier management meetings / taking & producing minutes with support
• Project - set up reporting format and circulate to stakeholders with supporting analysis

Treasury & Cashiers Team:

• Proactively contact payers for remittance advices by ‘phone and email
• Input & balance cash and credit card batches
• Assist with queries at the patient window / pay cash for expenses etc. and balance the till
• Proactively contact credit card payers whose transaction fails to offer support in making the payment
• Review refund requests made by postal application and obtain further information / seek approval to pay or reject as appropriate
• Project – set up reporting format and circulate to stakeholders with supporting analysis

Credit Control Team:

• Chase remittances from payers
• Manage instalment accounts
• Undertake vulnerable debtor training
• Update system notes
• Prepare write offs and write backs.
• Help to resolve disputes by liaising with stakeholders by phone / email and in person
• Chase payments via SBS as directed. To include phone / email and escalating as a complaint
• Proactively seek repayment from different classes of debtor as directed
• Deal with insures over shortfall payments – update records and policyholders as appropriate. 
• Recommend accounts for write off / referral to debt collection agents

• Communication skills
• IT skills
• Attention to detail
• Organisation skills
• Customer care skills
• Problem solving skills
• Administrative skills
• Number skills
• Analytical skills
• Logical
• Team working
• Initiative

• English GCSE or equivalent, grade 3 (Essential)
• Maths GCSE or equivalent, grade 4 (Essential)