Credit & Billing Associate

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To manage a ledger of companies with key tasks being; raising invoices, collecting and reconciling payments, credit control activities, cash allocation and query resolution. Collating and setting up mandates for companies paying for Health Shield schemes by direct debit. Building and maintaining relationships with key contacts at our clients and brokers acting as main point of contact for all issues relating to credit and billing. To input payments and contributions onto the Sales Ledger and allocate them accordingly.

Principle Accountabilities

  • Ensure individual and departmental KPIs are achieved
  • Monitor incoming credit and billing emails actioning where appropriate and distributing to internal departments to ensure efficient processing and/or resolution
  • Liaise closely with the Membership Team to ensure accuracy of invoices produced and elimination of avoidable errors
  • Issue completed member documents, part two, to key contacts within payroll to ensure contributions are taken at the correct value
  • Ensure valid company direct debit mandates are in place
  • Match contribution listings provided by clients with BACS and cheque payments
  • Reconcile all contribution listings with Health Shield company listings from the Navision system
  • Process refunds and collect arrears
  • Resolve queries raised by the Claims Department
  • Take responsibility for the credit control of own ledger, monitoring regularly by running aged debt reports and taking appropriate action when required
  • Bank cheques
  • Process card payments made direct from members over the phone
  • Assist with the minimising of business risk, identify risk events and follow through the reporting procedure as required
  • Become involved in projects, working with other teams to devise and refine business processes
  • Undertake any other duties as requested by the Credit & Billing Team Leader or Head of Credit, Billing and Fraud.
  • Be aware of Health & Safety issues, following through the reporting procedure as required

Contact with Others


  • Membership department
  • Claims department
  • Sales & Marketing department


  • Health Shield members
  • Company contact
  • Payroll offices
  • Intermediaries

Education, Skills and Knowledge Required

  • English & Maths GCSE Grade C or better
  • Verbal & written communication skills
  • Organisational skills
  • Ability to work with others and on own initiative
  • IT literate including good working knowledge of MSExcel and MSWord
  • Experience of working within transactional finance

Work arrangements

  • Full-time Monday to Friday 37 ½ hours
  • ½ an hour unpaid lunch break


  • Competitive salary
  • Free car parking
  • Free electric hook up for electric cars
  • Corporate membership of the Health Shield medical cash plan after completion of probation (6 months)
  • 25 days annual leave plus bank holidays
  • Free on site gym
  • Free refreshments (tea, coffee, juice etc.)
  • Training and development support
  • Wellbeing initiatives
  • Quarterly on site wellbeing therapy treatments
  • Employee development scheme – staff can get a contribution towards non work related personal development activities
  • Salary sacrifice schemes

This is a permanent full-time role working 37½ hours Monday – Friday.

If you are interested in applying for this post please download an application form or request one by emailing: or by telephoning (01270) 503963.

Closing date: Wednesday 5th December 2018

We are an equal opportunities employer and welcome applicants from all sections of the community.