PA

Purpose of the role

Provide a first-class support service to the field-based associates, monitoring and managing their caseloads, regularly communicating to ensure deadlines are accurate and met, completing all processing of their non-clinical work and contributing to the development of the team and company.

Responsibilities

Take responsibility for a subset of associates, build professional working relationships with them and support them with all required aspects of their work
To undertake administration for the associates’ case management cases, assisting them with the management of their cases, ensuring all company processes are adhered to and recorded correctly on our case management system (CMS).
Proactively liaise with associates over upcoming workflow and assist with the renegotiation of deadlines in conjunction with the clinical managers, communicating with associates, checkers and/or customers as required
Manage administration of cases, ensuring the case is up to date on the CMS (e.g. case and task status), monitoring cost estimates and preparing document templates (e.g. Monthly Summary, 6 month reviews, ‘Comments On’ Reports
Close-out cases on Proclaim and the network drive when confirmed to be finalised and all invoices paid
To prepare, type, format, password protect and dispatch reports and letters from associates
Assist associates by arranging re-visits, Joint Expert meetings, Conferences or other visits
Monitor and proactively manage the caseloads for the associates (for example, reviewing upcoming work, scheduling, etc.), enabling them to complete their work with maximum efficiency, adhering to customer deadlines.
To prepare invoices using CMS and monitor estimates for cases
To help ensure the team is integrated with the other aspects of the business, through open communication, collaboration when appropriate and involvement in company events and meetings
To undertake general office tasks including faxing, filing, photocopying, scanning, arranging meetings, opening incoming mail, franking outgoing mail, booking appointments/diary management, answering telephone calls and taking messages, etc.
Maintain good relationships and a professional image with our staff, associates, customers and clients
To participate in training days and meetings as required
To ensure the office is maintained as a tidy and safe working environment, advise of any stationery supplies or requirements, and ensure the office is secured at the end of each working day
To ensure that line Manager is informed of any issues in relation to administrative workload, health and safety with regard to the office environment, or office organisational issues
To undertake any other duties as reasonably required

Performance & development

All staff are expected to take active part in the Individual Performance Review process and any training or development activities identified or arranged for them.

Data protection

All staff are expected to respect the confidentiality of all matters that they might learn in the course of their employment and comply with the General Data Protection Regulation.

Person profile

Administrative/office work experience
Excellent communicator, with good writing skills and a friendly telephone manner, and capable of building professional working relationships
High level of accuracy and attention to detail
Good time management and organisational skills
Strong customer focus
IT literate with experience using Microsoft Office Packages
Numerate
Able to multi-task, focusing on the task in hand
Pro-active and flexible

Desirable criteria

Experience in the case management, health, legal or insurance sectors
CMS experience

Salary of between £23,000pa - £25,000pa depending on previous experience.