About The Role
Team Adviser Service - Corporate
Working Pattern - Hybrid 2days per week in the Vitality Bournemouth Office.Full time, 40 hours per week.
We are happy to discuss flexible working!
Top 3 skills needed for this role: Advanced data reconciliation and financial accuracy confidently managing complex reconciliations and premium adjustments across multiple systems
Proficiency in financial systems and Excel including experience with platforms like Xero, Sage, or QuickBooks, and strong Excel skills (e.g., VLOOKUPs, Pivot Tables)
Clear communication and problem-solving effectively handling discrepancies, liaising with clients and brokers, and managing difficult conversations professionally
What this role is all about:
Were looking for a detail-drivenCorporate Invoicing Analystto join our Corporate Health Finance team. Youll play a key role in managing over £110M in annual billing for our fast-growing corporate health portfolio. This is a hands-on role requiring strong reconciliation skills, financial accuracy, and the ability to work with complex data across multiple systems.
Youll be part of a small, cooperative team responsible for delivering accurate, timely invoicing and maintaining strong relationships with internal teams, clients, and brokers.
Key Actions Generate accurate and timely invoices using manual processes, Heal, and Xero systems
Perform 3-way reconciliations between client data, Heal enrolment, and invoice records
Apply invoice payments using BACS or direct credit information from Treasury
Manually replicate master data changes across systems to ensure consistency
Calculate and reconcile mid-term and year-end premium adjustments
Investigate and resolve premium discrepancies in collaboration with client managers and brokers
Ensure compliance with HMRC best practices and internal financial controls
Liaise with Treasury and support credit control activities
Conduct peer reviews of invoices to ensure data quality and accuracy
What do you need to thrive? Studying towards, interested in studying, or holding a relevant finance qualification such asACCA, CIMA, AAT, or ACA
Excellent Excel skills and confidence working with large datasets
Analytical mindset with a passion for accuracy and customer service
Strong written and verbal communication skills
Ability to work independently, manage tight deadlines, and collaborate across departments
Professional, proactive, and adaptable approach with a can-do attitude
So, whats in it for you? Bonus Schemes A bonus that regularly rewards you for your performance
A pension of up to 12% We will match your contributions up to 6% of your salary
Our award-winning Vitality health insurance With its own set of rewards and benefits
Life Assurance Four times annual salary
These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page. Fantastic Benefits. Exciting rewards. Great career opportunities!
If you are successfulin your application and join us at Vitality, this is our promise to you, we will: Help you to be the healthiest youve ever been.
Create an environment that embraces you as you are and enables you to be your best self.
Give you flexibility on how, where and when you work.
Help you advance your career by playing you to your strengths.
Give you a voice to help our business grow and make Vitality a great place to be.
Give you the space to try, fail and learn.
Provide a healthy balance of challenge and support.
Recognise and reward you with a competitive salary and amazing benefits.
Be there for you when you need us.
Provide opportunities for you to be a force for good in society.
We commit to all these things because we want you to feel that you belong, and are supported to be happy and healthy.
About The Company
We're really excited to announce that we have recently been awarded "Top 10 Best Places To Work" in The Sunday Times Awards 2024!
Vitality is a multi-award-winning UK insurance brand, here to make the world a healthier, happier place.
Weve been a purpose and values-driven business from day 1- long before it became fashionable. Our core purpose is to make people healthier and enhance protect their lives. Vitality pioneered shared-value insurance. We incentivise people to live healthier longer lives they benefit, our business benefits, and society benefits. Were successful because we attract, develop, and retain the best people and because we care.
Plus, you get to join our 1.7+ million members with access to our unique health insurance and healthy living programme. Just to make sure you know our products inside and out.
Diversity & Inclusion
At Vitality, were committed to diversity and inclusion because its good for our employees, for our business, and for society. We welcome applications from individuals of all backgrounds, experiences, and perspectives.
Vitalitys approach to sustainability
Vitality is a business that drives positive change. We reward people for making and sustaining healthier choices. But healthy people also need a healthy environment. To learn more please visit our Careers page.
If we are fortunate in receiving a high volume of quality applications we may need to close this vacancy early.
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