Onboarding Coordinator

Job Description Background:Agilio Software Group is a leading UK healthcare operations software provider, delivering mission critical solutions that help healthcare organisations operate efficiently and compliantly.Patient Plan Direct, is an award winning dental membership plan provider with over 15 years experience. The business supports dental practices with a simple, flexible, practice branded approach to patient plans, backed by expert advice and first class customer support.Patient Plan Direct, part of Agilio Software Group, is growing and were looking to appoint two Onboarding Coordinators to join the team. You will join a friendly and professional team reporting directly to the Head of the Client services and work closely and collaboratively with our field-based Business Development Team.The role:Our committed Client Services team and experienced regional Business Development Managers help practices to launch a dental plan for the first time, introduce a plan to make the transition from NHS to Private, or transfer from another plan provider to make huge cost savings.You will be responsible for onboarding new practices, alongside administrative duties as detailed below.Key Responsibilities:Manage the set-up process and on-boarding of new clients and the subsequent support.Data manipulation of both test and live patient importsRaise new client agreements and invoices.Build new clients on their own dedicated web-based portal.Undertake KYC checks via Creditsafe.Deal with all incoming simple switches and NHS conversions, including data, mailing etc.Create new client mandates.Create client QR codes.Respond to client queries via email, telephone and post where required.Support BDMs / Client Services team with onboarding questions / advice.Liaise with external competitors and complete regulatory documentation.Send and monitor bank authorisations.Liaise with mailing fulfilment house.Update client accounts on CRM.Ability to work to strict deadlinesUse appropriate judgment in communication regarding client issues / liaison.Actively participate in weekly team huddle meeting.Carry out any other duties that may reasonably be required.The skills and experience which we are looking for in a Onboarding Coordinator are:EssentialExcellent IT skills confident in the use of Microsoft Excel with the use of core functions (VLOOKUP, IF, sorting, filtering) and other Microsoft office programsConfident in the use of web-based applicationsConfident, positive, and professional attitude to making and answering client callsEfficiency, accuracy, attention to detailVerbal and written communication skillsWillingness and ability to learn on the job following initial trainingSelf- motivated and willing to take the initiativeExcellent planning and organisational skillsRapport building skillsAdditional InformationJob type: This is a hybrid position, with 1 day working from home and 4 days based at our Runcorn office (WA7 1LZ).Salary: 27,000 29,000 + generous benefitsIncome ProtectionLife AssuranceEnhanced pensionHealth Cash plan28 days annual leave + bank holidaysSick pay schemeA range of flexible benefits available through our Agilio Flex portalIf you feel you have what it takes to join our team, we look forward to receiving your application!

Created: 2026-03-07