Aims and purpose of the job:
To assist and work as part of the Debt Recovery team to ensure that robust and effective credit control procedures are followed across the David Allen group. To monitor outstanding client invoices and debt, communicating with clients to secure payment when required.
To provide administration support and assist in the recovery of outstanding debt for David Allen Recovery Solutions. To help develop and grow the business by promoting its services.
Duties to include:
Credit Control
• To build and maintain strong relationships with clients to facilitate payment arrangements and resolve any billing queries.
• To liaise with fee earners and any other relevant members of staff to communicate the status of overdue invoices and gather relevant client information, ensuring a robust procedure is in place for credit control at all times.
• To produce monthly excel reports for the practice partner and fee earners, communicating the status of their client debt.
• To monitor and update the status of client payments in the APS system. Namely, to produce and check daily reports in the system flagging overdue invoices.
• To maintain regular contact with clients to ensure that payment terms are met.
• To communicate with clients via email, telephone, text, and letter to follow up on outstanding invoices.
• To take client payments over the telephone.
• To send monthly statements to clients.
• To follow the process for long standing outstanding debt where applicable putting clients on stop when debt has been outstanding for 60 days and escalating to the wider team.
• To communicate regularly with DARS regarding the DACA debtors.
• To manage the department’s banking and reconciliation processes, processing client receipts, statements and interest charges as well as court fees and daily bank reconciliations.
Quality
General
• To attend and participate in regular team meetings.
• To ensure that client confidentiality is maintained at all times.
• To ensure that clients receive a first-class service, and any queries are dealt with correctly and efficiently.
• To continually look for ways to improve and develop the department.
• To manage all department administration including incoming and outgoing post, sorting and filing of all correspondence, and producing any required reports in a timely and efficient manner.
Central Duties
• To represent the business when required to ensure positive links, relations and networks.
• To show a commitment to equality, diversity and inclusion (EDI).
• To undertake personal development necessary to ensure effective performance in the role.
• To participate in relevant and appropriate training and development as required.
• To demonstrate the David Allen values of ambition, professionalism, knowledge, integrity, and respect in the work you do and during your appointment.
Education / Qualifications
5 GCSEs at grades A*-C (9-4) including Maths and English.
Willingness to undertake further qualifications in Credit Control.
Skills/ Knowledge/ Experience
Some experience of providing administrative support in an office environment.
Some experience of credit control, debt recovery or accounting work.
Numerical skills or aptitude towards numeracy and data.
Some experience with document and record filing/retention systems.
Excellent computer skills, ability to use Word/Outlook/Excel to a high standard.
High levels of accuracy and attention to detail with work methods to ensure accuracy in work.
Good written and verbal communication skills.
Excellent customer service and interpersonal skills.
Personal Behaviours & Qualities
Enthusiastic to learn and contribute to the business success of a team; a genuine interest in working in a credit control position.
Strong sense and understanding of quality in both an internal and client facing service.
Strong sense of team, willing to contribute to team objectives and support others to achieve their targets and work commitments.
Ability to plan, manage and prioritise work tasks and review flexibly.
Ability to use own initiative but know when to refer queries and take instructions.
Friendly but professional confident manner; with ability to build positive relationships with clients and colleagues.
Ability to demonstrate behaviours and expectations consistent with the David Allen values of ambition, professionalism, knowledge, integrity, and respect.
General
Ability to travel between offices and to undertake client home visits if required