Case Management Claims Administrator

Team – Vitality Care

Working Pattern - Hybrid – 2 days per week in the Vitality Bournemouth Office. Full time, 35 hours per week. 

Top 3 skills needed for this role:

What this role is all about:

The Complex Claims Administrator role sits within the Complex Care team and provides essential administrative support to case management activities across a range of specialist healthcare claims. The role plays a key part in delivering efficient service to patients, healthcare providers and internal colleagues through accurate record management, communication support and case administration. This is an excellent entry-level opportunity for someone looking to develop a career within Private Medical Insurance, with full training provided and exposure to a broad range of healthcare administration processes.

Key Actions

• Upload signed documents (DocuSigns) to our internal system
• Help prepare and send letters to patients (e.g., welcome letters, next steps)
• Keep records up to date and organised with Salesforce and other internal systems
• Triage (sort and forward) incoming emails to the right team members
• Answer incoming calls and take messages when needed for the Complex Claims area
• Make simple outbound calls to hospitals or consultants to follow up on information
• Respond to WhatsApp messages with guidance from the team
• Help and payment of NHS cash benefits and NHS-to-private patient transfers
• Follow up on reports for oncology cases (clinical reporting)
• Support with general patient and provider queries
• Assist with corporate pricing queries by gathering information
• Help process payments for fertility and gender-related treatments

What do you need to thrive?

• Friendly, and professional, written and spoken communication
• Basic computer skills (Email, Microsoft Word and Excel)
• Good attention to detail and accuracy
• Willingness to learn and take direction
• Reliable and organised approach to work
• Ability to work as part of a team