Go to job search

Personal Health Budget (PHB) Monitoring Administrator

We are Purple

Personal Health Budget (PHB) Monitoring Administrator

£23088

We are Purple, Chelmsford

  • Part time
  • Permanent
  • Remote working

Posted 2 weeks ago, 4 May | Get your application in now before you miss out!

Closing date: Closing date not specified

job Ref: b035da986ce345888982adaa9abb4544

Full Job Description

  • To monitor all self-managed PHB accounts, collate receipts, reconcile accounts and report to the relevant Integrated Care Boards (ICBs)

  • To review that each client is using the funds appropriately and escalating issues, both internally and with commissioners, in accordance with agreed procedures.

  • To maintain accurate and up-to-date customer details and records for all patients on CRM and related systems.

  • Monitoring inboxes across required contracts.

  • To work with Payment, EAG and Support Planning colleagues to manage customer relationships and address day to day issues and enquiries, including the management of ceased accounts, in line with patient preferred communication methods.

  • Recognise where customers may be vulnerable to financial or other abuse, and take appropriate action to alert others to ensure they are appropriately safeguarded., Our values underpin everything we do and are the guiding beliefs and principles of Purple - we are:

  • Authentic - lived experience is our most valuable raw material

  • Accessible - from corporates to microenterprises, disability organisations to individual disabled people. We support all.

  • The experts - humble but knowledgeable in finding solutions.

  • Creative - global to local. We develop and deliver innovative approaches to the issues of today.


    • Purple is committed to safeguarding and promoting the welfare of vulnerable adults, children and young people, and expects all employees, contractors and volunteers to share this commitment. All post holders will be subject to appropriate pre-employment vetting procedures and, where eligible, a satisfactory Disclosure and Barring Service check.

  • Eligibility to work in the UK

  • Ability to commute to the Chelmsford office

  • Excellent communication skills with the ability to communicate with a wide range of audiences in a variety of different ways.

  • Excellent administrative skills, with the ability to track and record data accurately and effectively.

  • Able to work proactively and independently, as well as part of a team.

  • Strong IT knowledge, including the use of Microsoft and CRM software.

  • Excellent organisational skills with the ability to prioritise competing tasks.

  • Experience of delivering customer services through a range of mediums including face to face, telephone and email.

  • An eye for detail and a 'get it right first time' attitude.

  • An ability to use initiative to problem solve issues and to escalate in a timely manner where required.


    • Desirable
  • Experience of supporting customers with disabilities.

    Purple has over 30 years of experience in supporting organisations across public and private sectors to become more accessible and disability inclusive. We provide a range of support for disabled people including support planning, payment and payroll services and independent advice.


    • Your Role:

    To provide excellent, proactive and high quality customer services at all times via a range of communication methods showing empathy, and understanding, for the specific needs of the customer.

    To ensure the proactive management of self-managed, Personal Health Budget patient accounts.

    This role will be both telephone and administration-based, answering incoming and making outgoing calls from/to our clients and customers, and ensuring the efficient monitoring of their accounts in line with contractual expectations.

    This role is a zero-hours contract, but likely to be approximately 15-20 hours per week on average, with the opportunity and expectation that hours could increase with demand to bring outstanding work up-to-date and at key times of the month in line with monitoring deadlines. Hours arranged to be mutually convenient.

    This role will be Hybrid working from home and the Chelmsford office. To prepare you for this role there will be a period of training in the Chelmsford office.