Client Relationship Manager - #978704

The Portfolio Group


Date: 2 weeks ago
City: Manchester
Salary: £25,000 - £30,000 / year
Contract type: Full time
Work schedule: Full day
The Portfolio Group

An amazing opportunity has become available for an exceptional Account Manager to join the industries leading EAP and OH provider, Health Assured. Health Assured supports over 80,000 organisations and 15 million lives across the UK & Ireland - dedicated to providing a high standard, wellbeing service and assistance programme to businesses and employees. If you have background in Account Management, Retentions or Contract Renewal, we would LOVE to hear from you! You will have a track record of achieving targets and KPI's, as well as an eagerness to succeed and a genuine passion for providing your clients with the highest level of care and customer service. As a relationship manager, you will be responsible for your own portfolio of around 100 clients. You will develop and nurture your accounts to ensure client understanding and provide support with promotion through effective communication, while identifying further revenue opportunities. Duties involve day to day management of your portfolio via virtual review meetings, presentations and attending occasional on-site client events. You will negotiate renewal terms, liaise with intermediary and direct clients, provide excellent service levels, maintaining accurate client CRM records and negotiate renewal pricing whilst working toward internal KPI measures.

Day to Day Responsibilities

  • Managing a portfolio of circa 100 key EAP and Occupational Health clients based across the UK and Ireland, but predominantly in central UK.
  • Proactive client relationship management to ensure that targets are achieved for contract retention levels and renewal of premiums issued.
  • Project management and delivery of new client implementation, to ensure the Health Assured offering is fully imbedded into key corporate clients.
  • Supporting with tender and bid exercises to represent the relationship management function.
  • Renewal negotiations via intermediary and direct clients, always demonstrating return on investment for clients.
  • Delivery of consultancy services to clients regarding product options specialist service such as onsite training and Critical Incident Stress Management (CISM)
  • Identify opportunities to up-sell and actively promote additional services with a target of £10,000 new business per quarter.
  • Achieve 3 self-generated new business client wins per quarter.
  • Ensure we understand client needs and market changes, providing feedback to senior management in order to develop our proposition and remain ahead of the market.
  • Maintain the highest standard of customer service and support to the sales and bid team.
  • Maintain personal statistical renewal reports on a daily basis, highlighting at risk clients and further opportunities.
  • Providing weekly renewal and activity updates

What you bring to the team?

  • An organised individual with excellent attention to detail, accuracy, and consistency.
  • A customer service focus and committed to providing exceptional service across all channels - written, phone and face-to-face.
  • Possess excellent interpersonal skills and be able to build rapport and trust with others to forge meaningful business relationships.
  • Commerciality and the ability to apply knowledge in a practical, commercial manner.
  • Excellent communication skills both verbal and written, varying style depending on the audience.
  • Energy, commitment, and drive with dedication to the role, willingness to show flexibility when required, enthusiasm for the role and company development.
  • Have a can-do attitude, ability to multitask and be adaptable to change with the ability to work to specific targets and deadlines.
  • Will have a proven track record of working to key performance indicators (KPIs).
  • Strong IT skills
  • Driving licence desirable but not essential

Benefits

  • 25 days' holiday, plus bank holidays
  • Day off on your birthday
  • Cash plan for you (and your children, if any)
  • Holidays increase after 2- and 5-years' service
  • Contractual sick pay
  • Private medical insurance after 5 years' service
  • Pension Plan and Life Insurance
  • Pension plan contributions increase after 5- and 7-years' service
  • Holiday season bonus after 3 years' service
  • Profit share scheme
  • Season ticket loan scheme
  • Cycle to work scheme
  • Access to Employee Assistance Programme
  • Free breakfast every Monday and social sessions on the last Friday of the month with free food and drink - we call this Fab Friday!
  • Company incentives, access to discount schemes

If you would like to discuss the role further, please apply today and we'll be in touch!

P46695LFR

INDMANJ

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