Account Manager - Education Sector - #980556

The Portfolio Group

Date: 3 weeks ago
City: Manchester
Salary: £25,000 - £30,000 / year
Contract type: Full time
Work schedule: Full day
The Portfolio Group

This is a once in a career opportunity for an exceptional account manager to join a truly Sales and Service Led business, the industry leading EAP and OH provider & Sunday Times 'Best Places to Work' organisation, Health Assured. With an unrivalled track record of incredibly strong year on year growth of its subscription model business, Health Assured supports over 80,000 organisations and 13 million lives across the UK & Ireland. Part of the global Peninsula Group, with 14 companies and a group turnover in excess of £400m, there is substantial financial backing for further expansion, acquisition and international development. This represents an unparalleled career advancement opportunity for the exceptional individual.

The role

As a relationship manager focusing predominantly on the education sector, you will be responsible for your own portfolio consisting of faculties of around £1m annual revenue. You will develop and nurture your accounts to ensure client understanding and provide support with promotion through effective communication, while identifying further revenue opportunities. The role includes the support and day to day communication with one of Health Assured's partners within the education sector, and is key in the delivery of our continued partnership. Duties involve day to day management of your portfolio via virtual review meetings, presentations and attending occasional on-site client events (particularly during fresher's weeks). You will negotiate renewal terms, liaise with the intermediary and direct clients, provide excellent service levels, maintaining accurate client CRM records whilst working toward internal KPI measures.

Day to Day Responsibilities

  • Managing a portfolio of circa 100 key SAP, EAP and Occupational Health clients based across the UK and Ireland whilst being the internal champion of our SAP product
  • 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 client in collaboration with our partner
  • 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 and our partner
  • 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 within this sector
  • 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


  • 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



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