Client Associate (Maternity Cover) - Home based

Health Partners Group; United Kingdom; Remote; GBP 22,000 - 27,000; Full time

Job summary

Health Partners is recruiting a Client Associate to support case management and delivery of occupational health services. You will coordinate appointments, liaise with clients, employees, clinicians and third parties, proofread and release reports, and handle invoicing and case closures.

The role emphasizes GDPR compliance, strong organisation, and excellent communication to support clients and the wider team. Remote UK-based, 37.5 hours a week, with a maternity/secondment contract.

Qualifications

• GCSEs in English and Maths required.
• Excellent verbal and written communication essential.
• Sound knowledge of GDPR regulations.
• Good IT skills including databases, telephony and Outlook.
• Able to take initiative and show attention to detail.
• Willing to develop professionally and work well in a team.

Responsibilities

• Manage Occupational Health cases: booking appointments, reviewing cases, chasing updates, and releasing reports.
• Handle invoicing and case closures.
• Answer calls, make outbound calls, and reply to emails.
• Coordinate with clients, employees, clinicians and third parties.
• Maintain GDPR compliance and protect sensitive information.
• Coordinate diaries for clinical staff and support timetable adherence.

Skills

Excellent communication skills

GDPR knowledge

IT skills (Outlook, databases)

Initiative & attention to detail

Customer service experience

Multitasking

Integrity & confidentiality

Case management experience in Health/Ọ

Working from Home experience

MS 365 including Word and Excel

GCSE English

GCSE Maths

Diary management

Education

GCSEs in English and Maths

Tools

Microsoft 365

Outlook

Database systems

Job description

At Health Partners, we pride ourselves on being one of the UK’s leading providers of occupational health and wellbeing solutions. We partner with organisations across diverse industries, helping them to support the physical and mental health of their employees.

Please note that the closing date for this vacancy is subject to change and the advert may close earlier if sufficient applications are received. We encourage early applications to avoid disappointment.

REF JOB: JOB7342

Role Outline

As a Client Associate, you will play a vital role in managing cases and ensuring the seamless delivery of our services. Your will coordinate appointments, liaise with clients, employees, clinicians, and third parties, proofread and release reports, and manage administrative processes such as invoicing and case closures.

You will act as a key point of contact to provide essential support and ensure sensitive information is handled securely in line with GDPR and company policies. This role requires excellent organisation, attention to detail, and strong communication skills to support our clients, their employees, and the wider team effectively.

What you’ll be doing

• Management of Occupational Health cases including: b ooking appointments; r eviewing cases, chasing updates and gathering information; r eviewing, proof reading and releasing reports; i nvoicing; c losing cases
• Answering phone calls, making outbound calls and replying to emails.

Using a cloud-based telephony system which records calls for training and quality purposes.

• Working within GDPR and the company’s policies to ensure sensitive, personal information is protected as required by law, regulatory bodies, ethics, and best practice.
• Liaising with internal colleagues, clients, their employees, and 3rd parties (including GPs) via telephone, email and letter.
• Working towards our clients’ goals and the company’s key metrics.
• Display the company’s CORE values; Caring matters, One team, great Relationships and Excellence all round.
• Escalating complex cases, complaints or those that are progressing slowly to relevant colleagues.
• Co-ordinating and maintaining diaries and appointments for all clinical staff ensuring maximum utilisation.
• Work with a wide variety of specialists and medical professionals, dealing with paperwork and documents, including immunisations & vaccinations.

What we are looking for

• GCSE in English and Maths
• Excellent verbal and written communication skills.
• Sound knowledge of GDPR regulations.
• Good IT skills to include the use of database systems, telephony and Outlook.
• Able to use own initiative, have a proactive approach and excellent attention to detail.
• Willing to take an active role in one’s own development.
• Experience working in customer service with good teamworking skills.
• Able to multitask in a fast-paced, changing environment.
• Trustworthiness and integrity as handling individual’s confidential medical records.
• Experience working in case management in an Occupational Health / Healthcare environment.
• Experience of Working from Home.
• Experience of working to a timetable and / or diary management.
• Microsoft 365 including Word and Excel.

Contract

Secondment, maternity cover

Location

Home based within the UK

Remote Working Disclaimer

Please note that this job advert is for remote working from home in the UK only.

Working from abroad is not allowed and will not be considered for this role. Applicants must ensure they are able to legally work and reside in the UK and must be available to work during UK working hours.

Any applications from individuals who are not able to meet these requirements will unfortunately not be considered.

Hours

37.5 hours per week, Monday to Friday between 8am and 6pm

£24,784.50 per annum

About Health Partners

Health Partners are committed to transforming the way health and wellbeing services are delivered in the UK. As one of the UK’s leading providers of occupational health and wellbeing solutions, we work with organisations across a wide range of industries to support the physical and mental health of their employees. Our mission is simple: to empower people to lead healthier, happier, and more productive lives.

With a strong focus on innovation and excellence, Health Partners combines clinical expertise with a personal, compassionate approach. Our multidisciplinary team of healthcare professionals, including occupational health advisors, physicians, physiotherapists, and counsellors, delivers tailored, evidence-based solutions designed to meet the unique needs of our clients and their workforce.

We pride ourselves on fostering long-term partnerships built on trust, professionalism, and results. Whether it’s through workplace health assessments, proactive wellbeing initiatives, or mental health support, Health Partners is dedicated to making a real difference.

At the heart of Health Partners is a culture of collaboration and continuous improvement. We believe in investing in our people and providing opportunities for growth, ensuring that our employees feel valued and inspired to deliver their best. By joining Health Partners, you’ll become part of a dynamic team that’s passionate about driving positive change in the workplace and beyond.

If you’re ready to make a meaningful impact in the field of health and wellbeing, we’d love to hear from you. Together, we can build healthier futures.

Diversity & Inclusion Statement

Health Partners are a proud member of the Disability Confident employer scheme

Health Partners are extremely proud to support the needs of our employees and as such understands everyone has individual work and home life responsibilities. We’re happy to discuss flexible working arrangements for this role, should this be a requirement for you.

We aim to become one of the most inspiring companies to work for and to achieve this ambition, we need the best talent to come and work for us. We look for candidates with the right skills and values to join us and selection is based on a fair and equal process. We’re proud to be committed to equal opportunities and welcome applications from all backgrounds.

Diversity and Inclusion forms an integral part of everything that we do, bringing together the best talent, helping people to realise their full potential by being yourself at work and delivering an outstanding service to everyone – regardless of difference.