Client Executive - 12m Contract

Simplyhealth; Andover; Hybrid; GBP 27,000 - 33,000; Full time

Benefits offered by this job

Group bonus scheme

Pension with 10% gift

36 days holiday

Wellbeing hub

Job summary

Simplyhealth in the United Kingdom is seeking a Client Executive to join our Sales Operations Team. You will support our Healthcare and Denplan functions, focusing on delivering excellent service and driving client engagement.

The role is hybrid with occasional travel to the Andover Office, offering a £30,000 salary and a comprehensive benefits package. You will build strong relationships, manage queries across channels, and contribute to retention and growth.

Qualifications

• Experience in a client service or account management role.
• Strong communication and relationship management skills.
• Ability to retain clients and resolve complaints.
• Commercial awareness to identify growth opportunities.
• Proficiency in CRM systems for managing client information.
• Strong organisational skills and task management.
• Problem-solving mindset with proactive client experience improvements.

Responsibilities

• Develop and maintain strong relationships with clients, brokers, and key decision-makers.
• Support client retention efforts and achieve portfolio retention targets.
• Collaborate with internal stakeholders to optimise service delivery.
• Act as a trusted advisor across multiple channels (phone, email, chat).
• Address and resolve client issues and complaints promptly and professionally.
• Ensure SLAs and response times are met with high-quality client interactions.
• Maintain accurate CRM records for effective client management.
• Identify opportunities for expansion and cross-selling of products and services.
• Coordinate development meetings with product and service experts for tailored client needs.
• Share collateral and insights to educate clients and drive engagement.

Skills

Client relationship management

Communication

CRM systems

Account management

Business development

Job description

Client Executive

Contract – 12 months Fixed Term Contract

Salary- £30,000

Hours – Monday to Friday 9am to 5pm

As Client Executive, you'll be joining our Sales Operations Team, supporting our Healthcare and Denplan functions. This team is the engine behind our sales and marketing success, focused on improving outcomes, enhancing client experiences, and helping us achieve our ambitious growth plans.

About The Role

Location – Hybrid with occasional travel to Andover Office

Key Responsibilities

• Develop and maintain strong relationships with clients, brokers, and key decision-makers to drive satisfaction and loyalty.
• Support client retention efforts, ensuring portfolio retention rates are met or exceeded.
• Establish relationships with internal stakeholders, product and service experts, and third-party intermediaries to optimise service delivery and client engagement.
• Act as a trusted advisor, responding to client queries efficiently across multiple channels (phone, email, chat).
• Address and resolve client issues and complaints in a timely and professional manner, ensuring a positive client experience.
• Ensure service level agreements (SLAs) and response times are met, maintaining high-quality client interactions.
• Maintain accurate and up-to-date records in the CRM system to support effective client management and reporting.
• Identify and secure opportunities for expansion, cross-selling, and upselling of additional products and services.
• Support the creation of tactical business plans to help clients enhance their wellbeing strategies and integrate our solutions.
• Coordinate and secure development meetings, bringing in relevant product and service experts to consult on tailored client needs.
• Share relevant collateral and insights to educate clients and drive employee engagement.

About You

To be considered you must have:

• Proven experience in a client service, account management, or business development role.
• Strong communication and relationship management skills, with experience handling client interactions across multiple channels.
• Demonstrated ability to retain clients, resolve complaints, and drive engagement.
• Commercial awareness with the ability to identify growth opportunities and contribute to business development.
• Proficiency in CRM systems for managing client information and reporting.
• Strong organisational skills with the ability to manage multiple tasks effectively.
• Problem-solving mindset with a proactive approach to improving client experience.

What’s In It For You

As well as a competitive salary, our benefits package includes:

• Group bonus scheme
• Generous pension with a 10% pension gift from us when you contribute 4%
• 36 days holiday (with the option to buy and sell a further 5 days)
• Flexible benefits pot (which you can choose to use against some great benefits such as critical illness, shopping vouchers and more)
• Your own fully funded health or dental plan
• Access to a wellbeing hub
• Shopping discounts
• Recognition awards
• Give as you earn
• 3 volunteering days

We have a head office in Hampshire, but depending on your role, you’ll be able to enjoy our ‘smart working’ approach. This means you can flex when and where you spend your time. For many of us this means day to day work can be handled remotey, but there will also be times when we need to come together in the office to collaborate, attend training sessions, induction, briefings and more. For this role you can expect to be working from our Head Office a day a week.

Your Recruitment Journey

We’re focused on providing an application, assessment and onboarding journey that is fair, consistent, diverse and inclusive for all, allowing us to hire top talent based on the skills and behaviours pivotal to your and our success.

Your process

Screening call with Talent Acquisition Team

• Interview with the Hiring Manager and Team Member

Offer

Should you require any additional support with your application, or need us to make any adjustments for you, please contact our Talent Team; [email protected].

Please note

Working for a purpose-driven company like ours is a fantastic opportunity, so we often receive high volumes of applications for our roles. In these cases, we may close our job adverts early and won’t be able to consider applications after that time.