Client Executive - 12M Contract

Simplyhealth; Winchester; Hybrid; GBP 28,000 - 36,000; Full time

Job summary

Simplyhealth in Winchester is seeking a Client Executive on a 12-month fixed-term contract. You will join the Sales Operations Team, supporting Healthcare and Denplan functions and driving client satisfaction.

You will report to the Sales Operations Manager and manage client relationships, handle queries across channels, and look for growth opportunities while ensuring service levels and accurate CRM records.

Qualifications

• Experience building and maintaining strong client relationships.
• Proven ability to manage accounts and meet retention targets.
• Ability to identify opportunities for expansion through cross-selling.

Responsibilities

• Develop and maintain strong relationships with clients, brokers, and key decision-makers.
• Support client retention efforts to meet or exceed portfolio targets.
• Collaborate with internal stakeholders to optimise service delivery and engagement.
• Act as a trusted advisor, responding to client queries across multiple channels.
• Address and resolve client issues promptly to ensure a positive experience.
• Maintain SLAs and ensure high-quality client interactions.
• Keep CRM records accurate and up-to-date for reporting.
• Identify opportunities for expansion, cross-selling, and upselling.
• Support tactical business plans to enhance wellbeing strategies for clients.
• Coordinate development meetings with product and services experts.

Skills

Client relationship management

Account management

Cross-selling

CRM

Tools

CRM

Job description

Client Executive - 12m Contract Simplyhealth Winchester, Hampshire, United Kingdom

Client Executive

Contract – 12 months Fixed Term Contract

Location – Hybrid with occasional travel to Andover Office

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.

Reporting to our Sales Operations Manager, you’ll be responsible for managing and developing client relationships, ensuring high levels of service, and identifying opportunities for growth. You will act as a key point of contact for clients, handling queries, resolving issues, and collaborating with internal teams to drive client satisfaction, retention, and business expansion. This role requires a proactive approach to account management while delivering excellent service and operational support.

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.