Client Executive - 14 month Fixed Term Contract

Simplyhealth; Abbots Worthy; On-site; GBP 30,000 - 45,000; Full time

Job summary

A healthcare service provider in Abbots Worthy is seeking a Corporate Client Executive to manage and develop client relationships within their Sales Operations Team. This role focuses on ensuring client satisfaction, addressing queries, and driving opportunities for growth. The ideal candidate will have strong communication skills and a proactive approach to account management. Excellent service delivery and retention rates are key responsibilities.

Qualifications

• Experience in managing client relationships and service delivery.
• Ability to resolve issues and enhance client satisfaction.
• Strong communication skills across multiple channels.

Responsibilities

• Develop and maintain strong relationships with clients.
• Support client retention and exceed portfolio retention rates.
• Act as a trusted advisor, responding to client queries efficiently.
• Resolve client issues and complaints professionally and timely.
• Maintain accurate CRM records to support client management.

Skills

Client relationship management

Proactive problem solving

Excellent communication

Collaboration with internal teams

Job description

As Corporate 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 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.