Client Operations Executive

Personal Group; Milton Keynes; Hybrid; GBP 23,400 - 28,600; Full time

Benefits offered by this job

25 days holiday

Private medical insurance

Travel insurance

Maternity/paternity leave

Online GP

Job summary

Personal Group is seeking a Client Operations Executive in Milton Keynes. The role is hybrid and focuses on arranging engagement visits and ensuring field sales teams have productive schedules to meet daily targets.

You will build strong client site relationships, coordinate visits by phone, and maintain accurate CRM records while supporting rollout activities and client satisfaction.

Qualifications

• Experience in establishing and maintaining good working relationships built on trust.
• Customer-focused approach and ability to respond to needs.
• Experience speaking with customers face-to-face or by phone.

Responsibilities

• Build and maintain relationships with client site contacts for benefit rollouts.
• Arrange engagement visits with client contacts by phone.
• Ensure Field Sales Executives have viable appointments to meet targets.
• Handle on-site issues during rollouts or escalate as needed.
• Maintain client data accurately in the CRM system.

Skills

Relationship building

Customer focus

Communication

Scheduling

Tools

CRM systems

MS Office

Job description

Job Details

Job Title: Client Operations Executive

Location: Milton Keynes - Hybrid

Salary:£26,000

Contract Type: Permanent

About the Role

As a leading UK provider of employee benefits and health insurance we are looking for a Client Operations Executive where you’ll be responsible for arranging engagement visits to our client sites.

You’ll be ensuring each of our Field Sales Executives have a full and productive schedule to help them meet their daily targets.

What You’ll Be Doing

Building and maintaining strong relationships with key client site contacts to ensure benefit programme rollouts are delivered on time and in line with client expectations.

Arranging engagement visits with client contacts over the phone.

Ensure assigned Field Sales Executives have sufficient viable appointments each day to achieve their objectives.

Handle on‑site issues during rollouts, resolving or escalating them as appropriate.

Ensure client data is correctly formatted and accurately maintained in the CRM system.

About You

You’ll have experience in establishing and maintaining good working relationships built on trust and with the ability to challenge.

Customer focus – the genuine desire to understand customer needs and respond in a customer focused manner, exceeding expectations where possible.

Experience in speaking with customers, either face to face or over the phone.

Experience in sales or customer service.

Experience of planning and scheduling work to tight deadlines would be an advantage.

Intermediate knowledge of Microsoft Word, Excel, PowerPoint and Outlook.

Benefits

• Minimum of 25 day holiday rising with service and option to purchase more
• Private medical insurance and practical health plan
• Free travel insurance
• Enhance maternity and paternity leave
• Online GP

These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page - https://personalgroup.teamtailor.com/

Do you live our values?

Passion

Bringing energy and enthusiasm to your work every day. We value people who are motivated, engaged, and excited to make a difference.

Pace

We move with purpose, staying focused and efficient to get things done while maintaining high standards. We value action and smart decision-making to drive progress.

Professionalism

It’s not just about what we do, but how we do it. We approach every task with integrity, respect, and a commitment to delivering our best work.

Diversity & Inclusion

Personal Group is proud to be an inclusive employer. We welcome applications from people of all backgrounds and experiences.

If you require any adjustments during the application or recruitment process, please contact our Recruitment Team, we’re here to support you.

About us

At Personal Group, we are a leading UK provider of employee benefits and health insurance. Since the 1980s, we have been on a mission to revolutionise insurance and employee benefits, and while our business has evolved over the past four decades, our commitment to supporting people and businesses has remained constant.

Today, we are focused on improving employee health, wellbeing and engagement, working towards our vision of being “the champion of affordable benefits, keeping businesses and their employees happy, healthy and protected.” Our culture is shaped by our core values of Pace, Passion and Professionalism, which guide how we work together, support our customers and deliver when it matters most.

Could You Be Our Next Great Hire?