Junior Client Relationship Manager

The Portfolio Group; Manchester; On-site; GBP 24,000 - 30,000; Full time

Job summary

A leading health and wellness provider in Manchester is seeking a Junior Account Manager to manage a portfolio of EAP clients. You will be responsible for client relationship management, achieving high renewal rates, and delivering consultancy services. The ideal candidate will have excellent organizational and communication skills and the ability to work towards targets. This position offers excellent career progression opportunities within a fast-paced environment.

Benefits

25 days' holiday, plus bank holidays

Day off on your birthday

Private medical insurance after 5 years' service

Free On-site Gym

Profit share scheme

Qualifications

• Organized individual with excellent attention to detail.
• Able to communicate clearly and concisely.
• Willing to work towards set targets and KPIs.

Responsibilities

• Manage a portfolio of EAP clients and perform renewal negotiations.
• Achieve a 95% retention rate for renewals.
• Deliver consultancy services regarding product options.

Skills

Attention to detail

Communication skills

Organizational skills

Multi-tasking

Tools

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

Overview

THE OPPORTUNITY

This is a once in a career opportunity for an exceptional counselling professional to join a truly Service Led business, the industry leading EAP and OH provider Health Assured. With an unrivalled track record of strong year on year growth of its subscription model business, Health Assured supports over 80,000 organisations and 13 million lives across the UK & Ireland. Part of the global Peninsula Group, with 14 operating companies and a group turnover of circa £400m, there is substantial financial backing for further expansion, including acquisition and international development. Health Assured has been recognised as The North West's Top 100 Best Companies to work for and Top 10 Best Companies to Work for In the Health & Social Care.

The Role

Each Junior Account Manager is responsible for their own portfolio, developing and nurturing their accounts to ensure client understanding, support with promotion and develop effective client communications and identify further revenue opportunities. Duties involve day to day management of your portfolio engaging with clients and intermediaries, collating and managing renewal terms, including negotiation of renewal, liaising with intermediary, affinity and direct client, providing excellent service levels, conducting telephonic review meetings, maintaining accurate client CRM records and negotiating renewal pricing. This is an office-based role, managing clients via telephone, virtual and email however you could be required to visit clients externally on occasion. This role has excellent career prospects and a clear progression pathway up to Account Director level. You will need to be happy working in a fast paced environment, have a professional attitude and have the ability to have difficult conversations!

Day to Day Responsibilities

• Managing a portfolio of EAP clients, intermediaries, and Occupational Health clients with a one-year contract value of under £4,500.
• Proactive client relationship management to ensure that targets are achieved for contract retention levels and renewal of premiums issued.
• Working towards a telephony KPI.
• Delivery of new client implementations.
• Renewal negotiations handling between 40-60 renewals per month for your own clients to achieve a retention rate of 95%.
• Delivery of consultancy services to clients regarding product options specialist service such as onsite training and Critical Incident Stress Management (CISM).
• Identify opportunities to up-sell and actively promote additional services with a target of achieving £10,000 new business per quarter.
• Achieve 3 self-generated new business client wins per quarter.
• Ensure we understand client needs and market changes, providing feedback to senior management in order to develop our proposition and remain ahead of the market.
• Maintain the highest standard of customer service and support to the sales and bid team.
• Maintain personal statistical renewal reports on a daily basis, highlighting at risk clients and further opportunities.
• Providing weekly renewal, activity and outstanding task updates.

What you bring to the team

• An organised individual with excellent attention to detail, accuracy, and consistency.
• Microsoft Office software experience including Excel, Word and PowerPoint.
• Excellent attention to detail and written skills when communicating with others, both internally and externally.
• The ability to communicate clearly and concisely, varying communication style depending upon the audience.
• Multi-task oriented - can accomplish objectives effectively within time-frame given, carry out administrative duties within portfolio in an efficient and timely manner.
• To be willing to work toward set targets and KPI's including - 75 minutes webinar daily talk time, above 93% premium renewal rate & 90% contract renewal and 35 calls per day.

Benefit

• 25 days' holiday, plus bank holidays
• Day off on your birthday
• Cash plan for you (and your children, if any)
• Holidays increase after 2- and 5-years' service
• Contractual sick pay
• Private medical insurance after 5 years' service
• Pension Plan and Life Insurance
• Pension plan contributions increase after 5- and 7-years' service
• Holiday season bonus after 3 years' service
• Profit share scheme
• Season ticket loan scheme
• Cycle to work scheme
• Access to Employee Assistance Programme
• Free On-site Gym
• Company incentives, access to discount schemes