Job Description

  • Job Reference:P965169CLT_1613637566

  • Job Type: Permanent

  • Job Industry: Business Services

  • Contact Name: Charlotte Turner

  • Job Location: West-yorkshire

  • Job Title: Account Director

  • Job Salary: £40000 - £45000 Per Annum

Job Start Date: ASAP

OTE £65,000 per annum

The Portfolio Group are delighted to be working with one of the UKS’s fastest growing Employee Assistance Programmes (EAP) on the recruitment of an Account Director. You will be joining the business at a continued period of growth seeing the team double over the next quarter due to increase in customer and corporate client demand.

You will be responsible for managing your own portfolio of high value strategic clients totalling £4.6 million in revenue to the business across a multiple spread of businesses via face to face meeting and telephone. As an Account Director you will work with your clients to demonstrate a thorough understanding of the client’s success objectives including their Return on Investment (ROI) objectives and maintain a leading edge understanding of the overall wellbeing agenda and needs of our new and existing clients.

Duties involve:

* Proactively managing a portfolio of corporate strategic clients, intermediaries and partnerships
* Project management of client implementation and overall wellbeing strategies to new and existing clients.
* To deliver annual review meetings for defined key clients.
* Speak with expertise and insight into the topic with our clients and prospective clients.
* Delivering the highest level of client care to include taking ownership of day-to-day relationship management and service queries, liaising with the appropriate areas of the business to resolve and, if appropriate, communicate back to third parties.
* Identify new business partnership opportunities, creating and updating CRM records with all required information ensuring accuracy, quality and tracking of data.
* Delivery of consultancy services for specialist provisions such as onsite training, Mental Health First Aid (MHFA) and Critical Incident Stress Management (CISM).
* Work closely with Senior Management teams to ensure that partnership expectations are both met and exceeded
* Maintain the highest standard of customer service and support to the sales and bid team.

The ideal candidate will be:

* Proficient in Microsoft Office software experience including Excel, Word and PowerPoint.
* confident in obtaining a full understanding of new and existing client requirements.
* Experienced in both a corporate and SME customer relationships
* Evidenced experience of the ability to present at all levels, to members, colleagues, clinicians and board members.
* A customer service focus and committed to providing exceptional service across all channels – written, phone and face-to-face.
* Excellent presentation skills and experience in delivering presentations to key stakeholders and senior management.
* Experienced in the Employee Benefits market working with, or for, intermediaries as a consultant or via a provider
* An organised individual with excellent attention to detail, accuracy and consistency.
* A customer service focus and committed to providing exceptional service across all channels – written, phone and face-to-face.
* Possess excellent interpersonal skills and be able to build rapport and trust with others to forge meaningful business relationships
* Energy, commitment and drive with dedication to the role, willingness to show flexibility when required, enthusiasm for the role and company development
* Will have a proven track record of working to key performance indicators (KPIs)

This is a great opportunity for individuals that enjoy a challenge and a genuine enthusiasm to overcome obstacles and to continually develop. The office and business are fast moving and busy and we are looking for individuals with a positive and focussed attitude. With career path and progression opportunities in place this is a great business to get involved in at an exciting time.



Personal Details


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