Job Description

  • Job Reference:P968931LS_1657100527

  • Job Type: Permanent

  • Job Industry: Business Services

  • Contact Name: Lara Salmons

  • Job Location: Greater-manchester

  • Job Title: Client Services Administrator

  • Job Salary: £19500 - £21000 Per Annum

Job Start Date: ASAP

Portfolio are proud to be exclusively representing our Client who are a trusted health and wellbeing network who have been making a positive difference in over 15 million lives, in their search to add a Telephone Counsellor to their team. Our client offers the most comprehensive employee assistance programme on the market, giving 24/7 caring and compassionate support services to employers from organisations of all sizes, across the private, public and non-profit sector, to business partners, individual users, employees and their family members.

Client satisfaction and retention is a priority to our business and the fundamental requirement of this role is to actively engage with clients to ensure that they are receiving a proactive and responsive service that exceeds their expectations. It is essential that you have the ability to understand the client’s needs, provide solutions and be able to evaluate and adapt new strategies to reflect business trends. Exceptional service delivery is paramount throughout the client journey and both business support and client services team are key in delivering proactive interaction from initial client contact and fulfilment to the demonstration of return on investment and contract renewal.


New business and renewal administration:

* The client.services@ mailbox is constantly monitored and all emails are processed within 24 hours
* Process of new business and renewal fulfilment on a daily basis
* Collation and issue welcome email and electronic welcome packs
* Co-ordinating hard copy fulfilment for new business and renewals
* Conducting welcome calls to all of Health Assured’s new clients at inception and existing clients at renewal
* Booking of meetings for field based relationship managers
* Managing relationship with post-room and completing stock checks of hard copy literature
* Management of electronic literature and co-ordinate minor marketing amendments with the internal marketing team

Management information:

* Ensuring Salesforce CRM is accurate with current client and intermediary details
* Preparation of monthly, quarterly, yearly client reports in a timely and accurate manner


* Microsoft Office software experience including Excel, Word and Powerpoint
* Customer service focused: committed to providing exceptional service across all
* channels – written, phone and face to face
* Attention to detail: excellent attention to detail and written skills when communicating
* with others, both internally and externally
* Teamwork: willingness to assist and support others as required and get on with team
* Members
* Experience in a professional services organisation
* Will have a proven track record of working to key performance indicators (KPIs)
* Energy, commitment and drive: dedication to the role, willingness to show flexibility
* when required, enthusiasm for the role and company development

Employee Benefits:

* 25 Days Holiday + Bank Holidays (plus an additional 2 days after 2 years’ service)
* Birthday Off/Mental Health Day
* Profit Share Scheme
* Perkbox (staff discount scheme)
* Christmas Bonus After 3 Years of Service
* Contributory Pension Scheme
* Fab Fridays – Dress Down & Free Treats
* Allied Pride Network
* Social Events Throughout the Year
* Free Breakfast on Mondays
* Free Annual Flu Vaccine
* Private health insurance after 5 years’ service
* Life Insurance
* Discounted Eye Test – Discounted Glasses/Contact Lenses Prescription



Personal Details


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