Job Description

  • Job Reference:P46826LF_1715671854

  • Job Type: Permanent

  • Job Industry: Business Services

  • Contact Name: Lucy Fulton

  • Job Location: Greater-manchester

  • Job Title: Junior Client Relationship Manager

  • Job Salary: £23,500 - £26,000 Per Annum

Posted On: 14th May 2024


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 & Sunday Times ‘Best Places to Work’ organisation, Health Assured. With an unrivalled track record of incredibly 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. This represents an unparalleled career advancement opportunity for the exceptional individual. 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 Responsibilites

* Managing a portfolio of EAP clients, intermediaries, and Occupational Health clients with a one-year contract value of under £3,000.
* 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.


* 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 breakfast every Monday and social sessions on the last Friday of the month with free food and drink – we call this Fab Friday!
* Company incentives, access to discount schemes



Personal Details


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