Client Relationship Partner

6 months ago

Potters Bar, United Kingdom Canada Life Full time

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.

Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues.

Canada Life UK is transforming to create a more customer-focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third party customers

**Job Summary**

***
To account manage a portfolio of large and medium segment Corporate Protection clients, liaising with key stakeholders (internal and external), actively contributing to retention through an enhanced level of service, proposition delivery and customer knowledge.

**What You'll Do**

**_Claims communications_**
- To provide face to face, virtual and phone support relating to claims to pre identified key customers.
- To work with the sales team and the claims team to deliver a superior service to our key customers, ensuring our adviser partners are informed of any key developments.
- Communicate claims updates to the customer. These will include but are not limited to complex health claim decisions. Ensure the employer customer understands the reasons for claim outcomes and the impact on their overall claims experience.
- To advise the claims teams of key clients which would benefit from enhanced focus or non-standard solutions to support absence and claims incidence. To offer oversight of the implementation of these recommendations.

**_Proposition communications_**
- To offer implementation meetings for our key customers. These would cover Early intervention, ongoing claims communications & Support Services. Educate on how our products and propositions can enhance our key customers health and wellbeing strategies.
- To work with the Sales Team, marketing and our support service partners to ensure the employer customer is aware of the breadth of the CL proposition. Ensure the customer is informed of any product or proposition changes or amendments.
- To offer/support communications to HR teams and the employees of our customers. This could be through virtual, face to face or client event support.
- This support will be delivered to our key customers and with the knowledge of our EBC Partners.
- For clarity, this support will be offered to but not limited to our key customers irrespective of product.

**_MI and insight delivery - external and internal_**
- Use Mi data to ensure the customer is aware how they perform vs our portfolio norms and our claims expectations.
- Use MI to evidence the use of our proposition, including support services
- Provide pricing insight every 6 months or to the frequency required by our key customers to ensure they have no budget surprises. Avoid market reviews where possible - clearly explaining the rationale for the CL price point.
- Work with internal teams and third-party support service providers to evolve our MI content quality and delivery to exceed customer and EBC expectations - a customer pack.
- To provide trend analysis where appropriate e.g., mortality and morbidity insight. Overlay this analysis with customer specific claims experience.
- In addition, work with internal functions such as sales and scheme underwriting to ensure the price we offer represents the risk that presents itself and that the culture of the customer is taken into consideration.
- As per claim communications, ensure they claims assessment teams understand bespoke requirements of our key customers in order to impact claims experience.

**_Rehabilitation_**
- Work with the claim assessors to identify return to work opportunities.
- Utilise comprehensive toolkits and resources to guide discussions and ensure smooth and supportive return to work experience.
- Coordinate and communicate internally and externally to manage tripartite expectations around rehabilitation and return to work options, and ensure all avenues are investigated to bring ongoing claims to a mutually satisfactory conclusion were possible.

**Who You Are**

**_Scheme Management_**
- Knowledge of Canada Life propositions, support services and vocational rehabilitation resources.
- Ability to research, investigate and analyse matters driving scheme performance, building customer facing reports that aid persistency and sustainable pricing.
- Experienced at liaising with senior HR, Finance personnel or key decision makers within medium and large segment corporate employers.
- Experienced at liaising with internal colleagues in sales, marketing, claims and scheme underwriting in order to aid strong persistency in the medium & large corporate segment.

**_Customer Servic

  • Client Relationship Partner

    6 months ago

    Potters Bar, United Kingdom Irish Life Full time

    **Location**:Potters Bar, GB**Company**:CLFIS Limited**Description: - Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. - Part of our parent...

  • Relationship Manager

    3 weeks ago

    Potters Bar, Hertfordshire, United Kingdom Pertemps Bond Full time

    **Job Description:** Relationship ManagerPertemps Bond Job RequirementsWe are seeking a highly motivated Relationship Manager to join our team at Pertemps Bond, a leading recruitment agency in the UK. This role is based in and around London.Main Responsibilities:Generate new business and maintain existing clients.Develop and implement strategies to increase...

  • Client Accountant

    2 months ago

    Potters Bar, United Kingdom CV-Library Full time

    An experienced Senior Accountant /Client Manager is required to join a forward thinking, Chartered Accountancy Practice based in Potters Bar, Hertfordshire. This is a client facing Accounting role as you will be managing your own portfolio of clients with the assistance of a Semi-Senior Accountant, who you will be closely working with. You will be working...

  • Business and Relationship Development Executive

    3 months ago

    Potters Bar, United Kingdom Pertemps Bond Full time

    Our National growing client are looking for a Business and Relationship Development Executive who will be responsible for generating new business and maintaining existing clients in and around London.3 years’ minimum experience in a similar role is requiredFull time, PermanentUp to £35k DOEMainly office based and out on sites (in and around...

  • Operational Resilience Strategic Business Partner

    3 weeks ago

    Potters Bar, Hertfordshire, United Kingdom CLFIS Limited Full time

    Job OverviewThis role involves leading second line oversight of operational resilience for Europe, helping to develop and implement the vision and future roadmap for second line business partnering and oversight across the European business segment. You will work closely with stakeholders to ensure effective communication and collaboration across multiple...

  • Technology Risk Senior Business Partner

    8 months ago

    Potters Bar, United Kingdom Canada Life Full time

    **Location: Hybrid role based ideally in our UK offices in Potters Bar, London or our Dublin offices** **What we offer** We have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week. We offer a...

  • Accounting Manager Role for Chartered Practice

    15 minutes ago

    Potters Bar, United Kingdom Bennett and Game Recruitment LTD Full time

    About the Role:">We are seeking a skilled Accounting Manager to join our team at a Chartered Accountancy Practice based in Potters Bar, Hertfordshire. As a Portfolio Manager, you will be responsible for managing your own portfolio of clients with the assistance of a Semi-Senior Accountant.">Your Key Responsibilities:">">Manage client relationships and...

  • Strategic Account Manager

    2 days ago

    Potters Bar, United Kingdom Canada Life Group (UK) Ltd (The) Full time

    About the RoleCanada Life Group (UK) Ltd (The) is seeking a highly skilled Strategic Account Manager to join our sales team. As a Strategic Account Manager, you will be responsible for managing existing relationships with our distribution partners and identifying new business opportunities.The estimated salary for this role is £50,000 - £65,000 per annum,...

  • Sales and Partnership Executive

    3 weeks ago

    Potters Bar, Hertfordshire, United Kingdom Pertemps Bond Full time

    **Job Overview:** Sales and Partnership ExecutivePertemps Bond Job OpeningWe are looking for a skilled Sales and Partnership Executive to join our team at Pertemps Bond, a leading recruitment agency in the UK. This role is focused on generating new business and maintaining existing clients in and around London.Key Tasks:Collaborate with colleagues to develop...

  • Portfolio Manager Opportunity in London Perimeter

    1 hour ago

    Potters Bar, United Kingdom Bennett and Game Recruitment LTD Full time

    Job Description:">We are seeking a Portfolio Manager to join our team at a Chartered Accountancy Practice based in Potters Bar, Hertfordshire. As a key member of our team, you will be responsible for managing your own portfolio of clients with the assistance of a Semi-Senior Accountant.">Key Responsibilities:">">Prepare and review financial statements,...

  • Operational Resilience Senior Business Partner

    6 months ago

    Potters Bar, United Kingdom CLFIS Limited Full time

    Description: Location: Hybrid role based ideally in our UK offices in Potters Bar, London or our Dublin offices What we offer We have embraced a hybrid working model for most of our positions, which means that you can enjoy a balanced approach of working from home for part of the week and working from the office for the remainder of the week. We...

  • Office Administrator

    6 months ago

    Potters Bar, United Kingdom YKS Group Ltd Full time

    YKS Group LTD is an independent company providing electrical services in and around London. We are looking for a positive and hard working individual to join our team, as an Administrative Assistant / PA support to Director / Purchasing Goods. **Key Duties** - Organising meetings and managing database - Answering employees queries about office and HR...

  • Career Development Specialist

    2 days ago

    Potters Bar, United Kingdom Canada Life Group (UK) Ltd (The) Full time

    Job Overview">We are looking for a skilled Business Development Consultant to join our team in the UK. In this role, you will be responsible for identifying new business opportunities, developing strategic partnerships, and growing revenue.">Key Responsibilities">">Pursue new business opportunities through research and networking">Develop and maintain...

  • Luxury Wholesale Sales Director

    27 minutes ago

    Potters Bar, Hertfordshire, United Kingdom Elizabethscarlett Full time

    Luxury Wholesale Sales DirectorJoin our team at Elizabeth Scarlett as a Luxury Wholesale Sales Director and play a key role in driving sales growth and expansion in the luxury wholesale market. In this exciting role, you will be responsible for creating and executing strategic plans to grow both existing relationships and onboard strategic new partners in...

  • Property Management Assistant Apprentice

    6 months ago

    Potters Bar, United Kingdom LMP Group Full time

    **Property Management Assistant Apprentice - Maunder Taylor Estate Agents** **Brief overview of this role** supporting H&S compliance. **Apprenticeship Details**: - Hours: Full time 8.30am - 5pm Mon-Fri (37.5 hours per week). - Salary: £6.40 per hour. - Employed with Inspire ATA (Host employer/ working at Maunder Taylor **Specific...

  • Talent Acquisition Specialist

    3 weeks ago

    Potters Bar, United Kingdom JSM Group Services Ltd. Full time

    About UsAt JSM Group, we’ve been leading the way in utilities services since 1998. We specialise in delivering innovative power and communications solutions that keep communities connected and thriving. With over 25 years of expertise and exciting backing from private equity, we’re on an ambitious growth journey – and we want you to be part of it! Our...

  • Talent Acquisition Specialist

    3 weeks ago

    Potters Bar, United Kingdom JSM Group Services Ltd. Full time

    About UsAt JSM Group, we’ve been leading the way in utilities services since 1998. We specialise in delivering innovative power and communications solutions that keep communities connected and thriving. With over 25 years of expertise and exciting backing from private equity, we’re on an ambitious growth journey – and we want you to be part of it! Our...

  • Talent Acquisition Specialist

    3 weeks ago

    Potters Bar, United Kingdom JSM Group Services Ltd. Full time

    About UsAt JSM Group, we’ve been leading the way in utilities services since 1998. We specialise in delivering innovative power and communications solutions that keep communities connected and thriving. With over 25 years of expertise and exciting backing from private equity, we’re on an ambitious growth journey – and we want you to be part of it! Our...

  • Talent Acquisition Specialist

    3 weeks ago

    Potters Bar, United Kingdom JSM Group Services Ltd. Full time

    About UsAt JSM Group, we’ve been leading the way in utilities services since 1998. We specialise in delivering innovative power and communications solutions that keep communities connected and thriving. With over 25 years of expertise and exciting backing from private equity, we’re on an ambitious growth journey – and we want you to be part of it! Our...

  • Talent Acquisition Specialist

    2 weeks ago

    Potters Bar, United Kingdom JSM Group Services Ltd. Full time

    About Us At JSM Group, we’ve been leading the way in utilities services since 1998. We specialise in delivering innovative power and communications solutions that keep communities connected and thriving. With over 25 years of expertise and exciting backing from private equity, we’re on an ambitious growth journey – and we want you to be part of it!...