Client Relationship Manager

3 days ago

StratforduponAvon, Warwickshire, United Kingdom The Portfolio Group Full time
Job Title: Client Relationship Manager

An exciting opportunity has become available for an exceptional Account Manager to join The Portfolio Group, a leading provider of innovative solutions. As a Client Relationship Manager, you will be responsible for developing and nurturing a portfolio of clients, ensuring their needs are met and exceeded.

Key Responsibilities:
  • Manage a portfolio of circa 100 key clients across the UK and Ireland, providing proactive relationship management to ensure targets are achieved for contract retention levels and renewal of premiums issued.
  • Project manage and deliver new client implementation, ensuring the Health Assured offering is fully embedded into key corporate clients.
  • Support tender and bid exercises to represent the relationship management function, demonstrating return on investment for clients.
  • Renewal negotiations via intermediary and direct clients, highlighting the value of our services.
  • Deliver consultancy services to clients regarding product options, specialist services such as onsite training and Critical Incident Stress Management (CISM).
  • Identify opportunities to up-sell and actively promote additional services, targeting £10,000 new business per quarter.
  • Achieve 3 self-generated new business client wins per quarter, ensuring growth and expansion.
  • Ensure we understand client needs and market changes, providing feedback to senior management 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.
  • Provide weekly renewal and activity updates, ensuring transparency and accountability.
Requirements:
  • An organised individual with excellent attention to detail, accuracy, and consistency.
  • A customer service focus and commitment 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.
  • Commerciality and the ability to apply knowledge in a practical, commercial manner.
  • Excellent communication skills, both verbal and written, varying style depending on the audience.
  • Energy, commitment, and drive with dedication to the role, willingness to show flexibility when required, enthusiasm for the role and company development.
  • A proven track record of working to key performance indicators (KPIs).
  • Strong IT skills.
  • A driving licence is desirable but not essential.
Benefits:
  • 25 days' holiday, plus bank holidays.
  • A 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.

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