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Client Relationship Manager

2 months ago

Manchester, United Kingdom The Portfolio Group Full time
{"Job Title": "Client Relationship Manager", "Job Description": "About the Role

We are seeking a highly skilled Client Relationship Manager to join our team at The Portfolio Group. As a key member of our team, you will be responsible for managing a portfolio of clients, developing and nurturing relationships, and driving business growth.

Key Responsibilities
  • Manage a portfolio of circa 100 key clients based across the UK and Ireland.
  • Proactive client relationship management to ensure targets are achieved for contract retention levels and renewal of premiums issued.
  • Project management and delivery of new client implementation, to ensure the Health Assured offering is fully imbedded into key corporate clients.
  • Supporting with tender and bid exercises to represent the relationship management function.
  • Renewal negotiations via intermediary and direct clients, always demonstrating return on investment for clients.
  • 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 £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 and activity updates
What You Bring to the Team
  • 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.
  • 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.
  • Have a can-do attitude, ability to multitask and be adaptable to change with the ability to work to specific targets and deadlines.
  • Will have a proven track record of working to key performance indicators (KPIs).
  • Strong IT skills
  • Driving licence desirable but not essential
Benefits
  • 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
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