Client Support Liaison

3 weeks ago


Bristol, Bristol, United Kingdom Healix Full time
Job Overview

We are seeking a highly organized and detail-oriented Client Support Executive to join our team at Healix.

As a Client Support Executive, you will play a vital role in providing administrative support for all client service activities. Your responsibilities will include:

  • Data preparation and loading of membership information within the Case Management System for Healthcare Trust, Insured, and Third-Party clients.
  • Updating and maintaining membership data with a high level of accuracy.
  • Overseeing day-to-day activities of scheme implementation and onboarding.
  • Preparing onboarding documents, including FAQs, Table of Benefits, and online booklets.
  • Collaborating with the Client Relationship and Clinical teams to ensure scheme wording is appropriate and regularly updated.
  • Arranging mail merges and posted communication when required.
  • Ensuring prompt and accurate member communication for onboards and renewals.
  • Arranging for membership figures to be provided as needed.
  • Undertaking other duties as reasonably required by the Client Services Manager and Head of Client Services.

We are looking for a candidate with the following attributes:

  • An articulate individual with excellent written and spoken communication skills.
  • A high attention to detail and organizational skills.
  • The ability to work to deadlines with a high degree of flexibility.
  • Knowledge of Trusts and PMI would be beneficial.
  • Excellent Microsoft Office skills, particularly Word and Excel.
  • Good numerical skills.
  • Commercial awareness and the ability to escalate potential issues promptly.
  • A thorough and careful approach to workload.
  • The ability to liaise independently between stakeholders in various departments.

At Healix, we offer a range of excellent benefits and an environment where people really do care. If you are a motivated and proactive individual looking for a new challenge, please submit your CV detailing your relevant experience.

We welcome candidates from all backgrounds and experiences.

Key Responsibilities:

  • Data preparation and loading of membership information.
  • Updating and maintaining membership data.
  • Overseeing scheme implementation and onboarding.
  • Preparing onboarding documents.
  • Collaborating with the Client Relationship and Clinical teams.
  • Arranging mail merges and posted communication.
  • Ensuring prompt and accurate member communication.
  • Arranging for membership figures to be provided.

Desirable Attributes:

  • Knowledge of Trusts and PMI.
  • Excellent Microsoft Office skills.

Required Criteria:

  • Good Communication Skills.
  • Attention to Detail.


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