Client Operations Executive

1 week ago

Milton Keynes, Milton Keynes, United Kingdom Personal Group Full time £24,000 - £40,000 per year

Job Title:
Client Operations Executive

Location:
Milton Keynes – Hybrid

Salary:
£26,000

Contract Type:
Permanent

We are looking for a Client Operations Executive where you'll be responsible for arranging engagement visits to our client sites, ensuring each of our Field Sales Executives have a full and productive schedule to help them meet their daily targets.

You'll be building strong relationships with our clients to ensure a successful working relationship.

Your responsibilities will include:

Arranging engagement visits with client contacts over the phone.

Build and maintain strong relationships with key client site contacts to ensure benefit programme rollouts are delivered on time and in line with client expectations.

Ensure assigned Field Sales Executives have sufficient viable appointments each day to achieve their objectives.

Handle on-site issues during rollouts, resolving or escalating them as appropriate.

Ensure client data is correctly formatted and accurately maintained in the CRM system.

Meet agreed volume, quality, and performance (KPI) targets.

Adhere to employment legislation, FCA principles, Consumer Duty, "Treating Customers Fairly" (TCF), and other relevant compliance requirements.

Experience and Knowledge you will need for the role:

Able to establish and maintain good working relationships built on trust and the ability to challenge.

Customer focus – the genuine desire to understand customer needs and respond in a customer focused manner, exceeding expectations where possible.

Experience in speaking with customers, either face to face or over the phone.

Experience in sales or customer service is an advantage.

Experience of planning and scheduling work to tight deadlines would be an advantage.

Intermediate knowledge of Microsoft Word, Excel, PowerPoint and Outlook.

No candidate will meet every single desired qualification. If your experience looks a little different from what we've identified and you think you can bring value to the role, we'd love to learn more about you

Personal Group is proud to be an inclusive employer and encourages applications from a diverse range of candidates. If you require reasonable adjustments to assist you with the application and/or recruitment processes, please contact our Recruitment Team.

The Company

The Personal Group family offer a range of products help protect, connect, and engage the UK workforce with communication tools, employee benefits, and health insurance plans. Innecto offer specialist pay and reward and employee experience consultancy. Together we provide a full-service solution to help our clients stand out as an employer of choice.

Our mission is to protect the unprotected and connect the unconnected. We want to make work happy, for everyone.

Why? Because when people are happy, they're more productive. And when people feel like they make a difference, they do.

Today we're making work happy for more people than ever before, and we are looking for great people to help create a brighter future for the UK workforce.

Could you be our next great hire?

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