Client Support Executive in Bristol

Location: Three Temple Quay, Temple Back East

At Healix, we believe healthcare works best when it’s personal, not prescriptive. Founded in 2000 by clinicians Dr Paul Beven and Dr Peter Mason, Healix Health specialises in UK corporate healthcare trusts, supported by decades of medical and risk‑management expertise. Today, Healix is trusted by an impressive range of corporate, government, NGO and insurance clients. With a team of over 150 dedicated professionals, we are committed to delivering high‑quality, cost‑efficient healthcare solutions with integrity and a truly patient‑centred approach.

We’re looking for a Client Support Executive to join our Commercial Team and help us continue delivering exceptional service to our clients. Reporting to the Client Support Manager, the Client Support Executive plays a vital part in the smooth and proactive delivery of service to a defined portfolio of Healthcare Trust clients. This is a key role within our Client Management function—combining client servicing, administration, financial coordination, data management and renewal cycle support. You will act as the first point of contact for clients, intermediaries and internal teams, ensuring all queries and processes are handled accurately, efficiently and professionally. You’ll work closely with colleagues across Commercial, Operations, Clinical Support, Data & Pricing and Finance, contributing to a cohesive, high‑quality service experience. A large part of the role involves producing accurate MI reporting, managing membership data, supporting invoicing, and coordinating renewal activities.

What We’re Looking For

• Strong written and verbal communication skills.
• Excellent organisational skills and confidence managing multiple deadlines.
• High accuracy and attention to detail, especially with data and reporting.
• Ability to respond to client queries professionally and escalate issues when necessary.
• Good analytical and numerical skills with the ability to interpret MI.
• Self‑motivated and comfortable working independently.
• Strong relationship‑building skills with clients, intermediaries and colleagues.
• Proficient in Microsoft Office, particularly Excel and Word.
• Experience using Salesforce or similar CRM systems (desirable).
• Comfortable representing Healix at client meetings and events.
• Flexible, adaptable and able to work effectively in a fast‑paced environment.
• Sound judgement when handling confidential information.
• Understanding of healthcare trusts, PMI and claims processes (desirable).
• Commitment to compliance, confidentiality and ongoing development.

Responsibilities

• Client Support & Relationship Management: Serve as the day‑to‑day operational contact for clients and intermediaries; manage queries on claims, membership, benefits, invoicing, reporting and scheme processes; build strong relationships with HR and Finance stakeholders across your portfolio; support Client Managers by preparing meeting materials, coordinating agendas and attending meetings where needed; handle daily membership updates, mailbox activity and all scheme‑level administrative workflows; represent Healix at benefit fairs, presentations and virtual sessions; support new client onboarding and ensure documentation and system updates are completed accurately.
• Commercial, Reporting & Financial Administration: Coordinate monthly and quarterly reporting cycles, producing accurate MI packs and bespoke analysis; prepare ad hoc data extracts, claims summaries and membership lists; ensure accurate monthly invoicing across all charge types and support Finance with aged‑debt activity; prepare bi‑weekly client balance reports and maintain accurate financial tracking; identify data anomalies, trends and risks and escalate appropriately; support clients with Employer Zone rollouts and system navigation.
• Renewals & Scheme Administration: Support the end‑to‑end renewal process, including membership confirmations, MI preparation and documentation accuracy checks; manage distribution and tracking of all renewal contracts, deeds and agreements; set up renewal opportunities in Salesforce and ensure accurate forecasting data; work with internal teams to ensure renewal deliverables are met within timelines; assist with stop‑loss administration, including certificate requests and approval tracking.
• Governance, Compliance & Documentation: Maintain accurate, compliant client records and system entries; adhere to FCA, Treating Customers Fairly (TCF), ISO27001 and data protection requirements; maintain strict confidentiality when handling sensitive data; support audit readiness through high standards of documentation and file management; complete mandatory compliance training, CPD and role‑specific development.

About The Company

We offer UK employee healthcare benefits, and travel, medical and security assistance in every corner of the globe. Our purpose is to help people in difficult situations – whether that’s a cancer diagnosis, a need for medical assistance when they’re far from home, or being caught up in conflict or natural disaster. We talk to them, support them, and make sure they get the help they need. If necessary, we’ll pull them out and bring them home. We’re co‑ordinators and problem‑solvers: experts at navigating the global health and security landscape. Our teams of doctors, nurses, travel and medical co‑ordinators and security experts make sure that your people will be looked after, whatever happens supported by technology designed help individuals, not slot them into a predetermined solution. We work with governments, broadcasters, NGOs, international corporations, major insurers and more. No two clients are the same: we adapt our services to their needs. Most of us are on the front line; we keep our back office lean. We don’t use scripts, and we don’t time calls. We never lose sight of the fact that we’re dealing with real people.

Company Culture

Instead, we focus on ensuring our highly trained specialists have the space and time they need to be effective. We let them use their initiative to get the job done, because the situations they face often throw up unexpected challenges – and no protocol survives contact with the real world. Our clients have thousands of employees and customers, at home and abroad, so they need a business big enough to handle any situation. But they chose Healix because they also need an organisation that’s personal enough to care. Our people are driven to do things in the best way, not the way they have always been done. We work hard, and our efforts are rewarded with great development opportunities and a supportive team spirit. We want to nurture this friendly and dynamic company culture so that we can continue to attract diverse talent with a breadth of knowledge and world‑class skills. As a part of Healix, you can expect a range of excellent benefits and an environment where people really do care.

Required Criteria

• Good Communication Skills
• Attention to Detail
• Excellent Microsoft Office Skills

Desired Criteria

• Knowledge of Trusts and PMI

Closing Date: Friday 10th April, 2026

Contract Type: fulltime

Salary: Based on Experience