Client Executive in Bristol

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 Executive to join our Commercial Team and help us continue delivering exceptional service to our clients. Reporting to the Client Support Manager, the Client 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.

Key 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.

• 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.

• 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.

• 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.

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).

Company Benefits:

• Commitment to career development.
• Health insurance, Vacation, Paid time off, Retirement plan and/or pension, Office perks, Employee development programs, Employee discounts, Gym membership or wellness programs, Opportunity to travel, Casual dress, Cycle to work, Free work laptop, Referral bonus, Open office, Competitive salary, Life insurance, Employee Assistance Scheme, Wellbeing Scheme, Social Opportunities, Progression opportunities.