Client Relationship Partner

Client Relationship Partner

Full-Time 50000 - 65000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage client relationships and support corporate protection clients with claims and propositions.
  • Company: Join Canada Life UK, a modern and agile organisation focused on building better futures.
  • Benefits: Enjoy a competitive salary, generous pension, private medical insurance, and professional development opportunities.
  • Other info: Flexible working arrangements available to support your work-life balance.
  • Why this job: Make a real impact by helping clients navigate their financial protection needs.
  • Qualifications: Experience in customer service and knowledge of corporate protection is preferred.

The predicted salary is between 50000 - 65000 £ per year.

Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation. Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903. We have hundreds of respected and supported employees committed to doing the right thing for our customers and colleagues. Canada Life UK is transforming to create a more customer‑focused business by providing our customers with expertise on financial and tax planning, offering home finance and annuities propositions, and providing collective fund solutions to third‑party customers.

Job Summary

You will be responsible for a portfolio of large Corporate Protection clients, to help them extract the most from their Canada Life policy. You will liaise with key stakeholders (internal and external) & actively contribute to client retention through an enhanced level of service, proposition delivery and customer knowledge.

What You’ll Do

  • Claims communications: To provide face to face, virtual and phone support relating to claims to pre‑identified key customers. To work with the sales team and the claims team to deliver a superior service to our key customers, ensuring our adviser partners are informed of any key developments. Communicate claims updates to the customer, including complex health claim decisions. Ensure the employer customer understands the reasons for claim outcomes and the impact on their overall claims experience. Advise the claims teams of key clients which would benefit from enhanced focus or non‑standard solutions to support absence and claims incidence.
  • Proposition communications: To offer implementation meetings for our key customers covering early intervention, ongoing claims communications & support services. Educate on how our products and propositions can enhance our key customers’ health and wellbeing strategies. Work with the Sales Team, marketing and our support service partners to ensure the employer customer is aware of the breadth of the CL proposition. Ensure the customer is informed of any product or proposition changes or amendments.
  • MI and insight delivery – external and internal: Use MI data to ensure the customer is aware how they perform vs our portfolio norms and our claims expectations. Provide pricing insight every 6 months or to the frequency required by our key customers to ensure they have no budget surprises. Work with internal teams and third‑party support service providers to evolve our MI content quality and delivery to exceed customer and EBC expectations.
  • Rehabilitation: Work with the claim assessors to identify return to work opportunities. Utilise comprehensive toolkits and resources to guide discussions and ensure smooth and supportive return to work experience.

Who You Are

  • Scheme Management: Knowledge of Canada Life propositions, support services and vocational rehabilitation resources. Ability to research, investigate and analyse matters driving scheme performance, building customer‑facing reports that aid persistency and sustainable pricing.
  • Customer Service: Demonstrates outstanding Customer Service skills to manage complex claim scenarios where disputes are more likely to arise than claims of a clinical type. Strong telephone and written skills that demonstrate the desire to go the extra mile to meet all customer and stakeholder requirements.
  • Regulatory, Risk, Conduct and Compliance: Highly attuned to the Risk Culture. High levels of awareness with regard handling personal sensitive information in a claim environment. Ensure compliance with Company policies, regulatory, professional & legal requirements.

Qualifications

GR1 preferable.

Benefits of working at Canada Life

We believe in recognising and rewarding our people, so we offer a competitive salary and benefits package that’s regularly reviewed. As a Canada Life UK colleague, you’ll receive a competitive salary and comprehensive reward package including a generous pension and bonus scheme, along with income protection, private medical insurance and life assurance. We have a fantastic number of other benefits and support services as well as regular personal and professional development.

How we work at Canada Life

Our culture is unique and incredibly important to us. We care about doing the right thing for our people, customers and community and helping others to build better futures. Our blueprint behaviours shape and influence how we work, and are central to the relationships we have with others. Every day we are encouraged to be more curious, own the outcome, face into things together and find a way forward.

Diversity and inclusion

Building an inclusive workplace with a diverse workforce where everyone can feel they belong and achieve their potential regardless of gender, ethnicity or any other characteristic is a key commitment for us. We appreciate that everyone has different work and life responsibilities. We’re happy to discuss flexible working arrangements, including part time, for any of our roles should this be a requirement for you.

Client Relationship Partner employer: Irish Life Group Services Limited

Canada Life UK is an exceptional employer that prioritises the well-being and development of its employees, offering a competitive salary and comprehensive benefits package, including a generous pension scheme and private medical insurance. Our unique work culture fosters curiosity, collaboration, and inclusivity, ensuring that every team member feels valued and empowered to grow in their careers while contributing to building better futures for our customers and communities.

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Contact Details:

Irish Life Group Services Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Client Relationship Partner

Tip Number 1

Network like a pro! Reach out to your connections on LinkedIn or at industry events. We all know that sometimes it’s not just what you know, but who you know that can help you land that Client Relationship Partner role.

Tip Number 2

Prepare for those interviews by researching Canada Life UK inside out. Understand their products and services, especially around corporate protection. This will show you’re genuinely interested and ready to contribute to their mission of building better futures.

Tip Number 3

Practice your communication skills! As a Client Relationship Partner, you’ll need to convey complex information clearly. We suggest doing mock interviews with friends or using online platforms to refine your pitch and ensure you can handle those tricky questions.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re proactive and keen to join the Canada Life team!

We think you need these skills to ace Client Relationship Partner

Client Relationship Management
Customer Service Skills
Communication Skills
Analytical Skills
Problem-Solving Skills
Knowledge of Canada Life Propositions
Stakeholder Engagement

Some tips for your application 🫡

Tailor Your Application:Make sure to customise your application to reflect the specific skills and experiences that align with the Client Relationship Partner role. Highlight your customer service skills and any relevant experience in managing corporate clients.

Showcase Your Communication Skills:Since this role involves a lot of communication, both written and verbal, ensure your application demonstrates your ability to convey complex information clearly. Use examples from your past experiences where you’ve successfully communicated with stakeholders.

Highlight Your Analytical Abilities:Mention any experience you have with data analysis or MI reporting. This is crucial for the role, so showing how you've used data to drive decisions or improve client outcomes will set you apart.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team!

How to prepare for a job interview at Irish Life Group Services Limited

Know Your Stuff

Before the interview, make sure you understand Canada Life's products and services inside out. Familiarise yourself with their Corporate Protection offerings and how they can benefit clients. This will help you demonstrate your expertise and show that you're genuinely interested in the role.

Showcase Your Customer Service Skills

Since this role is all about client relationships, be ready to share examples of how you've provided outstanding customer service in the past. Think of specific situations where you went above and beyond to resolve issues or enhance a client's experience.

Prepare for Scenario Questions

Expect to face scenario-based questions that assess your problem-solving skills and ability to handle complex claims situations. Practice articulating your thought process and how you would approach these challenges, keeping in mind the importance of communication and empathy.

Emphasise Team Collaboration

Highlight your experience working with cross-functional teams, especially in sales, marketing, and claims. Canada Life values collaboration, so be prepared to discuss how you've successfully partnered with others to achieve common goals and improve client outcomes.