At a Glance
- Tasks: Arrange client engagement visits and support Field Sales Executives in meeting targets.
- Company: Join a leading UK provider of employee benefits and health insurance.
- Benefits: Enjoy 25+ days holiday, private medical insurance, and more perks!
- Other info: Dynamic hybrid work environment with a focus on diversity and inclusion.
- Why this job: Make a real impact by building strong client relationships and enhancing employee wellbeing.
- Qualifications: Experience in customer service or sales, with strong relationship-building skills.
The predicted salary is between 28000 - 35000 £ per year.
Location: Milton Keynes - Hybrid
Salary: £26,000
Contract Type: Permanent
About the Role
As a leading UK provider of employee benefits and health insurance, we are looking for a Client Operations Executive where you’ll be responsible for arranging engagement visits to our client sites. You’ll be ensuring each of our Field Sales Executives have a full and productive schedule to help them meet their daily targets.
What You’ll Be Doing
- Building and maintaining strong relationships with key client site contacts to ensure benefit programme rollouts are delivered on time and in line with client expectations.
- Arranging engagement visits with client contacts over the phone.
- 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.
About You
- You’ll have experience in establishing and maintaining good working relationships built on trust and with 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.
- Experience of planning and scheduling work to tight deadlines would be an advantage.
- Intermediate knowledge of Microsoft Word, Excel, PowerPoint and Outlook.
Benefits
- Minimum of 25 day holiday rising with service and option to purchase more
- Private medical insurance and practical health plan
- Free travel insurance
- Enhanced maternity and paternity leave
- Online GP
These are just some of the many perks that we offer!
Do you live our values?
- Passion: Bringing energy and enthusiasm to your work every day. We value people who are motivated, engaged, and excited to make a difference.
- Pace: We move with purpose, staying focused and efficient to get things done while maintaining high standards.
- Professionalism: It’s not just about what we do, but how we do it. We approach every task with integrity, respect, and a commitment to delivering our best work.
- Diversity & Inclusion: Personal Group is proud to be an inclusive employer. We welcome applications from people of all backgrounds and experiences.
If you require any adjustments during the application or recruitment process, please contact our Recruitment Team, we’re here to support you.
About us
At Personal Group, we are a leading UK provider of employee benefits and health insurance. Since the 1980s, we have been on a mission to revolutionise insurance and employee benefits, and while our business has evolved over the past four decades, our commitment to supporting people and businesses has remained constant. Today, we are focused on improving employee health, wellbeing and engagement, working towards our vision of being “the champion of affordable benefits, keeping businesses and their employees happy, healthy and protected.” Our culture is shaped by our core values of Pace, Passion and Professionalism, which guide how we work together, support our customers and deliver when it matters most.
Client Operations Executive employer: Personal Group
Personal Group is an exceptional employer that prioritises employee engagement and career development, offering a supportive work culture where your contributions truly matter. With extensive training provided and opportunities for growth, you can thrive in a role that not only rewards your efforts with competitive salaries and uncapped commissions but also provides essential benefits like a company car, private medical insurance, and team events. Join us in making a positive impact on the lives of employees across the UK while enjoying a fulfilling and dynamic work environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Operations Executive
✨Get to Know the Company Culture
Before jumping into applications, it’s super helpful to understand the vibe at Personal Group. Check out their social media, read reviews on sites like Glassdoor, and see how they engage with customers. It'll give you clues on their values and help tailor your conversation during interviews.
✨Join Customer Support Communities
Dive into online communities like those on Reddit or LinkedIn where customer support pros hang out. Participating in discussions or asking questions can make you more visible to potential recruiters and help you learn about job openings at companies like Personal Group before they even post them.
✨Attend Job Fairs or Networking Events
Look out for local job fairs or events specifically for customer support roles. This is your chance to meet hiring managers face-to-face, and you might even get the opportunity to interview on the spot!
✨Show Off Your Skills with Customer Interactions
In the customer support world, showcasing your communication skills is key. Consider creating a short video introducing yourself or even doing a mock call to showcase your abilities. It's a memorable way to stand out, especially if you can share this during your interview process!
We think you need these skills to ace Client Operations Executive
Some tips for your application 🫡
Show Off Your Communication Skills:In customer support, clear communication is key. Make sure your CV highlights any experience you've had in customer-facing roles and your ability to resolve issues. Don't shy away from including specific examples of how you've gone above and beyond to help customers – this really shows your potential in the role.
Tailor Your Cover Letter to Personal Group:Your cover letter is your chance to shine! Tell us why you want to work at Personal Group specifically. Mention any unique aspects of our company that resonate with you and how your skills can enhance our customer support. This personal touch will set your application apart from the rest!
Highlight Any Relevant Tools or Tech Skills:If you've used customer support software like Zendesk or Freshdesk or have experience with CRM systems, make sure to mention these in your application. Being familiar with industry-standard tools can be a big plus for us when we’re reviewing applications, as it shows you can hit the ground running!
Demonstrate Your Problem-Solving Skills:Customer support roles often require a knack for problem-solving. In your application, share examples of past experiences where you've tackled tough situations or resolved conflicts effectively. This will give us a good sense of how you handle challenges—an essential skill for success at Personal Group!
How to prepare for a job interview at Personal Group
✨Show Off Your People Skills
In customer support, it's all about communicating effectively. Prepare to share instances from your past experiences where you handled difficult customers or resolved conflicts. We want to hear how you empathised and found the best solutions, so think of specific examples to back up your stories!
✨Know the Tools of the Trade
Familiarise yourself with common customer support tools like Zendesk or Freshdesk, and make sure to review how you’ve used any similar systems in the past. During the interview, being able to discuss your hands-on experience with software or ticketing systems can really set you apart from the competition, so don’t skip this prep!
✨Show Genuine Enthusiasm
As this is a full-time role, employers want someone who isn’t just looking for any job, but wants to grow within customer support. Make sure to express your enthusiasm for helping customers and your desire to develop your skills. Show them why you're passionate about this field!
✨Practice Common Scenarios
Be prepared for role-playing scenarios where you might have to reassess a solution with a frustrated customer or explain a complex process in simple terms. Practising these common scenarios can help us feel more confident and demonstrate our practical skills effectively during the interview.
