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- Tasks: Manage client relationships and develop new business opportunities in a dynamic environment.
- Company: Join a supportive, forward-thinking company in Harrogate with a collaborative culture.
- Benefits: Earn up to £40,000 plus bonuses, pension, private healthcare, and 25 days holiday.
- Why this job: Shape your career while working with established clients and growing your own portfolio.
- Qualifications: Experience in employee benefits or financial services; strong communication and organisational skills.
- Other info: Professional development supported with training and qualifications; office-based role with networking opportunities.
The predicted salary is between 24000 - 40000 £ per year.
An exciting and newly created role for a Customer Relationship Consultant has arisen to join our clients growing team in Harrogate. You will take ownership of a portfolio of established clients and assist in developing new business opportunities. This is an excellent opportunity for someone with experience in employee benefits administration, consultancy, insurance broking or financial services who is looking to build their expertise and career and progress within a supportive, forward-thinking business.
Responsibilities include:
- Acting as deputy Client Relationship Manager on several larger accounts, supporting the Managing Director.
- Taking the lead CRM role on a portfolio of smaller clients, ensuring exceptional service delivery in line with client needs and agreed terms.
- Working closely with the Client Support team to manage scheme renewals, annual reporting, and key client events.
- Developing opportunities for organic growth within your client base.
- Playing an active role in new business activity following up leads, attending meetings, and pitching services as part of the Sales & Marketing team.
- Maintaining CPD requirements for FCA authorisation (group risk and healthcare).
- Building and updating pensions knowledge to confidently answer technical client queries, including workplace pension operations and auto enrolment duties.
- Contributing content for the quarterly newsletter and supporting wider communications.
- Attending networking events, conferences, and partner functions to strengthen relationships and build new ones.
Candidate requirements:
- Experience within employee benefits, insurance broking, or financial services support/consultancy.
- A proactive, client-focused approach and confidence in building relationships.
- Strong organisational skills and an eye for detail.
- Someone comfortable managing multiple responsibilities and deadlines.
- A good communicator who enjoys both client work and business development.
Salary and benefits:
- Salary up to £40,000 plus performance-related bonus.
- Pension, life assurance, and private healthcare.
- 25 days holiday + bank holidays.
- Full support with training and professional development.
- A friendly, collaborative working environment.
- The chance to work with an established book of clients from day one, while still having opportunities to shape and grow your own portfolio.
Professional qualifications are encouraged and fully supported; the company covers membership fees for relevant bodies as well as exam costs. This is an office-based role requiring regular attendance at the Harrogate office, so you should be within a reasonable daily commute. Occasional travel to client sites and networking events is required, so must have a driving licence.
Interested? Please send your CV to Louise at Unity Resourcing.
Customer Relationship Consultant in Harrogate employer: Unity Resourcing Ltd
Contact Detail:
Unity Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Customer Relationship Consultant in Harrogate
✨Tip Number 1
Get networking! Attend industry events and conferences to meet potential clients and employers. It's all about building those relationships, so don’t be shy – introduce yourself and chat about your experience!
✨Tip Number 2
Follow up on leads like a pro! If you’ve had a conversation with someone about a potential opportunity, drop them a quick email or message to keep the dialogue going. It shows you're keen and proactive.
✨Tip Number 3
Show off your expertise! When you’re in discussions, don’t hesitate to share your knowledge about employee benefits or financial services. This will help you stand out as a knowledgeable candidate who can add value.
✨Tip Number 4
Apply through our website! We love seeing candidates who take the initiative. Plus, it gives you a chance to showcase your skills and personality right from the start. Don’t miss out on that opportunity!
We think you need these skills to ace Customer Relationship Consultant in Harrogate
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your background in employee benefits, insurance broking, or financial services to show us you’re the right fit for the role.
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about this position. Share specific examples of how you've built client relationships and contributed to business growth in your previous roles.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application is clear and professional. We want to see that you can communicate effectively, so pay attention to grammar and structure.
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 don’t miss out on any important updates regarding your application status.
How to prepare for a job interview at Unity Resourcing Ltd
✨Know Your Clients
Before the interview, research the company’s existing client base and their needs. Understanding the types of clients you’ll be working with will help you demonstrate your proactive, client-focused approach during the interview.
✨Showcase Your Experience
Be ready to discuss your previous experience in employee benefits, insurance broking, or financial services. Prepare specific examples of how you've successfully managed client relationships or developed new business opportunities to highlight your relevant skills.
✨Demonstrate Organisational Skills
Since the role involves managing multiple responsibilities, come prepared with examples that showcase your strong organisational skills. Discuss how you prioritise tasks and meet deadlines, as this will resonate well with the interviewers.
✨Engage in Business Development Talk
As part of the Sales & Marketing team, you’ll need to pitch services and follow up on leads. Be ready to share your thoughts on how you would approach new business activities and contribute to organic growth within the client base.
