Client Relationship Manager – Health & Wellbeing
Location: London, Hybrid or Remote
Overview
Are you an experienced Client Relationship Manager happy to take ownership of a diverse portfolio of clients across multiple lines of business? They this could be the role for you! While experience in both Group Risk and Healthcare is desirable, we will also consider an expert in one of these areas. As a trusted strategic partner — providing insight, guidance, and innovation to help clients optimise their health and wellbeing strategies, drive value, and manage organisational risk.
Key Responsibilities
* Client Ownership: Take full accountability for managing and retaining a portfolio of clients, building strong and lasting relationships across multiple stakeholders.
* Strategic Partnership: Lead strategic conversations with senior client stakeholders to identify organisational needs, shape long-term health and benefits strategies, and uncover opportunities for added value.
* Solution Development: Design innovative, practical, and evidence-based solutions to address client challenges in medical, wellbeing, and risk propositions.
* Health & Wellbeing Integration: Collaborate with clients to enhance clinical pathways, implement tailored onsite health programmes, and address wider wellbeing risks beyond traditional insurance solutions.
* Data & Insight: Use data analytics to measure the impact of initiatives, identify trends, and inform strategic decision-making.
* Market Awareness: Stay ahead of developments in employee benefits, health tech, and wellbeing to inform client advice and internal proposition growth.
* Leadership & Mentoring: Support and mentor team members to help them reach their full potential, and lead by example as a role model within the team.
* Collaboration: Partner with the new business team to develop and convert opportunities, and share insights to enhance propositions across service lines.
* Quality & Governance: Provide oversight, conduct peer reviews, and ensure delivery of high-quality client work that meets compliance and professional standards.
* Thought Leadership: Contribute to seminars, articles, and wider industry initiatives to strengthen the organisation’s reputation in the market.
* Commercial Focus: Drive continuous improvement, efficiency, and commercial sustainability across client services.
Qualifications & Experience
* Extensive experience in the UK employee benefits market, ideally with a focus on PMI and Health Trust arrangements.
* Strong understanding of the strategic and operational challenges facing corporate clients.
* In-depth product knowledge of core insurance processes.
* Proven ability to manage and grow senior client relationships, with strong negotiation and influencing skills.
* Analytical mindset — able to interpret complex data and translate insights into action.
* Experience delivering change initiatives such as benefits redesigns or health strategy transformations.
* Excellent communication skills, both written and verbal, adaptable to a range of audiences.
Whats in it for you?
Join one of the most respected Financial Services firms in the UK within a strategic and varied CRM role where you will be given the autonomy to work under your own management and manage your own time and diary. You will also be given excellent career progression opportunities within a firm who are dedicated to internal development, supporting professional qualifications and offer generous bonuses.