Client Operations Executive

Job Details

Job Title: Client Operations Executive

Location: Milton Keynes - Hybrid

Salary:£26,000

Contract Type: Permanent

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.

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.

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.

• Minimum of 25 day holiday rising with service and option to purchase more
• Private medical insurance and practical health plan
• Free travel insurance
• Enhance maternity and paternity leave
• Online GP

These are just some of the many perks that we offer! To view the extensive range of benefits we offer, please visit our careers page -

Bringing energy and enthusiasm to your work every day. We value people who are motivated, engaged, and excited to make a difference.

We move with purpose, staying focused and efficient to get things done while maintaining high standards. We value action and smart decision-making to drive progress.

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.

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.

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.