Client Portfolio Lead

We’re not just your average health company; we’re aiming to revolutionise access to healthcare in the UK by offering innovative health and wellbeing solutions that are affordable, accessible, and effective. From preventive care to comprehensive medical support, we aim to empower individuals to take charge of their health, inspiring them to make the most of their wellbeing. Added to that we’re the first health insurer in the UK to be awarded B-Corp status in recognition of our significant achievements in sustainability, in addition to our ambitious environmental and social responsibility goals.  

We’re looking for a Client Portfolio Lead to manage, retain, and develop a portfolio of corporate clients. This role is at the heart of delivering outstanding service, strengthening client relationships, and ensuring positive wellbeing outcomes for their people.

Reporting to our Sales Operations Manager, you’ll serve as a trusted advisor, the primary point of contact for your clients, balancing day‑to‑day service excellence with proactive account development. You’ll support client wellbeing strategies, spot opportunities for growth, and help sustain the reputation of Simplyhealth as a partner organisations can rely on.

Key responsibilities

• Act as the main point of contact and trusted advisor for corporate clients.
• Build a strong understanding of each client’s needs, culture, and wellbeing priorities.
• Monitor service performance, resolve issues quickly, and champion an excellent client experience.
• Lead structured reviews (quarterly/annual), providing insight, performance updates, and future recommendations.
• Manage and develop a portfolio of clients to drive retention, engagement, and satisfaction.
• Support renewal discussions, ensuring smooth commercial outcomes.
• Identify cross‑sell, upsell and optimisation opportunities (100–250 lives), escalating more complex opportunities as needed.
• Ensure SLAs and response times are consistently met or exceeded.
• Act as the primary service contact for preferred provider arrangements.
• Use feedback and insights to drive continuous improvement and enhance client outcomes.
• Work closely with Sales, Operations, Product, Marketing, Pricing and Legal teams to deliver joined‑up solutions.
• Keep client records up to date in Salesforce and related systems and produce accurate reporting for clients and internal stakeholders.

What’s in it for you

As well as a competitive salary, our benefits package includes:

• Group bonus scheme
• Generous pension with a 6% pension gift from us
• 36 days holiday (with the option to buy and sell a further 5 days)
• Flexible benefits pot (which you can choose to use against some great benefits such as critical illness, private healthcare scheme, shopping vouchers and more)
• Your own health plan
• Access to a wellbeing hub
• Shopping discounts
• Recognition awards healthcare scheme healthcare scheme
• Give as you earn
• 3 volunteering days

We have a head office in Hampshire, but depending on your role, you’ll be able to enjoy our ‘smart working’ approach This means you can flex when and where you spend your time. For many of us this means day to day work can be handled remotely, but there will also be times when we need to come together in the office to collaborate, attend training sessions, induction, briefings and more. For a role like this, you can expect to be in the office a day a week.

We’re focused on providing an application, assessment and onboarding journey that is fair, consistent, diverse and inclusive for all, allowing us to hire top talent based on the skills and behaviours pivotal to your and our success.

Your process

• Screening call with Talent Acquisition Team
• Virtual Interview with the hiring manager and team
• Aptitude assessment
• Presentation/case study with the hiring manager and team
• Offer

Should you require any additional support with your application, or need us to make any adjustments for you, please contact our Talent  Acquisition Team; [email protected].”

Please note: Working for a purpose driven company like ours is a fantastic opportunity so we often receive high volumes of applications for our roles. In these cases, we may close our job adverts early and aren’t able to consider applications after this time.