• Bournemouth
Vitality is an award winning, dynamic and vibrant financial services provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business.

Our CORE PURPOSE is to make people healthier and to enhance and protect their lives. From people to products and processes, we aspire to deliver on our purpose in everything we do.

Our VISION is to be the BEST health insurer in the UK

We are looking for talented individuals who are committed to living our values and delivering an award winning service to our customers.

Overall Job Purpose

The job purpose is to have responsibility for managing and renewing a portfolio of large SME clients with a personal, positive and professional level of account management. This will ensure the service expectations of our highest premium SME accounts are met and our external service standards exceed market expectations.


This role commands a high level of accountability to include but not limited to:

Negotiation and renewal of the annual SME contracts.
Creation and delivery of an annual client wellness promotional strategy.
Day-to-day relationship with SME clients for queries and escalations.
Build strong relationships with a broker panel.
Arrange own work load to include daily, weekly and monthly tasks
Responsibility for a weekly report to Head of Corporate Client Management which highlights achievements as well as any key concerns

Skills Required



Proven oral and written communication skills.
Experience and ability to build relationships with multiple stakeholders of varying roles and expertise, both externally and internally.

Working knowledge of applications such as Word, Powerpoint and computer literacy


CII IF7 Exam
CII 790 Exam
Excel/Powerpoint qualifications



Proven experience in a customer service, sales or account management environment, ideally within the SME / Corporate market.
Ability to build strong relationships with internal and external stakeholders.
Strong oral and written skills.

Desire to be a strong individual but also a team member.
Ability to demonstrate a strong passion for the Vitality product and brand.
Experience of managing multiple priorities to strict deadlines.

Experience of managing internal departments and cross-functional agendas.


High level of motivation required.
Ability to create and deliver Action Plans.
Ability to multi-task and prioritise activities.
Ability to listen, take ownership and act.


Flexibility and ability to manage uncertain situations.
Quality driven and self-motivated.
Able to work effectively as part of a team.
Ability to suggest process improvements and share best practice.
Ability to work under pressure from both external and internal influences.

Working for Vitality, you'll experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best. We think work should be fun and sociable, and we want our people to get the most out of every day.

Our people are chosen for their skills, knowledge, enthusiasm and attitude but above all, their belief that anything can be achieved.