Job Description:
Job Title: Virtual Account Manager - Retention SME Direct
Job Grade: B13
Salary: From £31,500.00 DOE and location + Fantastic benefits
Location status: Hybrid (flexible working options available)
Location: Bupa Place, Salford
Permanent/fixed term contract: Permanent
Shift pattern: Full-time 37.5hrs
About the Role
We're looking for a commercially minded and relationship-focused Virtual Account Manager to manage and grow a portfolio of SME clients. This is an exciting opportunity to work with established businesses, helping them maximise the value of their health and wellbeing benefits while delivering outstanding customer outcomes.
You'll play a key role in retaining and developing existing business relationships, identifying cross-sell opportunities, and supporting clients through engaging presentations, webinars, and wellbeing initiatives.
What You'll Be Doing
As a Virtual Account Manager, you will:
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Manage and develop a portfolio of existing SME clients, driving retention, growth, and profitability.
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Build trusted relationships with key decision-makers and stakeholders.
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Deliver virtual presentations and employee engagement sessions that support health and wellbeing programmes.
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Identify opportunities to expand product penetration across Healthcare, Cash Plan, Dental, and Specialist Health services.
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Achieve and exceed growth, retention, and cross-sales targets.
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Clearly communicate our value proposition and demonstrate the benefits of our products and services.
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Collaborate with internal teams including Marketing, Product, Compliance, and Risk to deliver excellent customer outcomes.
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Continuously improve customer journeys, processes, and service delivery.
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Ensure all activity complies with regulatory requirements and industry standards.
What We're Looking For
We're interested in hearing from candidates who can demonstrate:
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Proven success in account management, retention, business development, or relationship management.
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Experience building and maintaining long-term client relationships.
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Strong commercial awareness with a track record of delivering revenue growth.
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Excellent communication, presentation, influencing, and negotiation skills.
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Experience working within a regulated environment such as insurance, healthcare, financial services, or employee benefits.
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Ability to manage multiple stakeholders and work collaboratively across teams.
Personal Qualities
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Customer-focused with a passion for delivering excellent outcomes.
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Highly resilient, self-motivated, and target-driven.
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Commercially astute with strong business judgement.
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Ethical, trustworthy, and committed to high standards of compliance.
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Confident presenting to groups and senior stakeholders.
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Adaptable and comfortable working in a fast-paced environment.
What Success Looks Like
You'll be successful in this role if you:
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Deliver strong client retention and business growth results.
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Create meaningful relationships that enhance customer loyalty.
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Identify opportunities to increase product uptake and revenue.
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Consistently provide excellent customer experiences.
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Drive continuous improvement and operational excellence.
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Maintain the highest standards of risk management and regulatory compliance.
Why Join Us?
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Opportunity to manage and grow an established portfolio of SME clients.
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Play a key role in supporting employee health and wellbeing.
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Work within a collaborative and customer-focused environment.
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Develop your commercial, relationship management, and presentation skills.
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Be part of an organisation committed to delivering exceptional customer outcomes.
If you're a relationship-driven sales professional who enjoys helping businesses grow while making a positive impact on customer wellbeing, we'd love to hear from you.
Benefits
Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes all aspects of our health - from mental and physical, to financial, social, and environmental wellbeing. We support flexible working and have a range of family friendly benefits.
Joining Bupa in this role you will receive the following benefits and more:
- 25 days holiday, increasing through length of service, with option to buy or sell
- Bupa health insurance as a benefit in kind
- An enhanced pension plan and life insurance
- Annual performance-based bonus
- Onsite gyms or local discounts where no onsite gym available
- Various other benefits and online discounts
Why Bupa?
We're a health insurer and provider. With no shareholders, our customers are our focus. Our people are all driven by the same purpose - helping people live longer, healthier, happier lives and making a better world. We make health happen by being brave, caring and responsible in everything we do.
We encourage all of our people to ”Be you at Bupa”, we champion diversity, and we understand the importance of our people representing the communities and customers we serve. That's why we especially encourage applications from people with diverse backgrounds and experiences.
Bupa is a Level 2 Disability Confident Employer. This means we aim to offer an interview/assessment to every disabled applicant who meets the minimum criteria for the role. We'll make sure you are treated fairly and offer reasonable adjustments as part of our recruitment process to anyone that needs them.
Time Type:
Full time
Job Area:
Delivery and Operations
Locations:
Bupa Place
Company pension, Referral programme, Health & wellbeing programme, Gym membership, Private dental insurance, Additional leave, Private medical insurance, Employee mentoring programme, Financial planning services, Cycle to work scheme, Canteen, Free flu jabs, Paid volunteer time
