Client Services

Account Management
Account Management provides the crucial coordination link between our clients and our field based teams of executives and consultants. The department ensures that we visit every location at a time convenient for the client and are able to speak to every employee to explain the client’s benefits package and our insurance solutions.  

Client Solutions
The Client Solutions Department is responsible for creating and managing voluntary and flexible employee benefits packages, bespoke to each of our clients. The department designs, promotes and project manages the introduction of each new benefits package and the ongoing communication and promotion of the programme to a client’s employees. This also includes web based solutions, a helpline service for client enquiries, general support for each benefits programme and liaison with other partner suppliers.

Sales Administration
The Sales Administration team provides support to our field based teams. This is a very busy and fast paced team which manages the demands of all field executives and consultants across the UK. This includes ensuring all required information is despatched correctly to the teams, booking necessary travel arrangements and tracking individual performance targets.

Marketing
The Group Marketing Department is responsible for developing marketing strategy across all companies within Personal Group. This includes managing all marketing, communication, brand and PR activities in order to support the development and growth of Personal Group and includes building the Personal Group brand within the local community.