Client Associate

At Health Partners, we pride ourselves on being one of the UK's leading providers of occupational health and wellbeing solutions. We partner with organisations across diverse industries, helping them to support the physical and mental health of their employees. Please note that the closing date for this vacancy is subject to change and the advert may close earlier if sufficient applications are received. We encourage early applications to avoid disappointment. REF JOB: JOB7244 Role Outline As a Client Associate, you will play a vital role in managing cases and ensuring the seamless delivery of our services. Your will coordinate appointments, liaise with clients, employees, clinicians, and third parties, proofread and release reports, and manage administrative processes such as invoicing and case closures. You will act as a key point of contact to provide essential support and ensure sensitive information is handled securely in line with GDPR and company policies. This role requires excellent organisation, attention to detail, and strong communication skills to support our clients, their employees, and the wider team effectively. What You'll Be Doing

• Management of Occupational Health cases including: booking appointments; reviewing cases, chasing updates and gathering information; reviewing, proof reading and releasing reports; invoicing and; closing cases
• Answering phone calls, making outbound calls and replying to emails.
• Using a cloud-based telephony system which records calls for training and quality purposes.
• Working within GDPR and the company's policies to ensure sensitive, personal information is protected as required by law, regulatory bodies, ethics, and best practice.
• Liaising with internal colleagues, clients, their employees, and 3rd parties (including GPs) via telephone, email and letter.
• Working towards our clients' goals and the company's key metrics.
• Display the company's CORE values; Caring matters, One team, great Relationships and Excellence all round.
• Escalating complex cases, complaints or those that are progressing slowly to relevant colleagues.
• Co-ordinating and maintaining diaries and appointments for all clinical staff ensuring maximum utilisation.
• Work with a wide variety of specialists and medical professionals, dealing with paperwork and documents, including immunisations & vaccinations. What We Are Looking For We are looking for a detail-oriented and proactive individual with excellent verbal and written communication skills, strong IT proficiency (including databases, telephony, and Outlook), and a sound knowledge of GDPR regulations. You should have customer service experience, strong teamwork skills, and the ability to multitask in a fast-paced environment. Desirable experience includes working in case management within Occupational Health or healthcare, working from home, and using Microsoft 365 (Word and Excel). A commitment to personal development and a proactive approach are highly valued. Location Home based within the UK Remote Working Disclaimer Please note that this job advert is for remote working from home in the UK only. Working from abroad is not allowed and will not be considered for this role. Applicants must ensure they are able to legally work and reside in the UK and must be available to work during UK working hours. Any applications from individuals who are not able to meet these requirements will unfortunately not be considered. Hours 37.5 hours per week, Monday to Friday between 8am and 6pm Salary £24,784.50 per annum Company Benefits We appreciate the people who work with us and our rewards package is reviewed regularly to reflect that. Our Current Benefits Package Is
• Competitive annual salary dependent on qualifications and experience
• Contributory pension scheme up to 6%
• Life assurance
• Starting on 25 days annual leave plus bank holidays, increasing with length of service
• Have a day off for your Birthday (non-contractual benefit)
• Discounted gym membership
• Cycle to work scheme
• Health cashback plan About Health Partners Health Partners are committed to transforming the way health and wellbeing services are delivered in the UK. As one of the UK's leading providers of occupational health and wellbeing solutions, we work with organisations across a wide range of industries to support the physical and mental health of their employees. Our mission is simple: to empower people to lead healthier, happier, and more productive lives. With a strong focus on innovation and excellence, Health Partners combines clinical expertise with a personal, compassionate approach. Our multidisciplinary team of healthcare professionals, including occupational health advisors, physicians, physiotherapists, and counsellors, delivers tailored, evidence-based solutions designed to meet the unique needs of our clients and their workforce. We pride ourselves on fostering long-term partnerships built on trust, professionalism, and results. Whether it's through workplace health assessments, proactive wellbeing initiatives, or mental health support, Health Partners is dedicated to making a real difference. At the heart of Health Partners is a culture of collaboration and continuous improvement. We believe in investing in our people and providing opportunities for growth, ensuring that our employees feel valued and inspired to deliver their best. By joining Health Partners, you'll become part of a dynamic team that's passionate about driving positive change in the workplace and beyond. Statement Health Partners are extremely proud to support the needs of our employees and as such understands everyone has individual work and home life responsibilities. We're happy to discuss flexible working arrangements for this role, should this be a requirement for you. forms an integral part of everything that we do, bringing together the best talent, helping people to realise their full potential by being yourself at work and delivering an outstanding service to everyone – regardless of difference.