About us:
YuLife is an award-winning InsurTech company and an employee benefit provider.
We’re the world’s first “lifestyle insurance” company. While other insurers are there for people at the point of death or illness, we engage with people every day to help them live better lives.
To do that, we’ve built an award-winning app that rewards people for building healthy habits. It includes the best wellbeing and digital health tools in the world.
Customers can earn vouchers from great brands like Amazon, Tesco or ASOS for doing simple things like walking or practicing mindfulness. They can even do good by planting trees or cleaning the oceans from the app.
Our clients include Tesco, Capital One and Fujitsu, and we’ve been ranked the #1 employee benefit in the UK on Trustpilot. More recently, YuLife was recognized by CX Insurance Awards as ‘Best Insurtech 2024’ and the 8th Fastest Growing Technology Company in the UK in the prestigious 2023 Deloitte Technology Fast 50.
The role:
The Key Account Sales Associate will provide vital operational support to the Key Accounts Squad. You will play a key role in managing rate review/renewal administration, processing data, and ensuring background administrative processes are executed with accuracy and efficiency. The role will enhance the Key Accounts Squad’s capacity to focus on high-value strategic activities, such as client engagement, upselling, and cross-selling, contributing to the overall growth and success of the business.
Day to day responsibilities include, but are not limited to:
Renewals Operations
- Manage operational tasks related to the rate reviews/renewals of existing contracts, ensuring all relevant documentation is up to date, accurate, and compliant.
- Coordinate with Key Account Managers to ensure a smooth renewals process
- Collaborate with brokers to gather essential data required for the renewals process, ensuring accuracy and completeness of client records.
- Maintain CRM systems and other relevant databases to ensure data integrity and accuracy.
- Provide general administrative support for existing business, including document management, system updates, and data integrity checks.
- Help create Management Information presentations for Key Account renewals
- Serve as a liaison between the Key Accounts Squad and the Existing Business
- Admin team, helping streamline processes and reduce administrative load.
- Support the Existing Business Admin team by reducing their administrative burden, enabling greater focus on client-facing and revenue-generating activities.
The ideal candidate will have:
Essential Skills:
- Organisational and administrative expertise: Demonstrated ability to manage multiple tasks efficiently, with an emphasis on precision and attention to detail.
- Data handling: Ability to handle large volumes of data accurately, ensuring high data integrity and eliminating errors.
- Proficiency in CRM systems (e.g., HubSpot, Gainsight, Tableau, Salesforce) and Microsoft Office Suite (Word, Excel, PowerPoint).
- Effective communication: Strong verbal and written communication skills, with the ability to engage effectively with both internal teams and external brokers.
Desirable Experience:
- Experience in Group Risk or Healthcare Administration (GR1 or IF7 certifications would be an advantage).
- Familiarity with MI deck creation and client renewal and rate review processes is beneficial
Qualifications & Experience
- Strong administrative experience, ideally within a sales support or account management environment.
- Knowledge of Group Risk or Healthcare products(GR1 or IF7 certifications would be an advantage).
- Experience with CRM tools and administrative software packages.
- Excellent organisational and time management skills, with the ability to prioritise tasks effectively in a fast-paced environment.
- High level of written and verbal communication
What you’ll get:
We like to give more than we take so here are some of our benefits:
- Competitive base salary
- Potential to earn share options
- 6x salary life assurance
- Health Insurance
- Income protection
- 3% company contribution to pension via salary sacrifice scheme
- 25 days Annual Leave + 1 Love being Yu (e.g your birthday, moving house anything else that is for Yu!)
Additional Perks:
- Access to the YuLife app (which includes a tonne of well-being rewards, discounts and exclusive offers as well as access to Meditopia and Fiit)
- £20 per month to a "be your best Yu" budget
- Unlimited Monthly professional coaching with More Happi
- OnHand Volunteering app
- Learning Budget
- Financial coaching with Octopus Money
- Generous parental leave
- Remote working package; includes laptop, desk, chair etc.
- Remote and flexible working
- Currently our lovely office in Shoreditch is available if people want (and only if they want) to use it
Our framework and principles around hybrid working at YuLife.
Here at YuLife our values encompasses Love Being Yu and as a result we’re committed to diversity and inclusion. We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, colour, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, disability or any other protected class.
Read what one of our key investors has to say about our culture ›
We're more than just life insurance!
