Patrick Joseph Millward

Achievements

• Delivering 310% of annual sales target in 2024, on track for 300%+ of 2025 sales target.
• 95%+ client retention with positive client feedback (NPS).
• 20+ successful annual enrolment selection windows in 2024.
• Collaborating with internal consultants to support clients with delivering large TUPE projects, reducing risk of lapse whilst generating new revenue.
• Successful migration of clients from a legacy platform.
• Use of Excel proficiency, online resources (including AI tools) and VBA knowledge to create Excel tools and macros to improve manual processes, reducing the risk of manual error and increasing efficiency for myself and across the wider team.
• Winning new contracts for clients carving out areas of their business due to customer satisfaction and level of service.
• Mentoring 2 new-to-industry colleagues.

Responsibilities

• Managing a bank of 20+ flexible benefits platform clients, maintaining a close relationship with key stakeholders up to HR Director level through email and monthly catch-up calls
• Delivering successful annual benefit selection windows by proactively gathering requirements and scoping with the client and both internal + external benefits consultants, allowing our delivery team to appropriately allocate resource for the project in advance
• Identifying upsell opportunities by learning about other product lines and building good relationships with colleagues in other areas of the business
• Maintaining a ‘toolkit’ for all clients, tracking renewal/window dates, key client milestones and outstanding actions
• Acting as an escalation point for our employee facing helpdesk and administration support helpdesk.
• Holding bi-annual strategic business review sessions for all clients, focusing on their short and long term benefit strategy, aiding in upsell opportunities whilst building the client relationship.