At a Glance
- Tasks: Support clients and collaborate with teams to deliver exceptional service.
- Company: Join a people-centric, values-driven business that prioritises collaboration.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Why this job: Make a real impact by enhancing client experiences in a dynamic setting.
- Qualifications: Cert CII or working towards it; strong communication and organisational skills.
- Other info: Embrace an inclusive culture and enjoy excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
If you’re considering a new chapter in your career and would like to work with a people-centric, collaborative, and values-driven business, we have an opportunity for you. We’re looking for positive people with a can-do attitude to join our Partners& family. We are a rapidly growing business that is passionate about our people and clients. Our purpose is to interact with clients in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals & we believe having great individuals in our business makes for a great client experience.
To provide exceptional service to clients and quality support to Client Executive(s).
Responsibilities- Working closely with the Client Executive (or similar) with responsibility for the day-to-day servicing of client accounts.
- Applies insurance knowledge and principles to day-to-day work queries.
- Ability to apply standard policy wording, extensions and limitations.
- Has a general understanding of the underwriting, claims and broking processes.
- To act as a point of reference with insurers and dealing with negotiations.
- Always working to our business operational standards, policies and processes.
- Having awareness of the different distribution channels.
- To build positive working relationships with internal colleagues and teams.
- To work collaboratively as a team to write, renew and service clients using the full end-to-end broking process.
- To use client applications accurately and as defined by the business including invoicing and maintaining data quality.
- To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues.
- To maintain own learning and CPD.
- Demonstrate understanding and application of the Client Journey and Partners& Difference when serving clients.
- Displays our PACE Values through behaviours with all stakeholders.
- Cert CII or working towards.
- Excellent communication, administration and decision-making skills.
- Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
- Ability to organise workflow, prioritise tasks and manage own time.
- Confident in using Microsoft Suite.
- Working knowledge of broking processes and regulatory standards.
- Up-to-date knowledge of FCA compliance rules.
- Competent user of insurance client system; Acturis an advantage.
- Confident in both raising & receiving concerns & know how to appropriately escalate issues.
- Engage with other team members to achieve better customer outcomes.
- Encourage others to embrace an inclusive culture.
- Consider the wider context of situations & deal with any ambiguities.
- Consistently role model professional principles, values and personal integrity to build trust.
- Ensure stakeholders have the information & tools necessary to make capable & confident decisions.
Client Adviser (Corporate) employer: Health Matters (UK) Ltd
Contact Detail:
Health Matters (UK) Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Adviser (Corporate)
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry and let them know you're on the lookout for a new role. You never know who might have the inside scoop on opportunities at companies like Partners&.
✨Tip Number 2
Prepare for those interviews by practising common questions and scenarios related to client servicing and insurance knowledge. We want you to feel confident showcasing your skills and how you can contribute to the team!
✨Tip Number 3
Don’t forget to research the company culture! Understanding Partners& values and how they align with your own will help you stand out as a candidate who truly fits into their people-centric environment.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in being part of our collaborative family at Partners&.
We think you need these skills to ace Client Adviser (Corporate)
Some tips for your application 🫡
Show Your Personality: When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to express your enthusiasm for the role and how your values align with ours.
Tailor Your Application: Make sure to customise your application for the Client Adviser position. Highlight your relevant experience in the insurance industry and how it relates to the responsibilities mentioned in the job description.
Be Clear and Concise: Keep your application clear and to the point. Use straightforward language and avoid jargon where possible. We appreciate a well-structured application that’s easy to read!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our Partners& family!
How to prepare for a job interview at Health Matters (UK) Ltd
✨Know Your Stuff
Make sure you brush up on your insurance knowledge, especially around commercial insurance and the broking processes. Familiarise yourself with the specific responsibilities of a Client Adviser and how they relate to the role you're applying for. This will show that you're not just interested in the job, but that you understand it too.
✨Show Your People Skills
Since this role is all about building positive relationships, be ready to share examples of how you've successfully collaborated with others in the past. Think about times when you’ve worked as part of a team or provided exceptional service to clients. Highlighting your communication skills will definitely impress them!
✨Demonstrate Your Can-Do Attitude
The company values a positive, can-do attitude, so make sure you convey enthusiasm during the interview. Be prepared to discuss how you approach challenges and your willingness to learn and adapt. A positive mindset can set you apart from other candidates.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture, the team you'll be working with, and how they measure success in this role. This shows that you're genuinely interested in the position and helps you determine if it's the right fit for you too.