At a Glance
- Tasks: Support clients and Client Executives with day-to-day account servicing and insurance queries.
- Company: Join a dynamic team in the insurance industry, dedicated to exceptional client service.
- Benefits: Enjoy flexible working options, professional development opportunities, and a collaborative work culture.
- Other info: Embrace an inclusive culture and contribute to positive client outcomes.
- Why this job: Be part of a supportive team that values your input and fosters personal growth.
- Qualifications: Cert CII or working towards it; strong communication and organisational skills required.
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.
Qualifications
- Cert CII or working towards.
Experience / Skills
- 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 elevate 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) in Oxford employer: Health Matters (UK) Ltd
As a Client Adviser (Corporate) at our company, you will thrive in a dynamic and supportive environment that prioritises exceptional client service and professional growth. We offer comprehensive training, a collaborative work culture, and opportunities for continuous development, ensuring you can advance your career while making a meaningful impact in the insurance industry. Located in a vibrant area, our office fosters a sense of community and inclusivity, making it an excellent place to build lasting relationships with colleagues and clients alike.
StudySmarter Expert Advice🤫
We think this is how you could land Client Adviser (Corporate) in Oxford
✨Tip Number 1
Familiarise yourself with the insurance industry, especially commercial insurance. Understanding the key principles and processes will help you engage in meaningful conversations during interviews and demonstrate your knowledge.
✨Tip Number 2
Network with professionals in the insurance sector, particularly those who work in client advisory roles. Attend industry events or join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Showcase your communication and decision-making skills in any interactions you have with us. Whether it's through networking or during the interview process, being articulate and confident can set you apart from other candidates.
✨Tip Number 4
Demonstrate your commitment to continuous professional development (CPD). Mention any relevant courses or certifications you are pursuing, such as Cert CII, to show that you are proactive about enhancing your skills and knowledge.
We think you need these skills to ace Client Adviser (Corporate) in Oxford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights relevant experience in client servicing and the insurance industry. Emphasise your communication skills, technical knowledge, and any qualifications like Cert CII.
Craft a Compelling Cover Letter:In your cover letter, demonstrate your understanding of the Client Journey and how you embody the PACE Values. Use specific examples from your past experiences to show how you can contribute to the team.
Showcase Your Technical Skills:Mention your proficiency with Microsoft Suite and any experience with insurance client systems like Acturis. Highlight your understanding of broking processes and FCA compliance rules to stand out.
Prepare for Potential Questions:Think about how you would respond to questions regarding your approach to client relationships, handling ambiguities, and working collaboratively within a team. Be ready to discuss how you prioritise tasks and manage your workflow.
How to prepare for a job interview at Health Matters (UK) Ltd
✨Showcase Your Insurance Knowledge
Make sure to brush up on your understanding of insurance principles, especially in relation to commercial insurance. Be prepared to discuss how you would apply this knowledge in day-to-day scenarios, as it will demonstrate your capability to handle client queries effectively.
✨Demonstrate Strong Communication Skills
As a Client Adviser, communication is key. Practice articulating your thoughts clearly and confidently. Think about examples where you've successfully communicated complex information to clients or colleagues, as this will highlight your ability to build positive relationships.
✨Familiarise Yourself with the Client Journey
Understand the Client Journey and how it relates to the services offered. Be ready to explain how you would enhance the client experience and ensure their needs are met, showcasing your commitment to exceptional service.
✨Prepare for Team Collaboration Questions
Since teamwork is crucial in this role, think of instances where you've worked collaboratively to achieve a goal. Be prepared to discuss how you engage with team members and contribute to an inclusive culture, as this aligns with the company's values.
