At a Glance
- Tasks: Provide exceptional service to clients and support Client Executives in daily operations.
- Company: Join a people-centric, values-driven business that’s rapidly growing.
- Benefits: Flexible working options, supportive team culture, and opportunities for personal growth.
- Other info: Embrace an inclusive culture and enjoy excellent career development opportunities.
- Why this job: Be part of a team that challenges the status quo in the insurance market.
- Qualifications: Cert CII or working towards it, with strong communication and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
We are looking for a Client Adviser to join our team at Partners&. While this position is based in our Inverness office, we are happy to consider applicants from across the wider Scotland region, including those seeking remote opportunities. 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 challenge the status quo and create a client experience like no other in the insurance market. We have created an ecosystem that includes other like-minded professionals that extends the service we can provide our clients. We believe having great individuals in our business is what will really make a difference for our clients.
The purpose of this role is to provide an exceptional service to clients and quality support to Client Executive(s).
Responsibilities- Working closely with the Client Executive with responsibility for the day-to-day servicing of client accounts.
- Applies insurance knowledge & 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.
- Working always to business operational standards, policy and processes.
- Having awareness of the different distribution channels.
- To build positive working relationships with internal colleagues and teams.
- To use client applications accurately and as defined by the business including invoicing and data quality.
- To maintain own learning & CPD.
- Thorough understanding and application of the Client Journey and Partners& Difference.
- Display 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, prioritising tasks and managing own time.
- Working knowledge of broking processes and regulatory standards.
- Up-to-date knowledge of FCA compliance rules.
- Competent user of insurance client system; Acturis and 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 & personal integrity in order to build trust.
- Ensure stakeholders have the information & tools necessary to make capable & confident decisions.
Client Adviser in Inverness employer: Partners&.
At Partners&, we pride ourselves on being a people-centric and values-driven employer, offering a collaborative work culture that empowers our employees to thrive. Based in the picturesque city of Inverness, we provide exceptional growth opportunities and a supportive environment for our Client Advisers, ensuring they can develop their skills while delivering outstanding service to our clients. Join us to be part of a rapidly growing business that values innovation and teamwork, making a meaningful impact in the insurance market.
StudySmarter Expert Advice🤫
We think this is how you could land Client Adviser in Inverness
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Partners&.). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Partners&.. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Client Adviser in Inverness
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Partners&..
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Partners&.. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Partners&.
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Partners&. to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Partners&., they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Partners&.'s values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
