At Partners&, we focus on building relationships, providing expert advice, and delivering exceptional service when it matters most. We're looking for a proactive and client-focused Client Adviser to join our SME team and help deliver an outstanding experience for our clients from start to finish.
The Role
As a Client Adviser, you'll provide a first-class, end-to-end service to our SME clients, supporting them throughout their insurance journey. Working closely with colleagues across broking, claims and insurer partners, you'll ensure clients receive expert advice, responsive service and tailored insurance solutions that meet their needs.
This is an excellent opportunity for an individual with commercial insurance experience who enjoys building relationships, solving problems and delivering exceptional client outcomes.
What You'll Be Doing
- Providing a proactive and professional service to existing and prospective SME clients.
- Managing new business, renewals and mid-term adjustments through the full broking process.
- Responding to client enquiries and resolving issues promptly and effectively.
- Building strong relationships with clients, insurers and internal colleagues.
- Negotiating terms with insurers to achieve the best outcomes for clients.
- Ensuring all work is completed in line with business standards, policies and regulatory requirements.
- Maintaining accurate client records, data quality and invoicing within business systems.
- Identifying opportunities to introduce clients to additional products and services across the wider Partners& offering.
- Maintaining your professional development and industry knowledge.
- Championing and demonstrating our PACE values in everything you do.
About You
We're looking for someone who is passionate about client service and has a strong understanding of the commercial insurance market.
You'll ideally have:
- Experience working within commercial insurance or a broking environment.
- Strong technical knowledge of commercial insurance products and services.
- A proven track record of delivering outstanding customer service.
- Excellent communication, relationship-building and listening skills.
- Strong organisational skills with the ability to prioritise workloads effectively.
- Confidence using technology and systems, including Microsoft Office and Outlook.
- Knowledge of broking processes, FCA regulations and compliance requirements.
- Experience using insurance management systems, with Acturis experience being advantageous.
- Cert CII qualification or be working towards achieving it.
Why Join Partners&?
At Partners&, you'll be part of a collaborative and supportive team that is committed to delivering exceptional outcomes for clients and colleagues alike. We invest in our people, support professional development and provide opportunities to grow your career in a business that values innovation, expertise and client focus.
What we offer:
- Pension: Employer: 6% and Employee 2%
- Life Assurance: 4 x salary on death (can be increased up to 10 x through our Flex Benefits platform).
- Group Income Protection.
- Additional Benefits are available through our Flexible Benefits platform:
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SME Client Adviser in Nottingham employer: Partners&.
At Partners&, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. With flexible working arrangements and a commitment to professional development, our PI Director role provides the opportunity to lead impactful initiatives while supporting a diverse team dedicated to client excellence. Join us in a rewarding environment where your expertise will shape the future of our Professional Indemnity proposition.
