Client Adviser (Wellbeing, Health and Protection)
Location: Birmingham, Bristol and remote
Overview and key points
We are looking for a talented Client Adviser to join our Wellbeing, Health and Protection team full time at Partners&.
If you’re considering a new chapter in your career and would like to work with a dynamic, 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 our 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 services we can provide, and we believe having great individuals in our business is what will really make a difference for our clients.
The purpose of the role is to provide a first-class end-to-end service for Wellbeing, Health & Protection (WH&P) clients.
Responsibilities
- Delivering a first-class, proactive service to existing and prospective WHP clients by consistently applying the Client Journey and Partners& Difference to every interaction.
- Working collaboratively within the team to effectively renew and service WHP clients, utilising the full end-to-end broking process.
- Responding promptly and professionally to client queries and issues, ensuring a high standard of service at all times.
- Building and maintaining strong working relationships with wider broking teams to support technical queries and client referrals.
- Adhering to all business operational standards, policies, and processes in day-to-day activities.
- Accurately using client systems and applications as required by the business, including invoicing and maintaining high-quality data records.
- Identifying opportunities to meet broader client needs through additional services and products, referring these opportunities to relevant internal colleagues and partners.
- Taking ownership of personal learning, maintaining continuous professional development, and enhancing technical knowledge.
- Demonstrating alignment with our Partners& values.
Qualifications
- Cert CII or working towards.
- Solid technical knowledge of employee benefits insurance.
- Proven ability to deliver a responsive, high-quality service to clients.
- Strong verbal and written communication skills, with attention to detail in administrative tasks.
- Effective active listening skills, enabling a clear understanding of client needs.
- Ability to organise workload, prioritise effectively, and manage time efficiently.
- Confident use of technology and software, including Microsoft Office and Outlook.
- Good understanding of broking processes and relevant regulatory standards.
- Working knowledge of FCA compliance requirements.
- Experience using insurance client management systems; familiarity with Acturis is advantageous.
- 30 days holiday + bank holidays
- Private Medical Insurance
- Group Life Assurance
- Group Income Protection
- Please complete the simple form below and we will arrange for a specialist adviser to contact you.
- Are you returning to work after a career break?
- Yes
- No
- Please upload your CV Accepted file types: pdf, doc, docx, , Max. file size: 10 MB.
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Client Adviser – Wellbeing & Health Protection (Remote) in Birmingham employer: Partnersand
At Partners&, we pride ourselves on being an exceptional employer, offering a dynamic and collaborative work environment in the heart of Oxford and High Wycombe. Our commitment to employee growth is reflected in our extensive benefits package, including 30 days of holiday, private medical insurance, and opportunities for continuous professional development. Join us to be part of a values-driven team that not only prioritises client satisfaction but also fosters a culture of support and innovation.
