At a Glance
- Tasks: Provide exceptional service to clients and support Client Executives in a dynamic team.
- Company: Join a rapidly growing, values-driven business focused on client experience.
- Benefits: Enjoy 30 days holiday, private medical insurance, and professional development opportunities.
- Other info: Great opportunity for career growth in a supportive environment.
- Why this job: Make a real impact in the insurance market while working collaboratively with a passionate team.
- Qualifications: Cert CII or working towards it, with strong communication and insurance knowledge.
The predicted salary is between 51750 - 63250 £ per year.
We are looking for a Client Adviser to join our team at Partners& covering the Oxford, High Wycombe and Essex areas.
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 primary purpose of the role is to provide exceptional service to our clients and quality support to our Client Executives.
Responsibilities
- Working closely with our Client Executives with responsibility for the day-to-day servicing of client accounts.
Applying insurance knowledge and principles to day-to-day tasks enabling the delivery of exceptional service.
- Negotiating terms for our clients with insurers.
- Always working to our business operational standards, policies and processes.
- Using awareness of the different distribution channels available for the benefit of our clients.
- Building positive working relationships with Partners& colleagues and teams.
- Working collaboratively as part of our team to write new business, look after renewals and service our clients throughout the year.
- Using client applications and processes accurately and as defined by the business including invoicing and maintaining data quality.
- Looking for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues and our ecosystem.
- Ensuring stakeholders have the information & tools necessary to make capable & confident decisions.
- Taking consideration of the wider context of situations & deal with any ambiguities.
- Engaging with other team members to achieve better customer outcomes.
- Maintaining your own learning and continued professional development.
- Demonstrating your understanding and application of our Client Journey and Partners& Difference.
- Demonstrating alignment with our Partners& values.
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.
- A general understanding of the underwriting, claims and broking processes.
- Ability to apply standard policy wording, extensions and limitations.
- Ability to organise workflow, prioritise tasks and manage own time.
- Confident use of Microsoft Suite.
- Working knowledge of broking processes and regulatory standards.
- Up-to-date knowledge of FCA compliance rules.
- Competent in using an insurance client system; Acturis an advantage.
- Confident in both raising & receiving concerns & know how to appropriately escalate issues.
- Established professional principles and exceptional personal integrity.
- 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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Corporate Client Adviser: Service & Insurance Solutions in High Wycombe 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.
