At a Glance
- Tasks: Provide exceptional service to SME clients and collaborate with a dynamic team.
- Company: Join a rapidly growing, values-driven insurance 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 and collaborative environment.
- Why this job: Be part of a team that challenges the status quo and makes a real difference.
- Qualifications: Experience in commercial insurance and a passion for delivering first-class client service.
The predicted salary is between 27000 - 33000 £ per year.
We are looking for a Client Adviser to join our SME team at Partners& covering the Oxford and High Wycombe 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 for our SME clients.
Key responsibilities
- Providing a first-class, proactive service to existing clients and prospective SME clients through the adoption and implementation of our Client Journey and Partners& Difference.
- Working collaboratively as a part of our SME team to write new business, look after renewals and service our clients throughout the year.
- Responding to client issues in a timely and friendly manner.
- Building relationships with our claims and wider broking teams for technical referral and new business opportunities.
- Negotiating terms for our clients with insurers.
- Always working to our business operational standards, policies and processes.
- 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.
- Maintaining your own learning and continued professional development.
- Demonstrating alignment with our Partners& values.
Qualifications
- Cert CII or working towards.
Experience / skills
- Sound technical knowledge of the insurance industry with reference to commercial insurance.
- Proven ability to provide a responsive first-class service to clients.
- Excellent verbal and written communication and administration skills.
- Knowledge of the wider Partners& offering.
- Ability to organise workflow, prioritise tasks and manage own time.
- Confident use of Microsoft Office suite.
- Working knowledge of broking processes and regulatory standards.
- Working knowledge of FCA compliance rules.
- Competent in using an insurance client system; Acturis an advantage.
- 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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SME Insurance Client Adviser – Exceptional Service & Growth 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.
