At a Glance
- Tasks: Support clients and collaborate with the Schemes team to deliver exceptional service.
- Company: Join a people-centric, values-driven business that prioritises collaboration.
- Benefits: Enjoy 30 days holiday, private medical insurance, and group life assurance.
- Other info: Embrace an inclusive culture and build trust with stakeholders.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: CertCII (or working towards), strong communication, and organisational skills.
The predicted salary is between 44595 - 54505 £ per year.
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 interact with clients in a more holistic and dynamic way and to challenge the norm.
We have created an ecosystem that includes other like‑minded professionals & we believe having great individuals in our business makes for a great client experience.
To provide an exceptional service to clients and quality support to the wider Schemes team.
Key responsibilities and tasks
- Working closely with the wider Schemes team 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 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 work collaboratively as a team to write, renew and service Schemes clients using the full end‑to‑end broking process.
- To use the operational system in place in an effective and accurate manner.
- To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues.
- To maintain own learning and CPD.
- Communicating with our clients via different mediums (ie email, telephone).
- Thorough understanding and application of the Client Journey and Partners& Difference.
- Displays our PACE Values through behaviours with all stakeholders.
Qualifications
- Cert CII (or working towards).
- Excellent communication, administration, and decision‑making skills.
- Ability to organise workflow, prioritising tasks and managing own time.
- Confident in both raising & receiving concerns and know how to escalate issues.
- Engage with other team members to achieve better client outcomes.
- Encourage others to embrace an inclusive culture.
- Consistently role model values and personal integrity to build trust.
- Ensure stakeholders have the information and tools to make decisions.
- Sound technical knowledge of insurance with reference to commercial insurance.
- Working knowledge of broking processes and regulatory standards.
- Up to date knowledge of FCA compliance rules.
- Competent user of insurance client system.
We’re always on the look out for fantastic people with a burning desire to make a difference.
Benefits
- 30 days holiday + bank holidays
- Private Medical Insurance
- Group Life Assurance
- Group Income Protection
- #J-18808-Ljbffr
Client Adviser (Schemes) in Woking 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.
StudySmarter Expert Advice🤫
We think this is how you could land Client Adviser (Schemes) in Woking
✨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 Partnersand). 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 Partnersand. 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 (Schemes) in Woking
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 Partnersand.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Partnersand. 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 Partnersand
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Partnersand 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 Partnersand, 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 Partnersand'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.
