At a Glance
- Tasks: Provide top-notch service to clients in Wellbeing, Health & Protection.
- Company: Join a dynamic and values-driven team at Partners&.
- Benefits: Enjoy 30 days holiday, private medical insurance, and more.
- Other info: Remote work available with opportunities for continuous professional development.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Cert CII or working towards it; strong communication and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
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
Client Adviser – Wellbeing & Health Protection (Remote) in Birmingham employer: Partnersand
At Partners&, we pride ourselves on being a dynamic and values-driven employer that prioritises the wellbeing of our employees and clients alike. With a strong focus on collaboration and professional growth, we offer a supportive work culture where you can thrive while delivering exceptional service in the Wellbeing, Health and Protection sector. Our remote working options, coupled with comprehensive benefits like private medical insurance and generous holiday allowances, make us an attractive choice for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Adviser – Wellbeing & Health Protection (Remote) in Birmingham
✨Tip Number 1
Network like a pro! Reach out to your connections in the wellbeing and health protection sector. A friendly chat can lead to opportunities that aren’t even advertised yet. Don’t be shy; people love to help!
✨Tip Number 2
Prepare for those interviews by practising common questions related to client service and wellbeing. We recommend role-playing with a friend or using online resources to boost your confidence. The more you practice, the smoother it’ll go!
✨Tip Number 3
Showcase your passion for the industry! When you get the chance to chat with potential employers, share your thoughts on current trends in health protection. It’ll show you’re engaged and ready to contribute to their mission.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about joining the Partners& family!
We think you need these skills to ace Client Adviser – Wellbeing & Health Protection (Remote) in Birmingham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Client Adviser role. Highlight your experience in wellbeing, health, and protection, and don’t forget to showcase your strong communication skills!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about joining our team at Partners& and how your values align with ours. Keep it engaging and personal!
Showcase Your Tech Savvy:Since we value confident use of technology, mention any relevant software or systems you’ve worked with, especially if you have experience with insurance client management systems like Acturis. It’ll give you an edge!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s quick and easy, and it ensures your application gets to the right people without any hassle!
How to prepare for a job interview at Partnersand
✨Know Your Stuff
Make sure you brush up on your knowledge of employee benefits insurance and the broking process. Familiarise yourself with the specific services offered by Partners& and how they differentiate themselves in the market. This will show that you're genuinely interested and prepared.
✨Showcase Your Communication Skills
Since strong verbal and written communication skills are key for this role, practice articulating your thoughts clearly. Consider preparing examples of how you've effectively communicated with clients in the past, especially in challenging situations.
✨Demonstrate a Can-Do Attitude
Partners& values positivity and a proactive approach. During the interview, share instances where you've gone above and beyond to help clients or colleagues. This will highlight your alignment with their values and your commitment to delivering exceptional service.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
