At a Glance
- Tasks: Provide top-notch service to clients in Wellbeing, Health & Protection.
- Company: Join a dynamic, values-driven team at Partners&.
- Benefits: Enjoy 30 days holiday, private medical insurance, and more.
- Other info: Collaborative environment 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 and Protection) in Bristol employer: Partnersand
At Partners&, we pride ourselves on being a dynamic and values-driven employer, offering a collaborative work culture that prioritises employee wellbeing and professional growth. With a focus on delivering exceptional client experiences in the Wellbeing, Health and Protection sector, our team members enjoy 30 days of holiday, private medical insurance, and opportunities for continuous development, all while working in vibrant locations like Birmingham and Bristol or remotely. Join us to be part of a rapidly growing business that truly values its people and fosters a supportive environment for success.
StudySmarter Expert Advice🤫
We think this is how you could land Client Adviser (Wellbeing, Health and Protection) in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the wellbeing and health sector. Attend industry events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially how they align with your own. Practise common interview questions and think about how you can showcase your experience in delivering top-notch client service.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great chance to reiterate why you’re the perfect fit for the team.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got a streamlined process that makes it easy for you to get your application in. Plus, it shows you’re serious about joining the Partners& family. Let’s make this happen!
We think you need these skills to ace Client Adviser (Wellbeing, Health and Protection) in Bristol
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 express your passion for the role and how you embody our values at Partners&. Be genuine and let your personality come through.
Showcase Your Technical Skills:Since we’re looking for someone with solid technical knowledge, make sure to mention any relevant experience with insurance client management systems or your familiarity with FCA compliance. This will set you apart!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our Partners& family!
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 processes. 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
As a Client Adviser, strong verbal and written communication skills are key. Practice articulating your thoughts clearly and concisely. You might even want to prepare examples of how you've effectively communicated with clients in the past, especially in challenging situations.
✨Demonstrate a Can-Do Attitude
Partners& values positive people with a proactive approach. During the interview, share instances where you've gone above and beyond for clients or colleagues. This will highlight your alignment with their values and your commitment to delivering exceptional service.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the role, team dynamics, and company culture. This not only shows your interest but also helps you assess if Partners& is the right fit for you. Plus, it gives you a chance to engage with your interviewers.
