At a Glance
- Tasks: Provide exceptional service to clients and support Client Executives in a dynamic team.
- Company: Join a rapidly growing, values-driven insurance business that prioritises people and clients.
- Benefits: Enjoy 30 days holiday, private medical insurance, and group life assurance.
- Other info: Collaborative environment with opportunities for professional development and career growth.
- Why this job: Make a real impact by challenging the status quo in the insurance market.
- Qualifications: Cert CII or working towards it; strong communication and decision-making skills required.
The predicted salary is between 30000 - 40000 £ 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.
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.
- Cert CII or working towards.
- 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 elevate issues.
- Established professional principles and exceptional personal integrity.
- 30 days holiday + bank holidays
- Private Medical Insurance
- Group Life Assurance
- Group Income Protection
Client Adviser (Corporate) employer: Partnersand
At Partners&, we pride ourselves on being a dynamic and values-driven employer, offering a collaborative work culture that prioritises the growth and well-being of our employees. With a focus on exceptional client service and a commitment to professional development, we provide our Client Advisers with ample opportunities to thrive in their careers while enjoying generous benefits such as 30 days of holiday, private medical insurance, and group life assurance. Join us in challenging the status quo and making a meaningful impact in the insurance market across the Oxford, High Wycombe, and Essex areas.
StudySmarter Expert Advice🤫
We think this is how you could land Client Adviser (Corporate)
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for a Client Adviser role. You never know who might have the inside scoop on opportunities at Partners& or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your insurance knowledge and understanding the unique client journey at Partners&. Show them you’re not just another candidate, but someone who truly gets their values and mission.
✨Tip Number 3
Don’t forget to showcase your can-do attitude! During interviews or networking events, share examples of how you've gone above and beyond for clients in the past. This will highlight your commitment to exceptional service, which is key for this role.
✨Tip Number 4
Finally, apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining the Partners& family and contributing to our mission.
We think you need these skills to ace Client Adviser (Corporate)
Some tips for your application 🫡
Show Your Personality:When writing your application, let your personality shine through! We want to see the real you, so don’t be afraid to express your enthusiasm for the role and how you align with our values at Partners&.
Tailor Your Application:Make sure to customise your application for the Client Adviser position. Highlight your relevant experience in the insurance industry and how it relates to the responsibilities mentioned in the job description. We love seeing how you can bring value to our team!
Be Clear and Concise:Keep your application clear and to the point. Use straightforward language and avoid jargon unless it’s relevant. We appreciate a well-structured application that makes it easy for us to see your qualifications and skills.
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen on joining the Partners& family!
How to prepare for a job interview at Partnersand
✨Know Your Stuff
Make sure you brush up on your insurance knowledge, especially around commercial insurance. Familiarise yourself with the underwriting, claims, and broking processes. This will not only help you answer questions confidently but also show that you're serious about the role.
✨Show Your Can-Do Attitude
Partners& is looking for positive people, so be sure to convey your can-do attitude during the interview. Share examples of how you've tackled challenges in the past and how you can bring that same energy to their team.
✨Build Rapport
Since the role involves working closely with Client Executives and other team members, demonstrate your ability to build positive relationships. Use the interview to connect with your interviewer by asking thoughtful questions and showing genuine interest in their experiences at Partners&.
✨Highlight Your Organisational Skills
Talk about how you manage your workflow and prioritise tasks. Give specific examples of how you've successfully organised your time in previous roles, as this is crucial for providing exceptional service to clients and supporting your colleagues effectively.
