At a Glance
- Tasks: Provide exceptional service to SME clients and collaborate with a dynamic team.
- Company: Join a rapidly growing, values-driven business that challenges the status quo.
- Benefits: Enjoy 30 days holiday, private medical insurance, and professional development opportunities.
- Other info: Be part of a supportive team that values your growth and success.
- Why this job: Make a real impact in the insurance market while building strong client relationships.
- Qualifications: Cert CII or working towards it, with strong communication and organisational skills.
The predicted salary is between 30000 - 40000 £ 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.
- Cert CII or working towards.
- 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.
Client Adviser (SME) employer: Partnersand
At Partners&, we pride ourselves on being a dynamic and values-driven employer, dedicated to fostering a collaborative work culture that empowers our employees. With a focus on professional growth and a commitment to exceptional client service, we offer 30 days of holiday plus bank holidays, private medical insurance, and opportunities for continuous learning. Join us in Oxford and High Wycombe, where your contributions will directly impact our clients and help us challenge the status quo in the insurance market.
StudySmarter Expert Advice🤫
We think this is how you could land Client Adviser (SME)
✨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 other companies.
✨Tip Number 2
Prepare for those interviews by researching the company culture and values at Partners&. Show them you’re not just a fit for the role, but also for their team. Bring examples of how you've provided exceptional service in the past!
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation and reiterate your enthusiasm for the role. It keeps you fresh in their minds and shows your proactive attitude.
✨Tip Number 4
Apply directly 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 their mission.
We think you need these skills to ace Client Adviser (SME)
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Client Adviser role. Highlight your insurance knowledge and any relevant qualifications, like Cert CII, to show us you’re the right fit for our SME team.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to express your enthusiasm for joining Partners& and how your positive attitude aligns with our values. Share specific examples of how you've provided exceptional service in the past.
Showcase Your Communication Skills:Since excellent verbal and written communication is key for this role, make sure your application is clear and well-structured. We want to see that you can convey information effectively, just like you would with our clients.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Partnersand
✨Know Your Stuff
Make sure you brush up on your technical knowledge of the insurance industry, especially commercial insurance. Familiarise yourself with the specific services and values of Partners& so you can speak confidently about how you can contribute to their mission.
✨Showcase Your People Skills
As a Client Adviser, building relationships is key. Prepare examples of how you've provided exceptional service in the past. Think about times when you went above and beyond for clients and how you handled any challenges with a positive attitude.
✨Be Ready to Collaborate
Since the role involves working closely with the SME team, be prepared to discuss how you work in a team environment. Share experiences where you successfully collaborated with others to achieve a common goal, and highlight your ability to communicate effectively.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company and the role. Inquire about the team dynamics, the client journey, or how they measure success in providing exceptional service. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
