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: 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) 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 plus bank holidays, private medical insurance, and opportunities for continuous development. Join us in Birmingham, Bristol, or remotely, and be part of a rapidly growing business that truly values its people and their contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Client Adviser (Wellbeing, Health and Protection)
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend events, and engage on platforms like LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can help you land that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its values. We want to see how you align with our mission at Partners&. Practise common interview questions and think about how your experience fits into the role of Client Adviser.
✨Tip Number 3
Showcase your skills! During interviews, don’t just talk about your qualifications; share specific examples of how you’ve delivered excellent client service in the past. We love hearing about your proactive approach and problem-solving abilities.
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple gesture that shows your appreciation and keeps you fresh in the interviewer’s mind. And remember, apply through our website for the best chance at joining our Partners& family!
We think you need these skills to ace Client Adviser (Wellbeing, Health and Protection)
Some tips for your application 🫡
Show Your Passion:When writing your application, let your enthusiasm for the role shine through! We want to see that you’re genuinely excited about joining our Wellbeing, Health and Protection team and how you can contribute to our mission.
Tailor Your CV:Make sure your CV is tailored to the job description. Highlight your relevant experience and skills that align with what we’re looking for in a Client Adviser. This shows us you’ve done your homework and understand what we value.
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.
Apply Through Our Website:Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about our company culture and values.
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 FCA compliance requirements and any relevant regulations. This will not only help you answer technical questions confidently but also show that you're serious about the role.
✨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 a few examples of how you've effectively communicated with clients in the past, especially in challenging situations.
✨Demonstrate Your Can-Do Attitude
Partners& values a positive, proactive approach. During the interview, share instances where you've gone above and beyond for clients or colleagues. Highlight your ability to adapt and find solutions, as this aligns perfectly with their ethos of challenging the status quo.
✨Prepare Questions That Matter
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and opportunities for professional development. This shows your genuine interest in the role and helps you assess if Partners& is the right fit for you.
