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 group life assurance.
- Other info: Remote work available with excellent professional development opportunities.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: Cert CII or working towards it, with strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
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.
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.
- 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) 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 extensive benefits including 30 days of holiday, private medical insurance, and opportunities for continuous learning in a supportive remote work environment. Join us in Birmingham, Bristol, or remotely to be part of a rapidly growing team that is dedicated to challenging the status quo in the insurance market.
