At a Glance
- Tasks: Provide exceptional service to clients and support Client Executives in a dynamic team.
- Company: Join a rapidly growing, values-driven business focused on client experience.
- Benefits: 30 days holiday, competitive salary, and opportunities for professional development.
- Other info: Engage in continuous learning and enjoy excellent career growth opportunities.
- Why this job: Be part of a collaborative team that challenges the status quo in the insurance market.
- Qualifications: Cert CII or working towards it; strong communication and insurance knowledge 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. 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 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 escalate issues.
- Established professional principles and exceptional personal integrity.
30 days holiday +
Corporate Client Adviser: Service & Insurance Solutions employer: Partnersand
At Partners&, we pride ourselves on being a dynamic and values-driven employer, offering a collaborative work culture that prioritises both employee growth and exceptional client service. With a commitment to professional development and a supportive ecosystem of like-minded professionals, our team members enjoy 30 days of holiday and the opportunity to make 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 Corporate Client Adviser: Service & Insurance Solutions
✨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 opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show that you align with their mission and can contribute to their client experience. We want to see your passion for exceptional service!
✨Tip Number 3
Practice your communication skills! Whether it's answering common interview questions or discussing your experience, being articulate and confident will set you apart. Remember, we’re looking for positive people with a can-do attitude!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the Partners& family.
We think you need these skills to ace Corporate Client Adviser: Service & Insurance Solutions
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 insurance and client service, and explain how your skills can contribute to our mission of providing exceptional client experiences.
Be Clear and Concise:Keep your application clear and to the point. Use straightforward language and structure your thoughts logically. This will help us easily understand your qualifications and how you can fit into our dynamic team.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join the Partners& family!
How to prepare for a job interview at Partnersand
✨Know Your Insurance Stuff
Make sure you brush up on your insurance knowledge, especially around commercial insurance. Be ready to discuss underwriting, claims, and broking processes. This will show that you’re not just a people person but also someone who understands the technical side of the role.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, practice articulating your thoughts clearly. Think about examples from your past where you’ve successfully communicated complex information to clients or colleagues. This will demonstrate your ability to build positive relationships.
✨Demonstrate Your Can-Do Attitude
Partners& values a positive mindset, so come prepared with examples of how you've tackled challenges in the past. Whether it’s negotiating terms or managing client accounts, showing that you can adapt and find solutions will resonate well with the interviewers.
✨Familiarise Yourself with Their Values
Take some time to understand the core values of Partners&. During the interview, align your answers with these values to show that you’re a good cultural fit. This could be about teamwork, client service, or innovation—whatever resonates most with their mission.
