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: Enjoy 30 days holiday, private medical insurance, and professional development opportunities.
- Other info: Great opportunity for career growth and making a real difference for clients.
- 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, with strong communication and insurance knowledge.
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 + bank holidays
Private Medical Insurance
Group Life Assurance
Group Income Protection
Corporate Client Adviser: Service & Insurance Solutions in Essex employer: Partnersand
At Partners&, we pride ourselves on being a dynamic and values-driven employer, dedicated to fostering a collaborative work culture that prioritises both employee growth and exceptional client service. With a focus on professional development and a supportive ecosystem of like-minded professionals, our team members enjoy 30 days of holiday, private medical insurance, and a commitment to challenging the status quo in the insurance market. Join us in Oxford, High Wycombe, or Essex, where your positive attitude and can-do spirit will thrive in an environment that truly values its people.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Client Adviser: Service & Insurance Solutions in Essex
✨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 those interviews by researching the company and its values. Show them that you’re not just another candidate, but someone who truly aligns with their mission and can contribute to their client experience.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experience make you the perfect fit for the Client Adviser role. Keep it concise and focus on how you can add value to their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Corporate Client Adviser: Service & Insurance Solutions in Essex
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 team.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you want to join Partners& and how your values align with ours. Share specific examples of how you've provided exceptional service in the past – we love hearing about your can-do attitude!
Showcase Your Communication Skills:As a Client Adviser, communication is key! Make sure your application is clear, concise, and free of errors. This is your chance to demonstrate your excellent communication skills right from the start.
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 Insurance Stuff
Make sure you brush up on your insurance knowledge, especially around commercial insurance. Familiarise yourself with underwriting, claims, and broking processes. This will not only help you answer technical questions but also show that you're serious about the role.
✨Show Off Your Communication Skills
As a Client Adviser, communication is key. Practice articulating your thoughts clearly and confidently. You might want to prepare some examples of how you've successfully communicated with clients or colleagues in the past, as this will demonstrate your ability to build positive relationships.
✨Demonstrate Your Can-Do Attitude
Partners& values a positive mindset, so be sure to convey your enthusiasm for the role. Share instances where you've tackled challenges head-on or gone above and beyond to meet client needs. This will align with their values and show that you're a great fit for the team.
✨Prepare Questions for Them
Interviews are a two-way street! Prepare thoughtful questions about the company culture, team dynamics, and how they measure success in the role. This shows that you're genuinely interested in the position and helps you assess if it's the right fit for you.
