At a Glance
- Tasks: Provide exceptional service to clients and support Client Executives in a dynamic environment.
- Company: Join a rapidly growing, values-driven business passionate about people and clients.
- Benefits: Enjoy 30 days holiday, competitive salary, and opportunities for professional development.
- Other info: Collaborative team culture with excellent career growth opportunities.
- Why this job: Make a real impact by challenging 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 elevate issues.
- Established professional principles and exceptional personal integrity.
- 30 days holiday +
Client Adviser (Corporate) in London 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 Client Advisers enjoy a rewarding career in the thriving areas of Oxford, High Wycombe, and Essex, complete with generous benefits including 30 days of holiday and opportunities for continuous learning.
StudySmarter Expert Advice🤫
We think this is how you could land Client Adviser (Corporate) in London
✨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 openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by practising common questions related to client servicing and insurance knowledge. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your personality! When you get the chance to meet potential employers, let your positive attitude shine through. Remember, they’re looking for someone who fits into their dynamic team, so be yourself and highlight your can-do spirit.
✨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 and contributing to our mission of exceptional client service.
We think you need these skills to ace Client Adviser (Corporate) in London
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 how it relates to the responsibilities listed in the job description. This shows us you’ve done your homework!
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.
How to prepare for a job interview at Partnersand
✨Know Your Stuff
Make sure you brush up on your insurance knowledge, especially around commercial insurance. Familiarise yourself with the underwriting, claims, and broking processes. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Client Adviser, excellent communication is key. Practice articulating your thoughts clearly and concisely. You might want to prepare 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 their team.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest but also helps you gauge if Partners& is the right place for you.
