At a Glance
- Tasks: Provide top-notch service to clients in Wellbeing, Health & Protection.
- Company: Join a dynamic, values-driven team at Partners&.
- Benefits: Enjoy 30 days holiday, competitive salary, and professional development.
- Other info: Collaborative environment with opportunities for continuous learning.
- 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
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.
- 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 +
Client Adviser (Wellbeing, Health and Protection) in London 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, continuous development opportunities, and the chance to be part of a rapidly growing business that challenges the status quo in the insurance market.
StudySmarter Expert Advice🤫
We think this is how you could land Client Adviser (Wellbeing, Health and Protection) in London
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Partnersand). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Partnersand. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Client Adviser (Wellbeing, Health and Protection) in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Partnersand.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Partnersand. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Partnersand
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Partnersand to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Partnersand, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Partnersand's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
