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 group life assurance.
- Other info: Great opportunities for professional development and career growth.
- 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 Oxford employer: Partnersand
At Partners&, we pride ourselves on being a dynamic and values-driven employer, dedicated to fostering a collaborative work culture that empowers our employees. With a focus on professional growth and a commitment to exceptional client service, we offer 30 days of holiday, private medical insurance, and opportunities for continuous learning. Join us in Oxford, High Wycombe, and Essex, where your contributions will directly impact our clients and the insurance market.
StudySmarter Expert Advice🤫
We think this is how you could land Corporate Client Adviser: Service & Insurance Solutions in Oxford
✨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 you’re not just another candidate; you’re genuinely interested in being part of their dynamic team at Partners&.
✨Tip Number 3
Practice your pitch! Be ready to explain how your skills and experience align with the role of a Corporate Client Adviser. Highlight your can-do attitude and how you can contribute to creating that exceptional client experience.
✨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 serious about joining the Partners& family.
We think you need these skills to ace Corporate Client Adviser: Service & Insurance Solutions in Oxford
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!
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 a good story!
Show Off Your Communication Skills:Since communication is key in this role, make sure your application is clear and concise. Use professional language but keep it friendly – we want to see your personality shine through!
Apply Through Our Website:Don’t forget to submit your application through our website! It’s the best way for us to receive your details and get the ball rolling on your journey to joining our 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 and the underwriting process. Being able to discuss these topics confidently will show that you're serious about the role and understand the industry.
✨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 experiences where you've successfully communicated complex information or resolved client issues.
✨Demonstrate Team Spirit
Partners& values collaboration, so be ready to share examples of how you've worked effectively in a team. Highlight any experiences where you’ve contributed to achieving better outcomes for clients through teamwork.
✨Align with Their Values
Familiarise yourself with Partners& values and think about how they resonate with your own. During the interview, weave in how your personal principles align with their mission to challenge the status quo and enhance client experiences.
