At a Glance
- Tasks: Provide exceptional service to SME clients and collaborate with a dynamic team.
- Company: Join a rapidly growing, values-driven insurance business focused on client experience.
- Benefits: 30 days holiday, professional development, and a supportive work environment.
- Other info: Be part of a collaborative team that values innovation and client satisfaction.
- Why this job: Make a real impact in the insurance market while growing your career.
- Qualifications: Cert CII or working towards it, with strong communication and organisational skills.
The predicted salary is between 25000 - 32000 £ per year.
We are looking for a Client Adviser to join our SME team at Partners& covering the Oxford and High Wycombe 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 for our SME clients.
- Providing a first-class, proactive service to existing clients and prospective SME clients through the adoption and implementation of our Client Journey and Partners& Difference.
- Working collaboratively as a part of our SME team to write new business, look after renewals and service our clients throughout the year.
- Responding to client issues in a timely and friendly manner.
- Building relationships with our claims and wider broking teams for technical referral and new business opportunities.
- Negotiating terms for our clients with insurers.
- Always working to our business operational standards, policies and processes.
- 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.
- Maintaining your own learning and continued professional development.
- Demonstrating alignment with our Partners& values.
Qualifications
- Cert CII or working towards.
- Sound technical knowledge of the insurance industry with reference to commercial insurance.
- Proven ability to provide a responsive first-class service to clients.
- Excellent verbal and written communication and administration skills.
- Knowledge of the wider Partners& offering.
- Ability to organise workflow, prioritise tasks and manage own time.
- Confident use of Microsoft Office suite.
- Working knowledge of broking processes and regulatory standards.
- Working knowledge of FCA compliance rules.
- Competent in using an insurance client system; Acturis an advantage.
30 days holiday +
SME Insurance Client Adviser – Exceptional Service & Growth employer: Partnersand
At Partners&, we pride ourselves on being an exceptional employer that values collaboration, growth, and a client-centric approach. Our dynamic work culture fosters personal and professional development, offering 30 days of holiday and opportunities to engage with like-minded professionals in the insurance industry. Join us in Oxford or High Wycombe, where your contributions will directly impact our clients and help us challenge the status quo in the insurance market.
StudySmarter Expert Advice🤫
We think this is how you could land SME Insurance Client Adviser – Exceptional Service & Growth
✨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 SME Insurance Client Adviser – Exceptional Service & Growth
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.
