At a Glance
- Tasks: Support clients and collaborate with the Schemes team to deliver exceptional service.
- Company: Join a people-centric, values-driven business that prioritises collaboration.
- Benefits: Enjoy 30 days holiday, private medical insurance, and group life assurance.
- Other info: Dynamic environment with opportunities for personal and professional growth.
- Why this job: Make a real difference in clients' lives while growing your career.
- Qualifications: CertCII (or working towards), strong communication, and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
If you’re considering a new chapter in your career and would like to work with a people-centric, 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 clients. Our purpose is to interact with clients in a more holistic and dynamic way and to challenge the norm. We have created an ecosystem that includes other like-minded professionals & we believe having great individuals in our business makes for a great client experience.
To provide an exceptional service to clients and quality support to the wider Schemes team.
Key responsibilities and tasks:- Working closely with the wider Schemes team with responsibility for the day-to-day servicing of client accounts.
- Applies insurance knowledge & principles to day-to-day work queries.
- Ability to apply standard policy wording, extensions, and limitations.
- Has a general understanding of the underwriting, claims and broking processes.
- To act as point of reference with insurers and dealing with negotiations.
- Working always to business operational standards, policy, and processes.
- Having awareness of the different distribution channels.
- To build positive working relationships with internal colleagues and teams.
- To work collaboratively as a team to write, renew and service Schemes clients using the full end to end broking process.
- To use the operational system in place in an effective and accurate manner.
- To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues.
- To maintain own learning and CPD.
- Communicating with our clients via different mediums (ie email, telephone).
- Thorough understanding and application of the Client Journey and Partners& Difference.
- Displays our PACE Values through behaviours with all stakeholders.
- CertCII (or working towards).
- Excellent communication, administration, and decision-making skills.
- Ability to organise workflow, prioritising tasks and managing own time.
- Confident in both raising & receiving concerns and know how to escalate issues.
- Engage with other team members to achieve better client outcomes.
- Encourage others to embrace an inclusive culture.
- Consistently role model values and personal integrity to build trust.
- Ensure stakeholders have the information and tools to make decisions.
- Sound technical knowledge of insurance with reference to commercial insurance.
- Working knowledge of broking processes and regulatory standards.
- Up to date knowledge of FCA compliance rules.
- Competent user of insurance client system.
We're always on the look out for fantastic people with a burning desire to make a difference.
30 days holiday + bank holidays
Private Medical Insurance
Group Life Assurance
Group Income Protection
Client Adviser (Schemes) in Woking employer: Partnersand
At Partners&, we pride ourselves on being a people-centric and collaborative employer, dedicated to fostering a supportive work culture that values individual contributions. Our commitment to employee growth is evident through continuous learning opportunities and a focus on holistic client interactions, making us an ideal place for those looking to make a meaningful impact in the insurance sector. With competitive benefits like 30 days of holiday, private medical insurance, and a strong emphasis on inclusivity, we ensure our team members thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Client Adviser (Schemes) in Woking
✨Tip Number 1
Network like a pro! Reach out to your connections and let them know you're on the hunt 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 role-playing with a friend or using online resources to boost your confidence and polish your responses.
✨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 collaborative culture, so be yourself!
✨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 our Partners& family and making a difference.
We think you need these skills to ace Client Adviser (Schemes) in Woking
Some tips for your application 🫡
Show Your Personality:When you're 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 your values align with ours.
Tailor Your CV:Make sure to tailor your CV to highlight relevant experience and skills that match the job description. We love seeing how your background fits into our people-centric approach and how you can contribute to our team.
Be Clear and Concise:Keep your application clear and to the point. We appreciate straightforward communication, so make sure your key achievements and experiences are easy to spot and understand.
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’s super easy to do!
How to prepare for a job interview at Partnersand
✨Know Your Stuff
Make sure you brush up on your insurance knowledge and the specific principles related to commercial insurance. Familiarise yourself with the underwriting, claims, and broking processes, as these will likely come up during your chat.
✨Show Your People Skills
Since this role is all about building positive relationships, be ready to share examples of how you've successfully collaborated with colleagues or clients in the past. Highlight your communication skills and your ability to work within a team.
✨Embrace the Company Values
Research the company's PACE values and think about how you can demonstrate these in your responses. Be prepared to discuss how you embody these values in your work and how they align with your personal approach.
✨Ask Thoughtful Questions
Prepare some insightful questions that show your interest in the role and the company. This could be about their client journey, how they maintain their inclusive culture, or what opportunities there are for professional development.
