At a Glance
- Tasks: Provide exceptional service to clients and support the Schemes team.
- Company: Join a people-centric, values-driven business that values collaboration.
- Benefits: 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 client experiences 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 Schemes Advisor – Insurance & Client Service in Woking employer: Partnersand
At Partners&, we pride ourselves on being a people-centric and values-driven employer, dedicated to fostering a collaborative work culture that empowers our employees. With a strong focus on professional growth, we offer extensive training opportunities and support for continuous development, ensuring that our team members thrive in their roles. Located in a vibrant community, we provide a dynamic environment where you can make a meaningful impact while enjoying generous benefits such as 30 days of holiday, private medical insurance, and a commitment to work-life balance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Schemes Advisor – Insurance & Client Service in Woking
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance and client service sectors. Attend industry events or join online forums where you can meet people who might know about job openings. Remember, it’s all about who you know!
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially their PACE Values. Think about how your experience aligns with their mission and be ready to share specific examples of how you’ve made a difference in previous roles.
✨Tip Number 3
Show off your skills! If you have any relevant certifications or training, make sure to highlight them during conversations. Being proactive about your learning and development can really set you apart from other candidates.
✨Tip Number 4
Apply through our website! It’s the easiest way to get your application noticed. Plus, it shows you’re genuinely interested in joining our Partners& family. Don’t forget to follow up after applying; a little nudge can go a long way!
We think you need these skills to ace Client Schemes Advisor – Insurance & Client Service in Woking
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Client Schemes Advisor role. Highlight your insurance knowledge and any relevant client service experience to show us you’re the right fit!
Craft a Compelling Cover Letter:Use your cover letter to tell us why you’re excited about joining our Partners& family. Share your can-do attitude and how you embody our PACE values, as we love to see genuine enthusiasm!
Showcase Your Communication Skills:Since this role involves interacting with clients, make sure your application demonstrates your excellent communication abilities. Whether it’s through your CV or cover letter, let us see how you can engage effectively!
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
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 client servicing. Familiarise yourself with common policy wordings, extensions, and limitations, as well as the underwriting and claims processes. This will show that you're not just a people person but also someone who understands the technical side of the role.
✨Show Your Collaborative Spirit
Since this role involves working closely with the Schemes team, be prepared to discuss examples of how you've successfully collaborated in the past. Highlight your ability to build positive relationships and work as part of a team. This will demonstrate that you embody the values of a people-centric business.
✨Communicate Like a Pro
Practice your communication skills before the interview. You’ll need to convey information clearly and effectively, whether it’s via email or over the phone. Think about how you can showcase your excellent decision-making skills and your ability to manage your time and workflow during the conversation.
✨Embrace the PACE Values
Familiarise yourself with the company's PACE values and think about how you can demonstrate these in your responses. Be ready to share instances where you've shown personal integrity, built trust, or encouraged an inclusive culture. This will help you align with the company’s ethos and show that you’re a great fit for their team.
