Client Adviser (Corporate)

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.

Qualifications

• Cert CII or working towards.

Experience / skills

• 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.