The purpose of the role is to provide a first-class end-to-end service for SME clients.
Key responsibilities
- To provide a first-class proactive service to clients and prospective SME clients through the adoption and implementation of the Client Journey and Partners& Difference.
- To work collaboratively as a team to write, renew and service SME clients using the full end-to-end broking process.
- Responding to client issues in a timely manner.
- To build positive working relationships with Claims and the wider broking teams for technical or Client referral.
- To act as a point of reference with insurers in negotiating terms for Clients.
- Always working to our business operational standards, policies and processes.
- To use client applications accurately and as defined by the business including invoicing and maintaining data quality.
- To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues and our ecosystem.
- To maintain own learning and CPD.
- Alignment and demonstration of Partners& values (PACE).
Qualifications
- Cert CII or working towards.
Experience / skills
- Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
- Demonstrable ability to provide a responsive first-class service to clients.
- Excellent verbal and written communication and administration skills.
- Active listening skills.
- Knowledge of the wider Partners& offering.
- Ability to organise workflow, prioritise tasks and manage own time.
- Confident user of technology and software e.g. MS Office and Outlook.
- Working knowledge of broking processes and regulatory standards.
- Working knowledge of FCA compliance rules.
- Competent user of insurance client system; Acturis an advantage.
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.
Benefits
- 30 days holiday + bank holidays
- Generous pension contribution
- Private Medical Insurance
- Group Life Assurance
- Group Income Protection