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Client Adviser – South East (Corporate)

PURPOSE OF ROLE

To provide an exceptional service to clients and quality support to Client Executive(s).

KEY RESPONSIBILITIES / TASKS

  • Working closely with the Client Executive (or similar) with responsibility for the day-to-day servicing of client accounts.
  • Applies insurance knowledge and 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 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.
  • To maintain own learning and CPD.
  • Through understanding and application of the Client Journey and Partners& Difference.
  • Displays our PACE Values through behaviours with all stakeholders.

 

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.
  • Ability to organise workflow, prioritising tasks and managing own time.
  • Confident in using Microsoft Suite.
  • Working knowledge of broking processes and regulatory standards.
  • Up to date knowledge of FCA compliance rules.
  • Competent user of insurance client system; Acturis an advantage.
  • Confident in both raising & receiving concerns & know how to appropriately escalate issues.
  • Engage with other team members to achieve better customer outcomes.
  • Encourage others to embrace an inclusive culture.
  • Consider the wider context of situations & deal with any ambiguities.
  • Consistently role model professional principle, values & personal integrity in order to build trust.
  • Ensure stakeholders have the information & tools necessary to make capable & confident decisions.

 

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

 

  • Please complete the simple form below and we will arrange for a specialist adviser to contact you.
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