Client Adviser (Wellbeing, Health and Protection)

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 purpose of the role is to provide a first-class end-to-end service for Wellbeing, Health & Protection (WH&P) clients.

Responsibilities

• Delivering a first-class, proactive service to existing and prospective WHP clients by consistently applying the Client Journey and Partners& Difference to every interaction.
• Working collaboratively within the team to effectively renew and service WHP clients, utilising the full end-to-end broking process.
• Responding promptly and professionally to client queries and issues, ensuring a high standard of service at all times.
• Building and maintaining strong working relationships with wider broking teams to support technical queries and client referrals.
• Adhering to all business operational standards, policies, and processes in day-to-day activities.
• Accurately using client systems and applications as required by the business, including invoicing and maintaining high-quality data records.
• Identifying opportunities to meet broader client needs through additional services and products, referring these opportunities to relevant internal colleagues and partners.
• Taking ownership of personal learning, maintaining continuous professional development, and enhancing technical knowledge.
• Demonstrating alignment with our Partners& values.

Qualifications

• Cert CII or working towards.

Experience/ skills

• Solid technical knowledge of employee benefits insurance.
• Proven ability to deliver a responsive, high-quality service to clients.
• Strong verbal and written communication skills, with attention to detail in administrative tasks.
• Effective active listening skills, enabling a clear understanding of client needs.
• Ability to organise workload, prioritise effectively, and manage time efficiently.
• Confident use of technology and software, including Microsoft Office and Outlook.
• Good understanding of broking processes and relevant regulatory standards.
• Working knowledge of FCA compliance requirements.
• Experience using insurance client management systems; familiarity with Acturis is advantageous.