We are looking for a Client Adviser to join our team at Partners& in Bristol!
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.
The Role
The purpose of the role is to provide a first-class end-to-end service for Wellbeing, Health & Protection (WH&P) clients.
Responsibilities
- To provide excellent proactive service to clients and prospective WH&P clients through the adoption and implementation of the Client Journey and Partners& Difference.
- To work collaboratively as a team to renew and service WH&P clients using the full end-to-end broking process.
- Responding to client issues in a timely manner.
- To build positive working relationships with the wider broking teams for technical or Client referral.
- 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.
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