Client Adviser

Partners&.; Leeds; On-site; GBP 25,000 - 36,000; Full time

Job summary

Partners& Leeds is seeking a Client Adviser to join our team in Leeds. You will provide exceptional client service and support to Client Executives, handling day-to-day servicing of client accounts and applying insurance knowledge.

You will work closely with insurers, navigate broking processes, and maintain data quality while upholding FCA compliance. This role values collaboration, integrity, and a proactive, client-centered approach in a fast-growing insurance environment.

Qualifications

• Cert CII or working towards.
• Excellent communication, administration and decision-making skills.
• Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
• Ability to organise workflow, prioritise tasks and manage own time.
• 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 escalat…
• 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 principles, values and personal integrity to build trust.
• Ensure stakeholders have the information & tools necessary to make capable & confident decisions.

Responsibilities

• 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 a point of reference with insurers and dealing with negotiations.
• Always working to our business operational standards, policies and processes.
• Having awareness of the different distribution channels.
• To build positive working relationships with internal colleagues and teams.
• To work collaboratively as a team to write, renew and service clients using the full end-to-end broking process.
• 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.
• Demonstrate understanding and application of the Client Journey and Partners& Difference when serving clients.
• Displays our PACE Values through behaviours with all stakeholders.

Skills

Cert CII

Communication

Insurance knowledge

Time management

Regulatory standards

Acturis

Client systems

Escalation

Team collaboration

Inclusion

Education

Cert CII or working towards

Tools

Acturis

Job description

We are looking for a Client Adviser to join our team at Partners& Leeds!

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 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 service we can provide our clients we believe having great individuals in our business is what will really make a difference for our clients.

To find out more about what it’s like working at Partners&, visit www.partnersand.com.

The purpose of this role is to provide exceptional service to clients and quality support to Client Executive(s).

Responsibilities

• 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 a point of reference with insurers and dealing with negotiations.
• Always working to our business operational standards, policies and processes.
• Having awareness of the different distribution channels.
• To build positive working relationships with internal colleagues and teams.
• To work collaboratively as a team to write, renew and service clients using the full end-to-end broking process.
• 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.
• Demonstrate understanding and application of the Client Journey and Partners& Difference when serving clients.
• Displays our PACE Values through behaviours with all stakeholders.

Qualifications

• Cert CII or working towards.
• Excellent communication, administration and decision-making skills.
• Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
• Ability to organise workflow, prioritise tasks and manage own time.
• 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 escal...
• 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 principles, values and personal integrity to build trust.
• Ensure stakeholders have the information & tools necessary to make capable & confident decisions.