Client Adviser

Partners&.; Leeds; Presencial; GBP 25.000 - 38.000; Jornada completa

Descripción de la vacante

Partners& Leeds is seeking a Client Adviser to join our busy team. You will provide exceptional service to clients and support Client Executives with day-to-day account servicing, applications, renewals, and data integrity.

The role requires strong communication, insurance knowledge, and a collaborative approach within a regulated environment, using Acturis and contributing to a best-in-class client experience.

Formación

• Cert CII or working towards.
• Excellent communication, administration and decision-making skills.
• Sound knowledge of commercial insurance.
• Ability to organise workload and manage time.
• Understanding of broking processes and regulatory standards.
• Up-to-date FCA compliance knowledge.
• Acturis experience is an advantage.
• Able to raise and escalate concerns appropriately.
• Collaborative mindset and inclusivity.
• Professional integrity and data quality awareness.

Responsabilidades

• Work closely with the Client Executive for day-to-day servicing of client accounts.
• Apply insurance knowledge to day-to-day work queries.
• Apply standard policy wording, extensions and limitations.
• Understand underwriting, claims and broking processes.
• Act as reference with insurers and handle negotiations.
• Adhere to operational standards, policies and processes.
• Be aware of distribution channels for clients.
• Build positive relationships with internal teams.
• Collaborate to write, renew and service clients end-to-end.
• Use client applications accurately including invoicing and data quality.

Conocimientos

Communication skills

Administration

Decision-making

Insurance knowledge

Time management

Regulatory knowledge (FCA)

Broking processes

Team collaboration

Problem solving

Educación

Cert CII or working towards

Herramientas

Acturis (advantage)

Descripción del empleo

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 elevate 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 principles, values and personal integrity to build trust.
• Ensure stakeholders have the information & tools necessary to make capable & confident decisions.