Client Adviser (Schemes)

Partnersand; Woking; On-site; GBP 25,000 - 40,000; Full time

Benefits offered by this job

30 days holiday + bank holidays

Private Medical Insurance

Group Life Assurance

Group Income Protection

Job summary

Partnersand in Woking is looking for a dedicated professional to join our team, responsible for servicing client accounts and providing exceptional support to the Schemes team. The ideal candidate will have excellent communication skills and a background in insurance.

Key responsibilities include applying insurance knowledge to daily queries, building relationships with colleagues, and maintaining a high level of service for our clients. Join us to make a difference in a people-centric environment.

Qualifications

• Ability to organise workflow, prioritising tasks and managing own time.
• Engage with other team members to achieve better client outcomes.
• Sound technical knowledge of insurance with reference to commercial insurance.

Responsibilities

• Servicing client accounts with the wider Schemes team.
• Applying insurance knowledge to work queries.
• Building positive working relationships with internal colleagues.

Skills

Excellent communication skills

Administration skills

Decision-making skills

Organisational skills

Technical knowledge of insurance

Education

CertCII (or working towards)

Tools

Insurance client system

Job description

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.

To provide an exceptional service to clients and quality support to the wider Schemes team.

Key responsibilities and tasks

• Working closely with the wider Schemes team with responsibility for the day‑to‑day servicing of client accounts.
• Applies insurance knowledge & 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 work collaboratively as a team to write, renew and service Schemes clients using the full end‑to‑end broking process.
• To use the operational system in place in an effective and accurate manner.
• 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.
• Communicating with our clients via different mediums (ie email, telephone).
• Thorough understanding and application of the Client Journey and Partners& Difference.
• Displays our PACE Values through behaviours with all stakeholders.

Qualifications

• CertCII (or working towards).
• Excellent communication, administration, and decision‑making skills.
• Ability to organise workflow, prioritising tasks and managing own time.
• Confident in both raising & receiving concerns and know how to escalate issues.
• Engage with other team members to achieve better client outcomes.
• Encourage others to embrace an inclusive culture.
• Consistently role model values and personal integrity to build trust.
• Ensure stakeholders have the information and tools to make decisions.
• Sound technical knowledge of insurance with reference to commercial insurance.
• Working knowledge of broking processes and regulatory standards.
• Up to date knowledge of FCA compliance rules.
• Competent user of insurance client system.

We’re always on the look out for fantastic people with a burning desire to make a difference.

Benefits

• 30 days holiday + bank holidays
• Private Medical Insurance
• Group Life Assurance
• Group Income Protection