Client Adviser (SME)

Partnersand; United Kingdom; On-site; GBP 30,000 - 50,000; Full time

Benefits offered by this job

30 days holiday + bank holidays

Private Medical Insurance

Group Life Assurance

Group Income Protection

Job summary

Partners& is seeking a Client Adviser to join our SME team covering Oxford and High Wycombe. This role focuses on providing exceptional service to our SME clients, working collaboratively on new business and renewals.

The ideal candidate will have sound technical knowledge of commercial insurance and a proven ability to deliver a first-class service. You will be involved in client relations, negotiations with insurers, and ensuring compliance with FCA regulations.

We value continuous professional development, offering a supportive environment with excellent benefits including private medical insurance and generous holiday allowances.

Qualifications

• Sound technical knowledge of commercial insurance.
• Ability to provide a responsive first-class service.
• Excellent verbal and written communication skills.
• Ability to organise workflow and manage time.

Responsibilities

• Provide exceptional service for SME clients.
• Work collaboratively to write new business and handle renewals.
• Respond to client issues promptly and professionally.
• Negotiate terms with insurers on behalf of clients.

Skills

Technical knowledge of the insurance industry

Responsive first-class service to clients

Excellent communication skills

Organising workflow and prioritising tasks

Confident use of Microsoft Office

Knowledge of broking processes

Knowledge of FCA compliance rules

Competent in using insurance client systems

Education

Cert CII or working towards

Tools

Acturis

Job description

We are looking for a Client Adviser to join our SME team at Partners& covering the Oxford and High Wycombe areas.

If you’re considering a new chapter in your career and would like to work with a dynamic, 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 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 primary purpose of the role is to provide exceptional service for our SME clients.

Key responsibilities

• Providing a first-class, proactive service to existing clients and prospective SME clients through the adoption and implementation of our Client Journey and Partners& Difference.
• Working collaboratively as a part of our SME team to write new business, look after renewals and service our clients throughout the year.
• Responding to client issues in a timely and friendly manner.
• Building relationships with our claims and wider broking teams for technical referral and new business opportunities.
• Negotiating terms for our clients with insurers.
• Always working to our business operational standards, policies and processes.
• Using client applications and processes accurately and as defined by the business including invoicing and maintaining data quality.
• Looking for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues and our ecosystem.
• Maintaining your own learning and continued professional development.
• Demonstrating alignment with our Partners& values.

Qualifications

• Cert CII or working towards.

Experience / skills

• Sound technical knowledge of the insurance industry with reference to commercial insurance.
• Proven ability to provide a responsive first-class service to clients.
• Excellent verbal and written communication and administration skills.
• Knowledge of the wider Partners& offering.
• Ability to organise workflow, prioritise tasks and manage own time.
• Confident use of Microsoft Office suite.
• Working knowledge of broking processes and regulatory standards.
• Working knowledge of FCA compliance rules.
• Competent in using an insurance client system; Acturis an advantage.

Benefits

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