Insurance Advisory & Client Relations Specialist (Hybrid)

Partners&.; Woking; Hybrid; GBP 28,000 - 40,000; Full time

Job summary

Partners&. is a forward‑looking UK insurance advisory firm delivering business and private client insurance, wellbeing, engagement and risk management.

The Client Advisor role is full‑time and hybrid, based across the UK, supporting clients with insurance advice and handling day‑to‑day inquiries and policy administration. You will assess client needs, prepare quotations, process renewals and adjustments, and ensure compliant documentation while building strong relationships and coordinating with

Qualifications

• Strong client-facing skills and customer service capabilities.
• Clear communication, ability to explain complex information.
• Practical knowledge of insurance products and services.
• Experience in advisory, account management or brokerage environments.

Responsibilities

• Assess client needs and provide insurance and risk management advice.
• Prepare quotations and process renewals and adjustments.
• Ensure accurate documentation and regulatory compliance.
• Build client relationships and coordinate with internal specialists.

Skills

Client relations

Communication skills

Insurance knowledge

Advisory experience

Attention to detail

Job description

Partners&. is a forward‑looking UK insurance advisory firm delivering business and private client insurance, wellbeing, engagement and risk management.

The Client Advisor role is full‑time and hybrid, based across the UK, supporting clients with insurance advice and handling day‑to‑day inquiries and policy administration. You will assess client needs, prepare quotations, process renewals and adjustments, and ensure compliant documentation while building strong relationships and coordinating with