SME Insurance Client Adviser – Exceptional Service & Growth

Partnersand; Oxford, High Wycombe; On-site; Full time

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.
• 30 days holiday + bank holidays
• Private Medical Insurance
• Group Life Assurance
• Group Income Protection
• Please complete the simple form below and we will arrange for a specialist adviser to contact you.
• Are you returning to work after a career break?
  • Yes
  • No
• Please upload your CV Accepted file types: pdf, doc, docx, , Max. file size: 10 MB.