Client Advisor

Client Adviser (Corporate) – Manchester

We are looking for a Client Adviser to join our team at Partners& Manchester!

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

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• Working closely with the Client Executive (or similar) with responsibility for the day-to-day servicing of client accounts.
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• Applies insurance knowledge and principles to day-to-day work queries.
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• Ability to apply standard policy wording, extensions and limitations.
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• Has a general understanding of the underwriting, claims and broking processes.
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• To act as a point of reference with insurers and dealing with negotiations.
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• Always working to our business operational standards, policies and processes.
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• Having awareness of the different distribution channels.
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• To build positive working relationships with internal colleagues and teams.
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• To work collaboratively as a team to write, renew and service clients using the full end-to-end broking process.
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• To use client applications accurately and as defined by the business including invoicing and maintaining data quality.
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• To look for opportunities to satisfy client needs with other services and products, passing those opportunities to internal colleagues.
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• To maintain own learning and CPD.
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• Demonstrate understanding and application of the Client Journey and Partners& Difference when serving clients.
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• Displays our PACE Values through behaviours with all stakeholders.
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Qualifications

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• Cert CII or working towards.
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Experience/ skills

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• Excellent communication, administration and decision-making skills.
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• Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
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• Ability to organise workflow, prioritise tasks and manage own time.
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• Confident in using Microsoft Suite.
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• Working knowledge of broking processes and regulatory standards.
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• Up-to-date knowledge of FCA compliance rules.
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• Competent user of insurance client system; Acturis an advantage.
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• Confident in both raising & receiving concerns & know how to appropriately escalate issues.
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• Engage with other team members to achieve better customer outcomes.
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• Encourage others to embrace an inclusive culture.
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• Consider the wider context of situations & deal with any ambiguities.
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• Consistently role model professional principles, values and personal integrity to build trust.
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• Ensure stakeholders have the information & tools necessary to make capable & confident decisions.
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