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Client Adviser

2 months ago

Oxford, United Kingdom Partners& Full time

Client Adviser - Hybrid/Oxford or High Wycombe

We are looking for a Client Adviser to join our growing Corporate Team at Partners& based in either our Oxford or High Wycombe office

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. The purpose of this role is to provide an exceptional service to clients and quality support to Client Executives.

Partners& was founded on the notion of partnership - it’s in our DNA. Each of us has a part to play in our success, and belonging, diversity and inclusion is at the heart of our culture. We believe that motivated and talented people deliver the best client service, which is why we nurture a flexible and respectful working environment where people can thrive - that means bringing our whole authentic selves to work, sharing our diverse life experiences and contributing our unique skills in all that we do, for our clients and our colleagues. In 2021, we won Best Diversity & Inclusion Programme at the UK Broker Awards - and we continue to develop our people agenda to ensure we retain and attract the top talent. We hope to welcome you to Partners

Responsibilities

  • Working closely with the Client Executive (or similar) 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 use client applications accurately and as defined by the business including invoicing and maintaining data quality
  • 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
  • Through understanding and application of the Client Journey and Partners& Difference
  • Displays our PACE Values through behaviours with all stakeholders

Qualifications

  • Cert CII or working towards

Benefits

  • Generous 30 days holiday + bank holidays
  • Generous pension contribution
  • Private Medical Insurance
  • Group Life Insurance
  • Group Income Protection

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