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
- Working closely with the Client Executive (or similar) with responsibility for the day-to-day servicing of client accounts.
- Applies insurance knowledge and 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 a point of reference with insurers and dealing with negotiations.
- Always working to our business operational standards, policies and processes.
- Having awareness of the different distribution channels.
- To build positive working relationships with internal colleagues and teams.
- To work collaboratively as a team to write, renew and service clients using the full end-to-end broking process.
- 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.
- Demonstrate understanding and application of the Client Journey and Partners& Difference when serving clients.
- Displays our PACE Values through behaviours with all stakeholders.
Qualifications
- Cert CII or working towards.
Experience/ skills
- Excellent communication, administration and decision-making skills.
- Sound technical knowledge of the Insurance Industry with reference to commercial insurance.
- Ability to organise workflow, prioritise tasks and manage own time.
- Confident in using Microsoft Suite.
- Working knowledge of broking processes and regulatory standards.
- Up-to-date knowledge of FCA compliance rules.
- Competent user of insurance client system; Acturis an advantage.
- Confident in both raising & receiving concerns & know how to appropriately escalate issues.
- Engage with other team members to achieve better customer outcomes.
- Encourage others to embrace an inclusive culture.
- Consider the wider context of situations & deal with any ambiguities.
- Consistently role model professional principles, values and personal integrity to build trust.
- Ensure stakeholders have the information & tools necessary to make capable & confident decisions.