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Client schemes advisor – insurance & client service

Woking
Partnersand
Insurance
Posted: 20h ago
Offer description

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.

To provide an exceptional service to clients and quality support to the wider Schemes team.

Key responsibilities and tasks

* Working closely with the wider Schemes team 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 work collaboratively as a team to write, renew and service Schemes clients using the full end to end broking process.
* To use the operational system in place in an effective and accurate manner.
* 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.
* Communicating with our clients via different mediums (ie email, telephone).
* Thorough understanding and application of the Client Journey and Partners& Difference.
* Displays our PACE Values through behaviours with all stakeholders.

Qualifications

* CertCII (or working towards).
* Excellent communication, administration, and decision-making skills.
* Ability to organise workflow, prioritising tasks and managing own time.
* Confident in both raising & receiving concerns and know how to escalate issues.
* Engage with other team members to achieve better client outcomes.
* Encourage others to embrace an inclusive culture.
* Consistently role model values and personal integrity to build trust.
* Ensure stakeholders have the information and tools to make decisions.
* Sound technical knowledge of insurance with reference to commercial insurance.
* Working knowledge of broking processes and regulatory standards.
* Up to date knowledge of FCA compliance rules.
* Competent user of insurance client system.
We're always on the look out for fantastic people with a burning desire to make a difference.
1. 30 days holiday + bank holidays
2. Private Medical Insurance
3. Group Life Assurance
4. Group Income Protection
5. Please complete the simple form below and we will arrange for a specialist adviser to contact you.
6. Are you returning to work after a career break?
* Yes
* No
7. Please upload your CV Accepted file types: pdf, doc, docx,, Max. file size: 10 MB.
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