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Client Adviser
Client Adviser – Nottingham Office
Are you considering a new chapter in your career and eager to work at a people-centric, collaborative, and values-driven business? Partners& is looking for positive, proactive individuals with a can-do attitude to join our growing team in our Nottingham office.
About Us
We’re a rapidly expanding insurance brokerage with a mission to challenge the status quo and deliver an unrivalled client experience. Our people-first culture builds a supportive ecosystem of like-minded professionals, which enhances the service we provide to our clients. We believe exceptional individuals are key to driving outstanding results for our clients.
Visit our website to learn more about what it’s like to work at Partners&.
The Role
The Client Adviser plays a vital role in delivering exceptional client service and supporting the Client Executive in day-to-day account management.
Your primary responsibility is to:
- Serve clients effectively while upholding Partners&’s operational standards and values
- Be the first point of contact for client administrators, brokers, and insurers
- Collaborate as part of a client onboarding and servicing team, ensuring smooth brokerage processes from start to finish
Responsibilities
Client Support & Service
- Work closely with the Client Executive to service client accounts efficiently
- Apply insurance knowledge, including:
- Standard policy wording
- Extensions and limitations
- Broking, claims, and underwriting processes (general understanding required)
- Act as the point of reference for insurers, negotiating key terms where necessary
- Ensure all interactions align with Partners&’s policies, procedures, and ethical guidelines
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Operational & Administrative Tasks
- Manipulate various distribution channels with confidence
- Build and maintain positive working relationships with internal teams
- Manage end-to-end broking workflows, including:
- Client onboarding
- Renewals
- Account maintenance
- Accurately populate client applications and invoicing systems while maintaining data integrity
- Identify opportunities to introduce additional helpful services/products to clients, then escalate these internally
Professional & Ethical Conduct
- Maintain professional development through Continuing Professional Development (CPD)
- Champion our unique client-centered approach, including the Partners& Difference philosophy
- Uphold and embody our PACE Values in all interactions, demonstrating:
- Professionality
- Aligning with our ethos
- Challenge for continuous improvement
Requirements
Certifications & Qualifications
- Cert CII (Certified Insurance Institute) preferred, or actively working towards it
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Experience & Skills
- Exceptional communication, administrative, and decision-making skills
- Strong technical knowledge of the insurance industry, with a focus on commercial insurance principles
- Proficiency in organising workflows, prioritising tasks, and time management
- Full confidence in Microsoft Office Suite
- Knowledge of broking operations and compliance with regulatory standards (e.g., FCA rules)
- Familiarity (or prior use) of an *insurance brokerage system— experience with Acturis is an advantage
- Comfortable raising and resolving concerns— with the wisdom to escalate issues appropriately when needed
Soft-Skill Competencies
- Ability to collaborate and partner with colleagues to enhance client outcomes
- Promote an inclusive culture and foster teamwork
- Consider broader context when problem-solving, and remain adaptable
- Model professional integrity consistently to build trust with all stakeholders
- Ensure decision-makers have the necessary tools and information to act effectively
Benefits
We invest in our people, offering a competitive benefits package:
- 30 days holiday + all UK bank holidays
- Generous pension scheme contributions
- Private Medical Insurance
- Group Life Assurance
- Group Income Protection
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