How your CV stacks up
Upload your CV to see how well it fits this job role
?%
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
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.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Qualifications
Get help with your application
Your very own career expert that helps elevate your application to the next level.
- 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.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills