McClarrons is an independent insurance brokerage with our head office in Malton, North Yorkshire. We specialise in a number of niche sectors, including Commercial, Farm, Care & Social Welfare and Art & Private Clients – with clients and team members up and down the country, including at our secondary office in Hull.
At McClarrons, we pride ourselves on our culture, values and ambition, working collaboratively and determinedly to do right by our clients. We are always looking for the next opportunity to develop and grow our ever-evolving team and company.
You can be part of McClarrons’ dynamic, sociable team who work hard for our clients and support one another in meeting their own and company objectives. With an emphasis on client service, technical advice and teamwork, you can develop your expertise in a client-focused and supportive environment.
The role
We are looking for an individual to join our McClarrons Affinity team, helping us to serve our private clients, specialising in high value home, motor and travel insurance policies.
High Net Worth Client Advisor job details:
* To provide quality service and advice to clients of McClarrons Affinity
* To assess clients’ insurance needs and source suitable insurance policies and solutions in line with FCA and Company guidelines. This will involve securing new business, the handling of mid-term adjustments and renewals both in support of our Client Executives and independently
* To develop your knowledge of the sector and be able to contribute to the effectiveness of service, products, procedures and efficiency of the Company and enhance your personal profile
* Responsibility for the technical administration of all classes of insurance policies within the private client team
* Duties will include but are not limited to technically administering new business, renewals, mid-term adjustments, claims, queries, premium financing arrangements, broking risks to insurers, collecting payments in line with the Company and client expectations
* Utilising technical knowledge to support colleagues and outcomes for clients
* Executing any business quickly and accurately, working on behalf of the client and liaising with Insurers as appropriate, keeping the client informed and updated at all stages
* Actively look for and act on cross-selling and up-selling opportunities in respect of insurance broking business to enhance the Company’s offering to clients.
Skills needed to succeed as a High Net Worth Client Advisor:
* Excellent communication skills, both written and verbal
* Computer literacy and numeracy skills
* Ability to build mutually beneficial relationships with both colleagues and clients
* Self-motivation, drive and enthusiasm
* Ability to work well independently and as part of a team
* Experience working within a regulatory framework or FCA compliance
* Experience working within the General Insurance sector
* Business or financial-related degree or qualification(s)
* Wide social interests
* CII or other relevant qualifications
* Experience working with the Acturis system
What you'll get from us:
* Your starting salary will be dependent on your previous experience and any qualifications you may have
* Hybrid working available once probationary period is passed
* A clear personal development plan helping you expand your knowledge and experience to progress your career
* Opportunities to obtain qualifications
* A fun, sociable environment with regular incentives and social events
* Employee Benefits such as a health insurance plan, and retail and hospitality discounts.
Apply for High Net Worth Client Advisor role below
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