Client Advisor - Care & Social Welfare

Overview

About Mc Clarrons 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. 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 and expanding team and company. We recently opened an office in Hull and are working on some very exciting and innovative projects to take us to the next level. 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 for our Care & Social Welfare Team with suitable transferable skills and qualifications to join us at McClarrons.

To provide quality service and advice to clients of the Care & Social Welfare Team. To assess clients’ insurance needs and find 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 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 Care & Social Welfare Sector.

Duties may 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 acting on cross-selling and up-selling opportunities in respect of insurance broking business to enhance the Company’s offering to clients.
• Handle any complaints in accordance with regulation, the Company’s Conduct Policy and Guides to Best Practice.

• Excellent communication skills, both written and verbal
• Customer Service experience
• Computer literacy & 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
• Values are in-line with McClarrons’ Core Values

• Experience working within a regulatory framework or FCA compliance
• Business or financial-related degree or qualification(s)
• Wide social interests
• CII or other relevant qualifications
• Experience working within the General Insurance sector
• Experience with Acturis

• 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

This role can be based at either our Malton or Hull office