Private Client Insurance Broker
Insurance Broker / Insurance Account Handler / Insurance Claims Handler
About the Role
We are recruiting a Private Client Insurance Broker to join a successful and well-established Insurance business supporting a diverse portfolio of clients.
This is a hybrid Insurance role, with regular time spent in the office, therefore candidates must be commutable to Edinburgh (3 days a week).
This opportunity is open to candidates from a broad Insurance background, including Insurance Brokers, Insurance Account Handlers and Insurance Claims Handlers, who are keen to move into or further develop a client-facing Insurance role. Previous Private Client experience is not essential but would be preferable.
You will work within a relationship-led Insurance team, supporting clients with household, high-value and bespoke Insurance requirements and building strong relationships with insurers and underwriters.
Key Responsibilities
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Support and manage a portfolio of clients within a Private Client Insurance environment
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Provide advice on a range of personal lines and household Insurance products
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Handle Insurance renewals, new business enquiries and mid-term adjustments
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Liaise with insurers and underwriters to obtain and negotiate Insurance terms
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Deliver a high-quality, client-facing Insurance service via phone, email and meetings
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Support the Insurance claims process and act as a point of contact for client queries
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Maintain accurate Insurance records and documentation using broking systems (e.g. Acturis)
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Ensure compliance with Insurance procedures and regulatory standards
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Attend Insurance training, CPD and insurer meetings
About You
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Experience working within the Insurance industry is essential
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Background in Insurance Broking, Insurance Account Handling, or Insurance Claims Handling
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Interest in developing a career within Private Client Insurance
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Strong communication and customer service skills
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Comfortable working in a client-facing Insurance role or keen to move into one
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Organised, professional and detail-oriented
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Experience using Insurance systems such as Acturis is beneficial
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CII qualifications (or working towards) are desirable but not essential
This role is ideal for someone from a general Insurance, Account Handling, or Claims Handling background who wants to build a long-term career in a client-facing Insurance role within Private Client Insurance.
Apply now to explore this Insurance opportunity in confidence