Private Client Insurance Broker

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

• Support and manage a portfolio of clients within a Private Client Insurance environment
• Provide advice on a range of personal lines and household Insurance products
• Handle Insurance renewals, new business enquiries and mid-term adjustments
• Liaise with insurers and underwriters to obtain and negotiate Insurance terms
• Deliver a high-quality, client-facing Insurance service via phone, email and meetings
• Support the Insurance claims process and act as a point of contact for client queries
• Maintain accurate Insurance records and documentation using broking systems (e.g. Acturis)
• Ensure compliance with Insurance procedures and regulatory standards
• Attend Insurance training, CPD and insurer meetings

About You

• Experience working within the Insurance industry is essential
• Background in Insurance Broking, Insurance Account Handling, or Insurance Claims Handling
• Interest in developing a career within Private Client Insurance
• Strong communication and customer service skills
• Comfortable working in a client-facing Insurance role or keen to move into one
• Organised, professional and detail-oriented
• Experience using Insurance systems such as Acturis is beneficial
• 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.