Insurance Broker

Position: Insurance Broker (Permanent)
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