Private Client Broker

Job title:
Personal Lines Account Handler

Salary: to £32,000

Location:
Edinburgh

Insurance Industry Sectors:
Insurance, Personal Lines, Motor, Home, HNW

Due to growth, this respected insurance broker has an opportunity for a Personal Lines Advisor to join their office in Edinburgh. The ideal candidate must have experience working with home and motor insurance policies, HNW experience would be advantageous.

• To act as a Personal Insurance Broker on specific nominated accounts and to support other members of the division on accounts as and when appropriate
• To manage a range of customer enquiries via telephone, email and post always providing excellent customer service
• To develop the account through existing client contacts and contribute to maximising growth through converting new business enquiries, cross sale and up sale of relevant ancillary products
• Provide assistance to the claims department with any relevant claims
• Updating our client records with accurate information received from insurers including new business, adjustments and renewals
• Transfer of copy and documents into the client electronic file
• Maintain good credit control within your client portfolio
• Advice given meets clients’ requirements in all cases and recommendations and reasons documented in all case

• Experience gained handling private client insurance accounts.
• The successful candidate will be part of a busy, successful team and will need to be highly motivated and efficient
• A commitment and willingness to work towards a minimum qualification of Cert CII is required

• Play a major role in ensuring we give a first-class service to our clients projecting the organisation as a quality company
• To answer calls from customers, reply to email request or queries as well as completing renewals and new business quotes
• Converting new business enquiries, cross sale and up sale of relevant ancillary products
• Administration of new business, MTA’s and renewals

• Highly motivated and efficient
• Ability to handle a variety of communication channels (telephone, email, post)
• Strong organisational skills for managing and updating client records
• Sales-oriented mindset for upselling and cross-selling products
• Willingness to pursue professional qualifications (Cert CII)

If you have the relevant experience or know someone that does please contact me now on  or email us at