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.