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For Companies At a Glance
- Tasks: Manage high-net-worth clients and provide tailored insurance solutions.
- Company: Join a well-established team focused on exceptional client service.
- Benefits: Hybrid working, professional development, and a supportive team culture.
- Why this job: Make a real impact while working with sophisticated clients and complex portfolios.
- Qualifications: Experience in high-value insurance and strong communication skills.
- Other info: Great opportunity for career growth in a collaborative environment.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking an experienced Private Client Insurance Broker to join a well-established, high-performing team focused on providing exceptional service to high-net-worth clients.
This is a relationship-led role, ideal for a broker who enjoys working with complex, bespoke household and personal insurance portfolios, including multi-property and high-value assets.
You will work closely with clients and insurers, providing tailored advice, managing renewals and handling complex policies with confidence. There is scope for leadership and supervisory responsibilities for the right candidate.
Key Responsibilities
- Manage a portfolio of high-net-worth clients, providing expert advice on bespoke insurance solutions
- Handle complex policies including multi-property, multi-vehicle, and specialist risks
- Prepare and issue new policies, mid-term adjustments, and renewals in line with timelines
- Build and maintain strong relationships with insurers, negotiating terms and premiums where appropriate
- Meet with clients for reviews and attend insurer appraisals as needed
- Support claims handling and represent clients requirements accurately
- Maintain accurate records, correspondence, and reporting within company procedures
- Attend technical training, CPD courses, and insurer events as required
What We're Looking For
- Good experience in private client, household, or high-value insurance
- Strong communication skills with clients, insurers, and colleagues
- Ability to work independently and collaboratively within a team
- Knowledge of insurance broking systems (e.g., Acturis)
- Negotiation and influencing skills
- Professional approach with strong customer service awareness
- CII qualifications or working towards them are desirable but not essential
- Leadership or supervisory experience is a plus
What We Offer
- Exposure to complex, high-value personal insurance portfolios
- Hybrid working and flexible office arrangements
- Supportive, collaborative team culture
- Professional development and technical training opportunities
This role is ideal for a broker looking for a career-focused position where you can make a real impact, work with sophisticated clients and grow within a supportive team environment.
Apply Now to explore this great opportunity in Edinburgh — all applications will be treated in strict confidence.
Insurance Broker in Edinburgh employer: Adaptive Careers
Contact Detail:
Adaptive Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Broker in Edinburgh
✨Tip Number 1
Network like a pro! Attend industry events, join relevant online forums, and connect with other insurance professionals. Building relationships can lead to job opportunities that aren't even advertised.
✨Tip Number 2
Show off your expertise! Prepare for interviews by brushing up on the latest trends in high-net-worth insurance. Be ready to discuss complex policies and how you’ve successfully managed them in the past.
✨Tip Number 3
Practice your pitch! When you get the chance to meet potential employers or clients, have a clear and confident introduction ready. Highlight your experience with bespoke insurance solutions and your knack for building strong relationships.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Insurance Broker in Edinburgh
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Private Client Insurance Broker role. Highlight your experience with high-net-worth clients and complex insurance portfolios, as this will show us you understand what we're looking for.
Show Off Your Communication Skills: Since this role is all about building relationships, let your communication skills shine through in your application. Use clear, concise language and provide examples of how you've successfully interacted with clients and insurers in the past.
Demonstrate Your Expertise: We want to see your knowledge of insurance broking systems and your ability to handle complex policies. Include any relevant qualifications or experiences that showcase your expertise in private client insurance.
Apply Through Our Website: Don't forget to submit your application through our website! This ensures we receive your details directly and can process your application smoothly. Plus, it shows you're keen on joining our team at StudySmarter!
How to prepare for a job interview at Adaptive Careers
✨Know Your Stuff
Make sure you brush up on your knowledge of private client insurance, especially high-value and bespoke policies. Familiarise yourself with common terms and practices in the industry, as well as any specific systems like Acturis that might come up during the interview.
✨Showcase Your Relationship Skills
Since this role is all about building strong relationships, be prepared to discuss how you've successfully managed client relationships in the past. Share specific examples where your communication and negotiation skills made a difference, especially with high-net-worth clients.
✨Prepare for Complex Scenarios
Expect questions that test your ability to handle complex policies and multi-property portfolios. Think of real-life scenarios you've encountered and how you navigated them. This will show your problem-solving skills and confidence in managing intricate insurance needs.
✨Demonstrate Leadership Potential
If you have any leadership or supervisory experience, make sure to highlight it. Discuss how you've led teams or projects, even if it's informal. This could set you apart, especially since the role has scope for leadership responsibilities.
