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- Tasks: Manage client portfolios and provide tailored insurance advice in a dynamic environment.
- Company: Established insurance firm with a focus on client relationships and support.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional development.
- Why this job: Join a supportive team and build lasting relationships while advancing your insurance career.
- Qualifications: Experience in insurance roles and strong communication skills are essential.
- Other info: Great opportunity for growth in a client-facing insurance role.
The predicted salary is between 36000 - 60000 £ per year.
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
- 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.
Insurance Broker employer: Adaptive Careers
Contact Detail:
Adaptive Careers Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Broker
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, or even hit up LinkedIn. The more people you know, the better your chances of landing that Private Client Insurance Broker role.
✨Tip Number 2
Practice your pitch! You never know when you'll meet someone who could help you land a job. Have a quick, engaging summary of your experience and what you're looking for ready to go. Make it personal and show your passion for client-facing roles.
✨Tip Number 3
Don’t just apply anywhere—apply through our website! We’ve got some fantastic opportunities waiting for you, and applying directly shows your enthusiasm. Plus, it’s a great way to stand out from the crowd.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It shows you’re keen and professional. Mention something specific from your chat to remind them why you’re the perfect fit for their team.
We think you need these skills to ace Insurance Broker
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Private Client Insurance Broker role. Highlight any relevant insurance background, even if it’s not directly in private client work. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're interested in this role and how your previous experience makes you a great fit. We love seeing genuine enthusiasm for the insurance industry and client-facing roles.
Showcase Your Communication Skills: Since this role is all about building relationships, make sure your application showcases your communication skills. Whether it’s through your writing style or examples of past interactions, we want to see that you can connect with clients effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at StudySmarter!
How to prepare for a job interview at Adaptive Careers
✨Know Your Insurance Stuff
Brush up on your knowledge of personal lines and household insurance products. Be ready to discuss how you can support clients with their unique insurance needs, as this will show your understanding of the role and the industry.
✨Showcase Your Communication Skills
Since this is a client-facing role, practice articulating your thoughts clearly and confidently. Prepare examples of how you've successfully communicated with clients or handled queries in the past to demonstrate your customer service skills.
✨Familiarise Yourself with Broking Systems
If you have experience with systems like Acturis, make sure to mention it! If not, do a bit of research on common broking systems used in the industry. Showing that you're tech-savvy can give you an edge.
✨Prepare Questions for Them
Think of insightful questions to ask about the company culture, team dynamics, or training opportunities. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
