Personal Insurance Broker

Personal Insurance Broker

Bristol Full-Time 21500 - 25500 £ / year (est.) No home office possible
C

At a Glance

  • Tasks: Deliver exceptional customer service and tailor insurance solutions for clients.
  • Company: Join a supportive, family-run insurance broker in Bristol with strong client relationships.
  • Benefits: Enjoy career growth, financial incentives, and a collaborative team environment.
  • Why this job: Build meaningful client relationships in a consultative role with diverse insurance portfolios.
  • Qualifications: Previous insurance broking experience is essential; Cert CII preferred but support provided.
  • Other info: Full-time office-based role with structured development pathways and hands-on support.

The predicted salary is between 21500 - 25500 £ per year.

Location: Bristol

Salary: £25,000 - £30,000 + Incentives for Cross-Selling & Overtime

The Company:

Join a well-established, independent insurance broker in Bristol that prides itself on its strong client relationships and commitment to professional development. This close-knit, family-run firm offers a supportive environment where your expertise is valued, and your career can flourish.

The Role:

As a Personal Lines Broker, you’ll be at the heart of delivering outstanding customer service, ensuring clients receive tailored insurance solutions that truly meet their needs. You’ll handle inquiries, policy changes, and renewals with efficiency and professionalism, all while building lasting relationships with clients. This is a traditional brokerage that values personal connections, offering a consultative approach rather than a transactional one. You’ll have the opportunity to work with a diverse portfolio, including home, motor, and travel insurance, with exposure to commercial and specialist insurance. With full-time office-based work (Monday to Friday), you’ll be immersed in a collaborative team environment, benefiting from hands-on support and career progression opportunities.

Why This Role?

  • Career Growth: Structured development pathways, including study support for Cert CII
  • Financial Incentives: Earn additional rewards through cross-selling and overtime
  • Supportive Team: Work alongside experienced professionals in a welcoming, family-run business
  • Client-Focused Approach: Build meaningful relationships rather than just processing policies

The Required Skills:

  • Previous experience in insurance broking is essential
  • Cert CII is preferable, but full support will be provided
  • Strong IT, communication, and time management skills
  • Ability to work proactively and collaboratively within a team

Personal Insurance Broker employer: Capio Recruitment Insurance

Join a well-established, independent insurance broker in Bristol that offers a supportive and family-oriented work culture, where your contributions are truly valued. With structured career development pathways and financial incentives for cross-selling, you will have ample opportunities to grow professionally while building meaningful relationships with clients in a collaborative team environment.
C

Contact Detail:

Capio Recruitment Insurance Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Personal Insurance Broker

✨Tip Number 1

Familiarise yourself with the specific types of insurance products mentioned in the job description, such as home, motor, and travel insurance. This knowledge will help you engage in meaningful conversations during interviews and demonstrate your understanding of the role.

✨Tip Number 2

Network with professionals in the insurance industry, especially those who work in personal lines. Attend local events or join online forums to connect with potential colleagues and gain insights into the company culture at the brokerage you're applying to.

✨Tip Number 3

Prepare to discuss your previous experience in insurance broking by highlighting specific examples where you've provided excellent customer service or successfully managed client relationships. This will showcase your suitability for a role that values personal connections.

✨Tip Number 4

Research the company’s values and mission to align your responses during the interview. Emphasising your commitment to building lasting client relationships will resonate well with their consultative approach and family-run ethos.

We think you need these skills to ace Personal Insurance Broker

Insurance Broking Experience
Cert CII (preferred)
Strong Communication Skills
Time Management Skills
Customer Service Orientation
Proactive Problem-Solving
Team Collaboration
Attention to Detail
Sales Skills
Relationship Building
IT Proficiency
Adaptability
Negotiation Skills

Some tips for your application 🫡

Understand the Role: Before applying, make sure to thoroughly read the job description for the Personal Insurance Broker position. Understand the key responsibilities and required skills, as this will help you tailor your application.

Tailor Your CV: Highlight relevant experience in insurance broking on your CV. Use specific examples that demonstrate your customer service skills and ability to build relationships, as these are crucial for this role.

Craft a Compelling Cover Letter: Write a cover letter that reflects your passion for the insurance industry and your commitment to client-focused service. Mention how your previous experiences align with the values of the company and the role.

Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application shows attention to detail and professionalism, which is essential in the insurance sector.

How to prepare for a job interview at Capio Recruitment Insurance

✨Showcase Your Customer Service Skills

As a Personal Insurance Broker, your ability to deliver outstanding customer service is crucial. Prepare examples of how you've successfully handled client inquiries or resolved issues in the past, demonstrating your commitment to building lasting relationships.

✨Understand the Products Inside Out

Familiarise yourself with the different types of insurance products you'll be dealing with, such as home, motor, and travel insurance. Being knowledgeable about these products will help you answer questions confidently and show your genuine interest in the role.

✨Emphasise Team Collaboration

This role requires working closely with a supportive team. Be ready to discuss your experience in collaborative environments and how you contribute to team success. Highlight any instances where teamwork led to improved client satisfaction.

✨Prepare for Scenario-Based Questions

Expect scenario-based questions that assess your problem-solving skills and ability to handle various client situations. Practice responding to hypothetical scenarios related to policy changes or renewals, showcasing your proactive approach and professionalism.

Personal Insurance Broker
Capio Recruitment Insurance
C
Similar positions in other companies
UK’s top job board for Gen Z
discover-jobs-cta
Discover now
>