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For Companies At a Glance
- Tasks: Manage a quality client portfolio and build strong relationships with high-net-worth clients.
- Company: Join a well-established insurance brokerage with a modern, collaborative culture.
- Benefits: Competitive salary, annual bonus, 25 days holiday, and full study support for qualifications.
- Other info: Enjoy a stable career with structured support and opportunities for professional development.
- Why this job: Gain valuable experience in a supportive environment focused on service quality and career growth.
- Qualifications: Experience in insurance brokerage and strong relationship management skills.
The predicted salary is between 30000 - 35000 £ per year.
If you’re an Insurance Broker looking to manage a quality client portfolio rather than chase volume, this opportunity offers exposure to high-net-worth and mass affluent clients within a well-established brokerage environment. You’ll handle renewals, new business and client relationships, with the chance to broaden your experience through some commercial insurance exposure. This is a role where service standards matter and technical development is encouraged. You’ll have ownership of your portfolio, support from experienced colleagues, and the opportunity to build specialist expertise across personal lines while gaining wider market exposure.
Package Benefits
- Salary £30,000–£35,000+ per annum, depending on experience.
- Annual bonus circa £3,000.
- 25 days’ holiday plus bank holidays.
- Annual salary review process.
- Full study support for Cert CII / Dip CII qualifications.
- Monday to Friday, 9:00am–5:00pm working hours.
About the Company
You’ll be joining a long-established insurance brokerage that combines strong market reputation with a modern, collaborative culture. Backed by a wider group, the business offers stability, structured support, and a genuine focus on client retention and service quality.
Key Responsibilities
- Manage a portfolio of personal lines clients.
Insurance Broker employer: Fintelligent
Contact Detail:
Fintelligent Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Insurance Broker
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry and let them know you're on the lookout for new opportunities. You never know who might have a lead or be able to refer you to a great brokerage.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their approach to client service and be ready to discuss how you can contribute to maintaining those high standards they value.
✨Tip Number 3
Showcase your expertise! Bring examples of how you've successfully managed client portfolios in the past, especially with high-net-worth clients. This will demonstrate your capability and fit for the role.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed and shows your enthusiasm for joining our team at StudySmarter.
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 experiences that are relevant to the Insurance Broker role. Highlight any experience with high-net-worth clients and your ability to manage client relationships effectively.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you a perfect fit for managing a quality client portfolio.
Showcase Your Technical Skills: Since this role values service standards and technical development, be sure to mention any relevant qualifications or training you have, especially if you're pursuing Cert CII or Dip CII qualifications.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates during the process!
How to prepare for a job interview at Fintelligent
✨Know Your Stuff
Make sure you brush up on your insurance knowledge, especially around high-net-worth clients and personal lines. Familiarise yourself with the latest trends in the industry and be ready to discuss how you can apply this knowledge to manage a quality client portfolio.
✨Showcase Your Client Relationship Skills
Since this role involves managing client relationships, prepare examples of how you've successfully built and maintained relationships in the past. Think about specific situations where your service standards made a difference and be ready to share those stories.
✨Ask Insightful Questions
Prepare thoughtful questions that show your interest in the company and the role. Inquire about their approach to client retention and how they support professional development. This not only demonstrates your enthusiasm but also helps you gauge if the company is the right fit for you.
✨Emphasise Your Long-Term Vision
This position offers long-term career development, so be sure to express your commitment to growing within the company. Share your aspirations and how you see yourself contributing to the brokerage's success over time, particularly in terms of developing specialist expertise.