Client-Focused Insurance Advisor

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance group in Scotland is looking for an Insurance Broker to provide high-quality advice and service. The role involves advising clients, managing insurance products, and supporting team objectives. The ideal candidate has customer-facing experience with strong communication skills and a commitment to exceptional service. An entry-level CII qualification or willingness to pursue one is required.

Qualifications

• Experience in a customer-facing role, ideally within insurance or financial services.
• Strong communication and negotiation skills.
• Motivated, organised, and committed to exceptional client service.

Responsibilities

• Advise clients on personal and commercial insurance products.
• Liaise and negotiate with insurers for appropriate terms.
• Manage renewals and mid-term adjustments efficiently.
• Maintain detailed client records and ensure compliance.
• Build long-term relationships with clients.

Skills

Customer service

Negotiation skills

Communication

Education

Entry-level CII qualification or willingness to study

Job description

A leading insurance group in Scotland is looking for an Insurance Broker to provide high-quality advice and service. The role involves advising clients, managing insurance products, and supporting team objectives. The ideal candidate has customer-facing experience with strong communication skills and a commitment to exceptional service. An entry-level CII qualification or willingness to pursue one is required.