Commercial Insurance Broker

Leapfrog Recruitment Consultants; Daliburgh; On-site; GBP 60,000 - 80,000; Full time

Job summary

A well-known recruitment agency is seeking an experienced broker in Daliburgh, Scotland. The successful candidate will provide trusted insurance advice while managing client relationships and identifying cross-selling opportunities. The role requires strong communication skills, organizational abilities, and a customer-focused approach. Candidates should have experience in insurance broking and be willing to pursue further qualifications. This position offers the chance to work closely with a loyal client base and contribute to sustainable revenue growth.

Qualifications

• Experience within insurance broking, with a strong focus on client retention.
• Ability to provide professional insurance advice and customer service.
• Well-organized and accurate while working in a fast-paced environment.

Responsibilities

• Provide professional insurance advice and service, face-to-face and by telephone.
• Manage quotations, adjustments, and renewals of personal insurance products.
• Maintain and retain existing client relationships.

Skills

Communication skills

Customer-focused approach

Organizational skills

IT skills

Education

Cert CII (willingness to study)

Job description

Our client is looking for an experienced broker who enjoys retaining business, identifying cross‑selling opportunities and contributing to sustainable revenue growth to join their team. This role offers the opportunity to work closely with a loyal client base, providing trusted insurance advice while building long‑term commercial relationships.

Duties for this role include, but are not limited to:

• Providing professional insurance advice and customer service, face‑to‑face and by telephone.
• Managing quotations, adjustments and renewals across standard personal insurance products.
• Maintaining and retaining existing client relationships.
• Processing insurance documentation accurately and in line with internal procedures.
• Identifying opportunities to cross‑sell insurance products where appropriate.
• Supporting the team leader with workflow and departmental matters.
• Developing new client relationships to support business growth.
• Maintaining CPD and ensuring compliance with regulatory and internal standards.

Skills / Qualifications

The ideal candidate will have experience within insurance broking, strong communication skills and a customer‑focused approach. They will be well organised, accurate and comfortable working in a fast‑paced environment. A willingness to study towards Cert CII is expected, alongside good IT skills and an understanding of regulatory requirements.

For a full job description or further information on this role please call 711188, or email [e-mail].

If you wish to apply for this role, please submit your CV via the Apply Now button below.