Private Client Broker

Lawes Insurance Recruitment; City of Edinburgh; On-site; GBP 27,000 - 32,000; Full time

Job summary

A reputable insurance broker in Edinburgh is looking for a Personal Lines Account Handler to manage client accounts, ensuring excellent customer service. Candidates should have experience with home and motor insurance. A commitment to achieving Cert CII is essential. This role includes handling enquiries and developing client relationships to drive growth in the insurance sector.

Qualifications

• Experience handling private client insurance accounts.
• High motivation and efficiency is essential.
• Commitment to pursue minimum qualification of Cert CII.

Responsibilities

• Act as a Personal Insurance Broker on nominated accounts.
• Manage range of customer enquiries via telephone, email and post.
• Develop account through existing client contacts and contribute to maximising growth.

Skills

Highly motivated and efficient

Ability to handle a variety of communication channels

Strong organisational skills

Sales-oriented mindset

Willingness to pursue professional qualifications (Cert CII)

Education

Cert CII

Job description

Job title: Personal Lines Account Handler

Salary: to £32,000

Location: Edinburgh

Insurance Industry Sectors: Insurance, Personal Lines, Motor, Home, HNW

Purpose of role

Due to growth, this respected insurance broker has an opportunity for a Personal Lines Advisor to join their office in Edinburgh. The ideal candidate must have experience working with home and motor insurance policies, HNW experience would be advantageous.

Responsibilities

• To act as a Personal Insurance Broker on specific nominated accounts and to support other members of the division on accounts as and when appropriate
• To manage a range of customer enquiries via telephone, email and post always providing excellent customer service
• To develop the account through existing client contacts and contribute to maximising growth through converting new business enquiries, cross sale and up sale of relevant ancillary products
• Provide assistance to the claims department with any relevant claims
• Updating our client records with accurate information received from insurers including new business, adjustments and renewals
• Transfer of copy and documents into the client electronic file
• Maintain good credit control within your client portfolio
• Advice given meets clients’ requirements in all cases and recommendations and reasons documented in all case

Experience

• Experience gained handling private client insurance accounts.
• The successful candidate will be part of a busy, successful team and will need to be highly motivated and efficient
• A commitment and willingness to work towards a minimum qualification of Cert CII is required

Day-to-day

• Play a major role in ensuring we give a first-class service to our clients projecting the organisation as a quality company
• To answer calls from customers, reply to email request or queries as well as completing renewals and new business quotes
• Converting new business enquiries, cross sale and up sale of relevant ancillary products
• Administration of new business, MTA’s and renewals

Skills

• Highly motivated and efficient
• Ability to handle a variety of communication channels (telephone, email, post)
• Strong organisational skills for managing and updating client records
• Sales-oriented mindset for upselling and cross-selling products
• Willingness to pursue professional qualifications (Cert CII)

If you have the relevant experience or know someone that does please contact me now on 07458162 853 or email us at [e-mail]