Private Client Broker - Leeds

Cryer Baker Recruitment Ltd.; City Of London; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A leading insurance brokerage in the Leeds area seeks an experienced broker for their private clients team. The role includes broking new cases, amending existing policies, and marketing renewals for a mix of personal lines and mid/high net worth clients. Offering a competitive salary up to £35k, this position provides opportunities for career development and a hybrid working model.

Benefits

Career development opportunities

Competitive salary

Financial support towards CII qualifications

Qualifications

• Previous insurance experience, preferably broking or customer service with private clients.
• Experience with Acturis is useful but not essential; system training can be provided.

Responsibilities

• Broking new cases for private clients and mid/high net worth clients.
• Amending existing policies and marketing/negotiating renewals.
• Handling general household, motor, travel, PA, and related private client products.
• Collaborating to support client needs and ensure accurate policy administration.

Skills

Insurance experience

Customer service

Familiarity with Acturis

Job description

Overview

Our client is a long established, well respected and fiercely independent insurance brokerage based in the Leeds area. They offer hybrid working (3 days in the office, 2 days from home) and modern offices with parking.

They have a brand new job opening within their private clients team, dealing with a mix of general personal lines and some mid and high net worth clients connected to existing commercial insurance portfolios. In this role you will be broking new cases, making amendments to existing policies and marketing and negotiating renewals.

Responsibilities

• Broking new cases for private clients and mid/high net worth clients connected to commercial portfolios.
• Amending existing policies and marketing/negotiating renewals.
• Handling cases including general household, motor, travel, PA, and other related private client products.
• Collaborating with teams to support client needs and ensure accurate policy administration.

Qualifications and Skills

• Previous insurance experience, preferably broking or customer service with private clients.
• Experience with Acturis is useful but not essential; system training can be provided.

Opportunity and Benefits

• Opportunity for career development, including potential moves into commercial insurance in the future.
• Competitive salary up to circa £35k plus full benefits and financial support towards CII qualifications.

Location: Leeds area. Hybrid working arrangement described above.

How to Apply

For further information, please contact Tim Cryer or forward your CV to the provided contact. (The original content notes a contact person but does not include a specific email address.)