Private Client Insurance Broker

Adaptive Group; City of Edinburgh; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A well-established insurance brokerage is seeking an experienced Private Client Insurance Broker in Edinburgh. The role involves managing a portfolio of high-net-worth clients, providing tailored insurance solutions and building relationships with insurers. Ideal candidates will have strong communication skills, private client insurance experience, and the ability to negotiate complex policies. This hybrid role offers professional development within a supportive team environment, making a real impact in a dynamic space.

Benefits

Hybrid working and flexible office arrangements

Professional development opportunities

Supportive team culture

Qualifications

• Strong experience in private client, household, or high-value insurance.
• Excellent verbal and written communication skills.
• Ability to work independently and as part of a team.
• Professional approach with strong customer service focus.

Responsibilities

• Manage a portfolio of high-net-worth clients.
• Handle complex policies including multi-property and multi-vehicle insurance.
• Prepare new policies and manage renewals timely.
• Negotiate terms and premiums with insurers.
• Represent clients' needs accurately during claims handling.

Skills

Private client insurance experience

Strong communication skills

Negotiation skills

Knowledge of insurance broking systems

Leadership experience

Education

CII qualifications or working towards them

Tools

Acturis

Job description

Private Client Insurance Broker

Location: Edinburgh (Hybrid role with flexible office days)
Salary: Competitive, based on experience

About the Role

We are seeking an experienced Private Client Insurance Broker to join a well-established, high-performing team focused on providing exceptional service to high-net-worth clients.

This is a relationship-led role, ideal for a broker who enjoys working with complex, bespoke household and personal insurance portfolios, including multi-property and high-value assets.

You will work closely with clients and insurers, providing tailored advice, managing renewals and handling complex policies with confidence. There is scope for leadership and supervisory responsibilities for the right candidate.

Key Responsibilities

• Manage a portfolio of high-net-worth clients, providing expert advice on bespoke insurance solutions
• Handle complex policies including multi-property, multi-vehicle, and specialist risks
• Prepare and issue new policies, mid-term adjustments, and renewals in line with timelines
• Build and maintain strong relationships with insurers, negotiating terms and premiums where appropriate
• Meet with clients for reviews and attend insurer appraisals as needed
• Support claims handling and represent clients requirements accurately
• Maintain accurate records, correspondence, and reporting within company procedures
• Attend technical training, CPD courses, and insurer events as required

What Were Looking For

• Good experience in private client, household, or high-value insurance
• Strong communication skills with clients, insurers, and colleagues
• Ability to work independently and collaboratively within a team
• Knowledge of insurance broking systems (e.g., Acturis)
• Negotiation and influencing
• Professional approach with strong customer service awareness
• CII qualifications or working towards them are desirable but not essential
• Leadership or supervisory experience is a plus

What We Offer

• Exposure to complex, high-value personal insurance portfolios
• Hybrid working and flexible office arrangements
• Supportive, collaborative team culture
• Professional development and technical training opportunities

This role is ideal for an experienced broker looking for a career-focused position where you can make a real impact, work with sophisticated clients and grow within a supportive team environment.

Apply Now to explore this exciting opportunity in Edinburgh — all applications will be treated in strict confidence.