Private Client Manager — Lead Scotland Team & Growth

Insure Recruitment

City of Edinburgh

On-site

GBP 55,000 - 75,000

Full time

4 days ago
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Job summary

Insure Recruitment is partnering with a well-established insurance business in Edinburgh to recruit a Private Client Manager who will lead a high-performing team of Account Handlers across four locations in Scotland.

The role focuses on developing talent, shaping team strategy, delivering exceptional client service and driving operational excellence, with collaborative leadership alongside the Director and senior leadership. Occasional travel to other offices may be required.

Qualifications

  • Strong background in Private Clients insurance (essential).
  • Experience at Senior Executive, Assistant Management or Handler level.
  • Willingness to lead and develop people.
  • Commercial awareness with strong organisational and communication skills.
  • Professional qualifications (Dip CII or working towards) desirable.

Responsibilities

  • Lead a team of Private Client Account Handlers across 4 locations in Scotland.
  • Conduct performance reviews and coaching.
  • Manage client escalations with confidence and empathy.
  • Oversee team performance, productivity and service delivery.
  • Contribute to business planning, growth and improvements.

Skills

Leadership
People management
Client relationships
Coaching

Education

Dip CII

Job description

Insure Recruitment is partnering with a well-established insurance business in Edinburgh to recruit a Private Client Manager who will lead a high-performing team of Account Handlers across four locations in Scotland.

The role focuses on developing talent, shaping team strategy, delivering exceptional client service and driving operational excellence, with collaborative leadership alongside the Director and senior leadership. Occasional travel to other offices may be required.

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