Private Clients Broker (Medium / High Net Worth) - Leeds

Cryer Baker Recruitment Ltd.; City Of London; Hybrid; GBP 100,000 - 125,000; Full time

Job summary

A leading insurance brokerage in the Leeds area is seeking a Private Clients Broker to manage a portfolio of medium and high net worth insurances. The successful candidate will provide quotations and maintain relationships with clients, ensuring excellent service and support. This role offers a competitive salary starting at £30k, along with a flexible working pattern and additional benefits, making it an attractive opportunity for experienced professionals.

Benefits

Flexible work pattern

Annual bonus

Support for CII qualifications

Qualifications

• Experience in dealing with both new and existing clients.
• Ability to provide quotations and negotiate renewals.
• Familiarity with personal lines insurances.

Responsibilities

• Deal with clients to provide quotations and amend policies.
• Maintain regular contact with clients and insurers.

Skills

Previous private clients experience

Knowledge of Acturis system

Job description

Overview

Private Clients Broker (Medium / High Net Worth) - Leeds

Opportunity to join a highly successful and fiercely independent chartered insurance brokerage in the Leeds area. This is a great business; they continue to grow organically and have been consistently opening up brand new roles. Having worked with this client for many years, the feedback has been mostly excellent.

This brand new role sits within the private clients division, providing a wide range of personal lines insurances to the large and loyal commercial insurance client portfolio. This includes home, motor, travel, PA, predominately medium and high net worth insurances including high value items, jewellery, supercars, antiques and fine arts etc.

Responsibilities

• Deal with both new and existing clients, providing quotations, making amendments, marketing and negotiating renewals.
• Maintain regular contact with clients, insurers and the Account Executive team.

Qualifications

• Previous private clients experience is required.
• Knowledge of Acturis system would be beneficial; training is provided by the client.

Working pattern & Benefits

This flexible business currently works on a 3 days in the office, 2 days from home basis; they are well known for being committed to providing a great work / life balance and are fully supportive of those wishing to pursue CII qualifications.

This role comes with an excellent salary of circa £30k or above for the correct applicant, along with excellent benefits and an annual bonus. Their modern and appealing offices are conveniently located with plenty of parking.

How to apply

For further details, please contact Tim Cryer or email your CV to the address provided.