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

Cryer Baker Recruitment Ltd.; England; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance brokerage in Leeds is seeking a Private Clients Broker to manage personal lines insurances for high net worth clients. The role offers a flexible work environment with a strong emphasis on work-life balance, excellent salary starting at £30k, and growth opportunities including support for CII qualifications.

Benefits

Annual bonus

Support for CII qualifications

Flexibility in work location

Modern offices with parking

Qualifications

• Previous experience with private clients insurance required.
• Knowledge of Acturis system beneficial.
• Willingness to pursue CII qualifications supported.

Responsibilities

• Dealing with new and existing clients.
• Providing quotations and negotiating renewals.
• Maintaining regular contact with clients and insurers.

Skills

Client Management

Negotiation

Communication

Tools

Acturis

Job description

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.

In this role you will be dealing with both new and existing clients, providing quotations, making amendments, marketing and negotiating renewals and having regular contact with clients, insurers and the Account Executive team. Previous private clients experience is required, and knowledge of Acturis system would definitely be beneficial, however, our client is more than happy to provide full system training.

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 full supportive to those wishing to pursue CII qualifications.

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

For further details, please contact Tim Cryer on 01423 313909 or email your CV to [e-mail]