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

Cryer Baker Recruitment Ltd.; London; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading insurance brokerage is seeking a Private Clients Broker to manage a portfolio of medium and high net worth clients. Responsibilities include client communication, providing quotations, and managing renewals. The ideal candidate should have previous private clients experience and negotiation skills. The role offers flexible working arrangements, a competitive salary starting at £30k, and support for pursuing CII qualifications.

Benefits

Flexible working

Support for pursuing CII qualifications

Annual bonus

Qualifications

• Previous experience in private clients is required.
• Knowledge of Acturis system would be beneficial.
• Full system training available.

Responsibilities

• Deal with both new and existing clients.
• Provide quotations.
• Make amendments.
• Market and negotiate renewals.
• Maintain regular contact with clients.

Skills

Private clients experience

Negotiation skills

Client relationship management

Tools

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
• Provide quotations
• Make amendments
• Market and negotiate renewals
• Maintain regular contact with clients, insurers and the Account Executive team

Qualifications and requirements

• Previous private clients experience is required
• Knowledge of Acturis system would be beneficial
• Full system training available from the client

Benefits, work arrangement and location

• Flexible working: 3 days in the office, 2 days from home
• Strong commitment to work/life balance
• Support for pursuing CII qualifications
• Excellent salary circa £30k+ for the right applicant, plus benefits and an annual bonus
• Modern offices with ample parking, Leeds

How to apply

For further details, please contact Tim Cryer on or email your CV to