Senior Private Client Insurance Broker (Hybrid)

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

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.