Job Description
Are you an experienced insurance professional with a passion for client service and team leadership? Our confidential client, a leader in high-net-worth insurance solutions in Edinburgh and across the UK, is seeking a dynamic Private Client Broker & Team Leader to join their team. This role presents an exceptional opportunity to drive excellence in broking while mentoring a dedicated team of six, all within an organisation that upholds the values of Trust, Integrity, Commitment, and Collaboration.
What You’ll Do:
• Deliver Expert Broking: Advise high-net-worth clients on bespoke insurance solutions, managing complex multi-property and multi-vehicle risks with a focus on trust and reliability.
• Lead & Mentor: Guide and develop a team of five, fostering a collaborative environment and a culture of integrity and commitment.
• Drive Operational Excellence: Oversee client meetings, policy renewals, new business processing, and support the claims process, ensuring each interaction reflects our core values.
• Foster Strategic Relationships: Build strong relationships with insurers and negotiate competitive terms, always upholding the highest standards.
• Enhance Business Operations: Maintain meticulous administration and effective use of systems like Acturis to support smooth operations.
What We’re Looking For: