Insurance Client Advisor Private Clients, Jobs, Edinburgh, 2206
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Insurance Client Advisor - Private Clients - Edinburgh

Brokers - General Insurance
Ref: 2206 Date Posted: Wednesday 13 Sep 2017

HR Consultancy is proud to be assisting this leading insurance broker in their search for an Insurance Client Advisor role within their Private Client Department in Edinburgh.


This department specialise in providing bespoke Insurance and Risk Management solutions for private individuals and their families, which is delivered by a team who understand the complex lifestyles led by those with significant financial assets.


The practice covers a wide variety of insurance solutions, including; estates and historic houses, family office, luxury car, prestige homes, jewellery and other valuables, bloodstock and equestrian, yachts and aircraft.


Position Overview

  • Be the first point of contact for an allocated bank of high net worth clients
  • Obtain detailed and relative risk information from new and existing clients
  • Prepare and submit market presentations in order to obtain quotations
  • Negotiate, collate and present terms from insurers to clients
  • Process mid-term adjustments and issue documentation accordingly
  • Proactively engage with your client bank both via the phone and face to face

Skills & Experience

  • Top quality customer service and proactive relationship building skills are essential
  • Understanding the current High Net Worth Insurance market place – to include policy wording, benefits and claims process
  • Experience of working within personal lines (home, motor, travel) is preferable, however, commercial lines experience may be considered
  • Experience of working with high net worth individuals and families will be beneficial
  • Insurance qualification (CII) is beneficial but not essential

This position comes with a competitive salary and flexible benefits package.

For more information, please call Elaine McCrink quoting reference