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

Posted: 01 March 2024

Job description

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 tim@cryerbaker.co.uk