Private Client Account Handler, Jobs, 5464

Private Client Account Handler

Private Client Insurance Broker – Edinburgh – Salary to £26,000

Are you one of those people who checks online estate agencies and gets immediately drawn to the million pound ones. You know, just for a nosey?

You perhaps follow some accounts on Instagram showing a daily barrage of supercars, expensive watches, yachts?

 The high net worth market is intriguing for sure. Who owns these items, what are these people actually like?

Generally, it’s a closed arena but for those working in the Private Client sector, it’s a unique opportunity to get close to the high flyers.

After all, they still need insurance just like the rest of us.

If you have a background within insurance and a genuine curiosity into working with high value private clients then this Edinburgh based brokerage have an opportunity which will suit.

Are you who we are looking for?

  • With a track record within the insurance sector, you’ll have experience in an account handling role, ideally with some knowledge or interest in the high net worth arena.
  • You’ll have superb communication skills with a natural ability to deal professionally with complex clients requiring a high degree of client service
  • You’ll be committed to your career with a dedication for completing the industry recognised qualifications which will be funded within this firm

What does the day to day look like?

  • In this varied role, your core remit will be to manage the day to day servicing of high net worth private clients
  • You’ll handle new business processing, mid-term adjustments and renewals for all types of private client business including household, motor, travel and specialist areas.
  • Working in close conjunction with the executive team, you’ll support them with research and will also have the scope to attend client meetings as and when required
  • Daily usage of the Acturis system – experience of this would be advantageous.

So, if you’re the person we’re looking for, and this is the job you’re looking for – send your CV to - Some covering info might also help you stand out.

If your CV isn’t up to date, or needs work, that’s ok, just pop over what you have and I can tidy up the rest.

Share this job


8th Floor,
180 Saint Vincent Street, G2 5SG
0141 353 1133

13 Atholl Place,
0131 357 5333

2nd Floor, Suite 4,
Marketgait Business Centre, DD1 1NJ
01382 768 700