Job Profile

Job Title Private Clients Broker Name TBC

Reports To Jim Redmond Region T L Dallas Personal Lines

Location Edinburgh

Purpose To Provide the highest possible level of service to new and existing High Net Worth Clients as well as providing outstanding professional advice to them on all aspects of their insurance requirements. The successful candidate will have strong communication skills with both clients and insurers. They will also have the ability to work independently and as part of a team. Team leader and supervisory skills desirable.

Responsibilities, Duties and Tasks

• Dealing with complex and diverse policies including multi property and/or multi
• Offering the most suitable insurance cover to meet clients’ requirements
• Meeting with clients where required including renewal reviews and attending Insurer appraisals
• Liaising with other branches and attending other branches where requi...