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Personal Insurance Broker

Capio Recruitment Insurance
Posted 5 hours ago, valid for a month
Location

Bristol, City of Bristol BS6 5EX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The Personal Lines Broker position is located in Bristol, offering a salary range of £25,000 to £30,000 plus incentives for cross-selling and overtime.
  • The role involves delivering exceptional customer service by providing tailored insurance solutions and handling inquiries, policy changes, and renewals.
  • Candidates are required to have previous experience in insurance broking, with Cert CII preferred but not mandatory as support will be provided.
  • The company is a well-established, independent insurance broker that emphasizes professional development and a supportive, family-run environment.
  • This full-time position offers opportunities for career progression while working collaboratively in a team focused on building meaningful client relationships.

Personal Lines BrokerLocation: BristolSalary: £25,000 - £30,000 + Incentives for Cross-Selling & Overtime

The Company:Join a well-established, independent insurance broker in Bristol that prides itself on its strong client relationships and commitment to professional development. This close-knit, family-run firm offers a supportive environment where your expertise is valued, and your career can flourish.

The Role:As a Personal Lines Broker, you’ll be at the heart of delivering outstanding customer service, ensuring clients receive tailored insurance solutions that truly meet their needs. You’ll handle inquiries, policy changes, and renewals with efficiency and professionalism, all while building lasting relationships with clients.

This is a traditional brokerage that values personal connections, offering a consultative approach rather than a transactional one. You’ll have the opportunity to work with a diverse portfolio, including home, motor, and travel insurance, with exposure to commercial and specialist insurance.

With full-time office-based work (Monday to Friday), you’ll be immersed in a collaborative team environment, benefiting from hands-on support and career progression opportunities.

Why This Role?

  • Career Growth: Structured development pathways, including study support for Cert CII
  • Financial Incentives: Earn additional rewards through cross-selling and overtime
  • Supportive Team: Work alongside experienced professionals in a welcoming, family-run business
  • Client-Focused Approach: Build meaningful relationships rather than just processing policies

The Required Skills:

  • Previous experience in insurance broking is essential
  • Cert CII is preferable, but full support will be provided
  • Strong IT, communication, and time management skills
  • Ability to work proactively and collaboratively within a team

Job Synonyms:Private Clients Broker, Private Clients Account Executive, Account Executive, HNW Broker, HNW Development Executive, Account Director, Business Development Manager, Private Client Account Handler, Private Clients Executive

Referral Fee:Not the right fit for you? Know someone who might be interested? Get in touch to refer a candidate and earn a referral fee for a successful recommendation.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.