Private Client Insurance Advisor (Experienced Personal‑Lines Candidates)
| Dyddiad hysbysebu: | 17 Chwefror 2026 |
|---|---|
| Cyflog: | £26,000 i £30,000 bob blwyddyn |
| Oriau: | Llawn Amser |
| Dyddiad cau: | 19 Mawrth 2026 |
| Lleoliad: | Birmingham, Midlands, B16 8PE |
| Gweithio o bell: | Ar y safle yn unig |
| Cwmni: | IPS Group Limited |
| Math o swydd: | Parhaol |
| Cyfeirnod swydd: | 59217641 |
Crynodeb
If you have solid experience in personal lines insurance and want to deliver a more advisory, relationship‑led service, this role offers an excellent next step.
You will support a warm portfolio of mid to high net worth clients. These clients often own multiple vehicles and may also require cover for home, valuables, worldwide travel, high‑value collections or leisure craft such as yachts. Many are business owners or directors, creating opportunities to refer commercial enquiries to the internal commercial insurance team.
You will typically manage around sixty client renewals each month. Your work will involve conducting detailed fact finds, identifying gaps or weaknesses in existing cover and recommending suitable improvements. You will handle renewals, adjustments, queries and provide ongoing support as the primary point of contact. This role suits someone who enjoys meaningful client conversations, risk spotting and delivering a premium, tailored service rather than working from scripts.
What You Will Have
- Proven personal‑lines insurance experience in a regulated environment
- Confident telephone manner and strong communication skills
- High attention to detail and accuracy
- Ability to build rapport with mid to high net worth clients
- Competence with CRM systems and general office software
Earnings and Bonus
- Base salary up to £30,000 depending on experience
- Monthly bonus based on individual KPIs, typically around £3,500 to £5,000 OTE per year
- Additional £1,000 annual bonus linked to portfolio growth
- Bonuses are uncapped and paid monthly the following month
This provides a realistic overall earning potential of up to £35,000 for strong performers.
Working Pattern Requirements Candidates must be happy with the following:
- Fully office based during the six month probation period
- Standard hours of either 8.30 to 5.00 or 9.00 to 5.30
- Working one in approximately four Saturdays from 9.00 to 1.00
- Saturday hours paid at time and a half or taken as time in lieu
- Comfortable working in a structured, rota based environment
- No on site parking available, although nearby paid or street parking is used by the team
Why This Role Stands Out You will work closely with high‑value clients, provide genuine advice and build long term relationships. The role offers variety, autonomy and a chance to develop broad knowledge across personal lines, as well as exposure to commercial referrals. You will be part of a team that values emotional intelligence, professionalism and delivering a personalised experience.
If you are an experienced personal‑lines professional who enjoys fact finding, identifying cover gaps and supporting clients with more complex needs, we would welcome your application.
You will support a warm portfolio of mid to high net worth clients. These clients often own multiple vehicles and may also require cover for home, valuables, worldwide travel, high‑value collections or leisure craft such as yachts. Many are business owners or directors, creating opportunities to refer commercial enquiries to the internal commercial insurance team.
You will typically manage around sixty client renewals each month. Your work will involve conducting detailed fact finds, identifying gaps or weaknesses in existing cover and recommending suitable improvements. You will handle renewals, adjustments, queries and provide ongoing support as the primary point of contact. This role suits someone who enjoys meaningful client conversations, risk spotting and delivering a premium, tailored service rather than working from scripts.
What You Will Have
- Proven personal‑lines insurance experience in a regulated environment
- Confident telephone manner and strong communication skills
- High attention to detail and accuracy
- Ability to build rapport with mid to high net worth clients
- Competence with CRM systems and general office software
Earnings and Bonus
- Base salary up to £30,000 depending on experience
- Monthly bonus based on individual KPIs, typically around £3,500 to £5,000 OTE per year
- Additional £1,000 annual bonus linked to portfolio growth
- Bonuses are uncapped and paid monthly the following month
This provides a realistic overall earning potential of up to £35,000 for strong performers.
Working Pattern Requirements Candidates must be happy with the following:
- Fully office based during the six month probation period
- Standard hours of either 8.30 to 5.00 or 9.00 to 5.30
- Working one in approximately four Saturdays from 9.00 to 1.00
- Saturday hours paid at time and a half or taken as time in lieu
- Comfortable working in a structured, rota based environment
- No on site parking available, although nearby paid or street parking is used by the team
Why This Role Stands Out You will work closely with high‑value clients, provide genuine advice and build long term relationships. The role offers variety, autonomy and a chance to develop broad knowledge across personal lines, as well as exposure to commercial referrals. You will be part of a team that values emotional intelligence, professionalism and delivering a personalised experience.
If you are an experienced personal‑lines professional who enjoys fact finding, identifying cover gaps and supporting clients with more complex needs, we would welcome your application.
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