At a Glance
- Tasks: Manage client relationships and renewals for an established portfolio in Professional Indemnity.
- Company: Reputable independent PI broker in Bristol with a collaborative culture.
- Benefits: Autonomy, flexibility, and a supportive team environment.
- Other info: Opportunity for growth through client relationships and referrals.
- Why this job: Work with meaningful clients and make a real impact in a specialist role.
- Qualifications: Experience in PI servicing or account executive roles; Acturis proficiency required.
The predicted salary is between 35000 - 45000 £ per year.
An opportunity with a well-regarded independent Professional Indemnity (PI) broker in Bristol, suited to someone who values a quality book and strong client relationships over heavy new business pressure. You’ll inherit an established portfolio of around £250k income, focused on Solicitors and IFAs, giving you the chance to work with technical, engaged clients where your advice genuinely matters.
Day to day, you’ll be managing renewals end to end, speaking regularly with clients, negotiating with insurers, and ensuring everything runs smoothly across the lifecycle of each policy. You’ll be trusted to run your book properly, staying on top of key renewal timelines, handling queries, and providing considered advice rather than transactional service.
There’s also some involvement in supporting colleagues on placements and picking up new opportunities that naturally come through the existing client base. While this isn’t a target-driven new business role, there is an expectation to develop and grow the book over time through client relationships, referrals and organic opportunities.
The environment is boutique, collaborative and grown-up, offering real autonomy and flexibility in how you manage clients and place risks. Acturis experience is essential, and you’ll be comfortable using it as part of your daily workflow.
The role is predominantly desk-based, with most client interaction handled remotely, but it’s not fully remote. There’s an expectation of regular time spent in the Bristol office to stay connected with the wider team, alongside flexibility depending on where you’re based.
This would suit someone already operating in a PI servicing or account executive role who is looking for something more specialist and relationship driven. If you want a role where the book is already there, the clients are meaningful, and the focus is on doing things properly, it is well worth you applying.
Professional Indemnity Account Executive in Bath employer: Career Choices Dewis Gyrfa Ltd
Join a well-regarded independent Professional Indemnity broker in Bristol, where you will enjoy a collaborative and flexible work culture that prioritises quality client relationships over heavy sales pressure. With an established portfolio to manage, you will have the autonomy to provide meaningful advice to engaged clients while benefiting from opportunities for professional growth within a supportive team environment. This role offers the perfect balance of independence and teamwork, making it an excellent choice for those seeking a rewarding career in a boutique setting.
Contact Details:
Career Choices Dewis Gyrfa Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Professional Indemnity Account Executive in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who might know someone at the brokerage. A friendly chat can go a long way in getting your foot in the door.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of Professional Indemnity and the specific needs of solicitors and IFAs. Show them you’re not just another candidate; you genuinely understand their world.
✨Tip Number 3
Be ready to discuss how you’ll manage client relationships and renewals effectively. Share examples from your past experiences that highlight your ability to provide considered advice and maintain strong connections.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step to engage with us directly.
We think you need these skills to ace Professional Indemnity Account Executive in Bath
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that align with the Professional Indemnity sector. Highlight your previous roles, especially if you've worked with Solicitors or IFAs, and showcase your ability to manage client relationships effectively.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your experience makes you a perfect fit. Don’t forget to mention your familiarity with Acturis, as it’s essential for this position.
Showcase Your Relationship Skills:Since this role is all about building strong client relationships, make sure to include examples of how you've successfully managed client portfolios in the past. We want to see how you’ve provided considered advice and maintained long-term partnerships.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates regarding your application status!
How to prepare for a job interview at Career Choices Dewis Gyrfa Ltd
✨Know Your Portfolio
Before the interview, take some time to familiarise yourself with the types of clients you'll be managing, especially solicitors and IFAs. Understand their needs and how your experience aligns with providing tailored advice rather than just transactional service.
✨Showcase Your Relationship Skills
This role is all about building strong client relationships. Be prepared to discuss examples from your past where you've successfully managed client interactions, handled queries, and provided considered advice. Highlight your ability to nurture these relationships over time.
✨Demonstrate Technical Knowledge
Since this position involves managing renewals and negotiating with insurers, brush up on your technical knowledge related to Professional Indemnity insurance. Be ready to discuss how you would approach renewals and any challenges you might anticipate.
✨Familiarise Yourself with Acturis
Acturis experience is essential for this role, so make sure you're comfortable discussing how you've used it in your previous positions. If you can, prepare a few examples of how you've leveraged Acturis to streamline processes or improve client interactions.
