At a Glance
- Tasks: Manage and grow an established Professional Indemnity portfolio while building strong client relationships.
- Company: Independent specialist broker with a focus on Professional Indemnity Insurance.
- Benefits: Competitive salary, bonus, hybrid working, private medical cover, and pension contributions.
- Other info: Join a collaborative team dedicated to delivering exceptional service in a niche market.
- Why this job: Step into a role with immediate revenue potential and long-term career growth opportunities.
- Qualifications: Experience in Professional Indemnity Insurance and strong client relationship management skills.
The predicted salary is between 40000 - 55000 £ per year.
If you're an experienced PI Account Handler ready to step into an Executive role, or an Account Executive looking for a stronger platform and an existing portfolio to inherit, this could be the opportunity you've been waiting for.
You’ll take ownership of an established Professional Indemnity portfolio generating around £250,000 in commission income, giving you immediate access to revenue, relationships and earning potential from day one. Unlike many Executive opportunities that expect you to build from scratch, you’ll inherit a well-established book across Solicitors, IFAs, Architects and Property Professionals, allowing you to focus on client retention, relationship development and identifying organic growth opportunities.
Alongside a competitive salary, you’ll benefit from a 5% renewal bonus, matched pension contributions up to 8%, private medical cover, life insurance and a salary sacrifice EV scheme. Combined with hybrid working and a supportive leadership team, this is a role designed for long‑term success.
The Opportunity
You’ll manage and develop an existing Professional Indemnity portfolio, acting as the main point of contact for clients and delivering expert advice throughout the insurance lifecycle. The book is predominantly renewal‑focused, providing stability while still offering opportunities to generate additional income through cross‑selling and new business introductions.
What You’ll Be Doing
- Managing an inherited portfolio of Professional Indemnity clients
- Building long‑term relationships with key decision‑makers
- Retaining and growing existing business through excellent client service
- Identifying and converting new business opportunities within your client base
- Negotiating with insurers to secure the best outcomes for clients
- Providing expert advice across a range of professional sectors
What You’ll Need
- Previous experience working with Professional Indemnity Insurance
- Experience managing client relationships within a commercial broking environment
- Strong knowledge of Acturis
- Excellent communication and relationship‑building skills
- A proactive approach to developing and retaining business
About The Business
This independent specialist broker focuses exclusively on Professional Indemnity Insurance for solicitors, financial advisers and property professionals. Led by highly experienced industry professionals, they’ve built a reputation for delivering tailored advice and exceptional service without the constraints often found within larger national brokers. Their specialist expertise, collaborative culture and client‑first approach provide the perfect environment for ambitious brokers looking to develop their careers within a niche and highly respected market.
PI Account Executive (Existing business with a book to inherit) in Bristol employer: CKB RECRUITMENT LIMITED
This independent specialist broker offers a unique opportunity for growth and success in the Professional Indemnity Insurance sector. With a strong focus on client relationships and a supportive leadership team, employees benefit from a collaborative culture that prioritises tailored advice and exceptional service. The role provides immediate access to an established portfolio, competitive salary, and comprehensive benefits, making it an excellent employer for those seeking meaningful and rewarding employment in Bristol.
StudySmarter Expert Advice🤫
We think this is how you could land PI Account Executive (Existing business with a book to inherit) in Bristol
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like CKB RECRUITMENT LIMITED). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like CKB RECRUITMENT LIMITED. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace PI Account Executive (Existing business with a book to inherit) in Bristol
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at CKB RECRUITMENT LIMITED.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at CKB RECRUITMENT LIMITED. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at CKB RECRUITMENT LIMITED
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at CKB RECRUITMENT LIMITED to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at CKB RECRUITMENT LIMITED, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding CKB RECRUITMENT LIMITED's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
