At a Glance
- Tasks: Manage and grow an established Professional Indemnity portfolio while building client relationships.
- Company: Independent specialist broker with a focus on Professional Indemnity Insurance.
- Benefits: Competitive salary, bonus, hybrid working, and excellent health benefits.
- Other info: Join a supportive team in a niche market with a collaborative culture.
- Why this job: Step into a role with immediate revenue potential and long-term career growth.
- Qualifications: Experience in Professional Indemnity Insurance and strong client relationship skills.
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. This is a chance to further establish yourself within a specialist PI environment while enjoying the autonomy and client ownership that comes with a genuine Account Executive position.
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.
Interested? Click Apply to find out more. Don't worry if your CV isn't completely up to date. Send us what you have, and we'll take it from there.
PI Account Executive (Book to inherit) employer: CKB Recruitment Ltd
CKB Recruitment Ltd is an excellent employer, offering a vibrant and dynamic sales environment in Bedford where Insurance Sales Consultants can thrive. With competitive salaries, uncapped earnings potential, and a strong focus on employee growth through support and bonuses, this company fosters a culture of success and achievement, making it an attractive place for those seeking meaningful and rewarding careers in insurance sales.
StudySmarter Expert Advice🤫
We think this is how you could land PI Account Executive (Book to inherit)
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like CKB Recruitment Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace PI Account Executive (Book to inherit)
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to CKB Recruitment Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on CKB Recruitment Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at CKB Recruitment Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with CKB Recruitment Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at CKB Recruitment Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former CKB Recruitment Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
