At a Glance
- Tasks: Manage and develop an established Professional Indemnity portfolio while providing expert client advice.
- Company: Dynamic insurance firm with a focus on professional growth and client relationships.
- Benefits: Competitive salary, bonus, matched pension, private medical cover, and hybrid working.
- Other info: Opportunity for long-term success with a well-established client portfolio.
- Why this job: Step into a role with immediate earning potential and a supportive leadership team.
- Qualifications: Experience in account handling or executive roles, with strong relationship-building skills.
The predicted salary is between 30000 - 40000 £ 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.
PI Account Executive (Book to inherit) employer: CKB Recruitment
Join a dynamic team in Bristol where your expertise as a PI Account Executive will be valued and rewarded. With an established portfolio to inherit, you'll enjoy immediate earning potential and the chance to foster long-lasting client relationships in a supportive work environment that prioritises employee growth and well-being. Benefit from competitive remuneration, generous bonuses, and a flexible hybrid working model that promotes a healthy work-life balance.
