At a Glance
- Tasks: Manage a corporate client portfolio and build long-term relationships while identifying new business opportunities.
- Company: Join a respected insurance broker with a collaborative culture and ambitious growth plans.
- Benefits: Competitive salary, uncapped bonuses, hybrid working, and comprehensive benefits package.
- Other info: Dynamic workplace focused on inclusion and personal development.
- Why this job: Inherit a high-value portfolio and enjoy genuine career progression in a supportive environment.
- Qualifications: Experience in managing corporate clients and strong relationship-building skills are essential.
Are you an ambitious Corporate Client Executive looking for the opportunity to inherit a substantial portfolio while still having the freedom to grow your own book? We’re working with a highly respected insurance Broker that’s investing heavily in its Bristol operation as part of an exciting period of growth and transformation. This is an outstanding opportunity to join a business with ambitious plans, a collaborative culture and a genuine commitment to developing its people.
If you’re looking for a role where you can build long-term client relationships, work strategically with complex risks and be rewarded for growing your portfolio, this could be the opportunity you’ve been waiting for.
The Role
- You’ll take ownership of an established portfolio of corporate clients from day one, while identifying opportunities to strengthen existing relationships and generate new business.
- Key responsibilities include:
- Managing an established corporate portfolio with an annual income of approximately £400,000-£500,000
- Building trusted relationships with clients and becoming their strategic insurance Adviser
- Identifying opportunities to grow your portfolio through cross‑selling, referrals and new business development
- Delivering a consultative approach focused on risk management, business continuity and long‑term value rather than purely competing on price
- Working with a diverse client base, including UK businesses with complex and multinational insurance requirements
- Collaborating closely with experienced Client Advisors and the wider corporate team to deliver exceptional client outcomes
About You
We’re keen to speak with experienced Corporate Client Executives who enjoy developing relationships, winning business and delivering expert advice. You’ll ideally have:
- Experience managing corporate or large, complex commercial insurance clients
- A proven track record of retaining and growing client portfolios
- A proactive and commercially driven approach to identifying new business opportunities
- Strong communication and relationship‑building skills, with the ability to engage confidently with senior stakeholders
- A consultative mindset and the ability to provide strategic insurance advice
- Diploma qualified (or working towards it) would be advantageous
- Experience gained within either a national, global or independent insurance Broker
What’s on Offer?
This is an excellent opportunity to join a business that’s investing in growth, people and long‑term success. In return, you’ll receive:
- Salary up to £65,000
- Uncapped bonus potential with realistic earnings of £20,000-£40,000
- An established, high‑value portfolio from day one
- Hybrid working (typically three days per week in the Bristol office)
- Comprehensive benefits package
- Genuine career progression opportunities within a business that promotes from within
- A collaborative environment where you’ll have the autonomy, support and resources to develop your portfolio and maximise your earning potential
If you’re looking for a role that combines an inherited book of quality corporate clients with genuine opportunities for growth and career progression, we’d love to hear from you.
Client Executive in Bristol employer: IDEX Consulting
IDEX Consulting is an exceptional employer that fosters a collaborative and innovative work culture, ideal for professionals looking to make a significant impact in the field of international M&A and growth. With a strong emphasis on employee development, we offer numerous opportunities for career advancement and the chance to work alongside industry leaders in the vibrant setting of Greater London. Join us to be part of a forward-thinking team that values your expertise and encourages you to shape the future of corporate law.
StudySmarter Expert Advice🤫
We think this is how you could land Client Executive 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 IDEX Consulting). 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 IDEX Consulting. 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 Client Executive 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 IDEX Consulting.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at IDEX Consulting. 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 IDEX Consulting
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at IDEX Consulting 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 IDEX Consulting, 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 IDEX Consulting'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.
