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- Tasks: Manage a portfolio of trade credit clients and provide expert advice.
- Company: Leading insurance group with a collaborative and professional culture.
- Benefits: Hybrid work model, flexible hours, and supportive team environment.
- Why this job: Join a mature team focused on client relationships, not high-pressure sales.
- Qualifications: Proven experience in credit insurance and strong relationship-building skills.
- Other info: Opportunity for career growth in a dynamic and supportive setting.
The predicted salary is between 36000 - 60000 £ per year.
I'm working with a leading insurance group that is looking for an experienced Client Executive to join their Credit Insurance team in Bristol. This is a hybrid role, typically two days in the office, giving you flexibility while still being part of a collaborative and professional environment.
You will be stepping into a well-established team of four Client Executives, supported by a Business Support Administrator and overseen by an experienced Director. The team culture is mature and professional, with a strong focus on collaboration and client retention rather than high-pressure sales.
The role involves managing an inherited portfolio of approximately 45 trade credit clients, many of which are mid-sized businesses with complex needs. These accounts require a safe pair of hands; someone who can build strong relationships, provide expert advice, and ensure policies are managed accurately and efficiently. You will handle everything from policy inception and mid-term reviews to renewals and day-to-day queries. You will also negotiate terms with underwriters, prepare technical reports, and maintain compliance with regulatory standards.
The ideal candidate will have proven experience in credit insurance.
Credit Insurance Client Executive employer: IPS Group Limited
Contact Detail:
IPS Group Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Credit Insurance Client Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know someone at the company you're eyeing. A friendly chat can sometimes lead to insider info or even a referral!
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of credit insurance. We recommend researching common questions and scenarios that might come up, so you can showcase your expertise and experience confidently.
✨Tip Number 3
Showcase your relationship-building skills! During interviews, share examples of how you've successfully managed client portfolios and built strong relationships. This will highlight your fit for the collaborative culture they value.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re always looking for passionate individuals who want to make a difference in the insurance world.
We think you need these skills to ace Credit Insurance Client Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in credit insurance and client management. We want to see how you've built strong relationships and handled complex accounts, so don’t hold back on those details!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team. Share specific examples of how you've successfully managed client portfolios and provided expert advice.
Showcase Your Team Spirit: Since we value collaboration, let us know about your experiences working in teams. Highlight any instances where you’ve contributed to a positive team culture or helped colleagues achieve their goals.
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’re considered for this exciting opportunity with our Credit Insurance team!
How to prepare for a job interview at IPS Group Limited
✨Know Your Stuff
Make sure you brush up on credit insurance basics and the specific needs of mid-sized businesses. Familiarise yourself with common challenges these clients face, as well as the solutions your potential employer offers. This will show that you're not just interested in the role, but that you understand the industry.
✨Showcase Your Relationship Skills
Since this role is all about building strong relationships, be ready to share examples from your past where you've successfully managed client portfolios. Highlight how you’ve provided expert advice and maintained client satisfaction, as this will resonate well with the team’s focus on collaboration and retention.
✨Prepare for Technical Questions
Expect questions about policy management, compliance, and negotiation with underwriters. Brush up on relevant regulations and be prepared to discuss how you would handle specific scenarios. This will demonstrate your expertise and readiness to step into the role seamlessly.
✨Emphasise Teamwork
Given the mature and professional culture of the team, it’s important to convey your ability to work collaboratively. Share experiences where you’ve worked effectively within a team, especially in high-stakes situations. This will help illustrate that you’re a good fit for their environment.