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- Tasks: Manage client relationships and renewals for a quality portfolio in Professional Indemnity.
- Company: Reputable independent PI broker in Bristol with a collaborative culture.
- Benefits: Autonomy, flexibility, and a supportive team environment.
- Other info: Opportunity for growth through meaningful client relationships and referrals.
- Why this job: Work with engaged clients where your advice truly matters and make a real impact.
- Qualifications: Experience in PI servicing or account executive roles and proficiency in Acturis.
The predicted salary is between 35000 - 45000 £ per year.
An opportunity with a well-regarded independent Professional Indemnity (PI) broker in Bristol, suited to someone who values a quality book and strong client relationships over heavy new business pressure. You’ll inherit an established portfolio of around £250k income, focused on Solicitors and IFAs, giving you the chance to work with technical, engaged clients where your advice genuinely matters.
Day to day, you’ll be managing renewals end to end, speaking regularly with clients, negotiating with insurers, and ensuring everything runs smoothly across the lifecycle of each policy. You’ll be trusted to run your book properly, staying on top of key renewal timelines, handling queries, and providing considered advice rather than transactional service.
There’s also some involvement in supporting colleagues on placements and picking up new opportunities that naturally come through the existing client base. While this isn’t a target-driven new business role, there is an expectation to develop and grow the book over time through client relationships, referrals and organic opportunities.
The environment is boutique, collaborative and grown-up, offering real autonomy and flexibility in how you manage clients and place risks. Acturis experience is essential, and you’ll be comfortable using it as part of your daily workflow.
The role is predominantly desk-based, with most client interaction handled remotely, but it’s not fully remote. There’s an expectation of regular time spent in the Bristol office to stay connected with the wider team, alongside flexibility depending on where you’re based.
This would suit someone already operating in a PI servicing or account executive role who is looking for something more specialist and relationship driven. If you want a role where the book is already there, the clients are meaningful, and the focus is on doing things properly, it is well worth you applying.
Professional Indemnity Account Executive employer: IPS Group Limited
Contact Detail:
IPS Group Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Professional Indemnity Account Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, especially those who might know someone at the brokerage. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your knowledge of Professional Indemnity and the specific needs of solicitors and IFAs. Show us you understand their world and how you can add value to their business.
✨Tip Number 3
Be ready to discuss your approach to client relationships. We want to hear how you build trust and provide considered advice, not just how you handle transactions. Make it personal!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets the attention it deserves. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Professional Indemnity Account Executive
Some tips for your application 🫡
Show Your Understanding of PI: Make sure to highlight your knowledge of Professional Indemnity insurance in your application. We want to see that you understand the nuances of the industry and can engage with our clients meaningfully.
Emphasise Client Relationships: Since this role is all about strong client relationships, share examples from your past experiences where you've built and maintained successful partnerships. We love hearing about how you've gone the extra mile for clients!
Be Clear About Your Experience with Acturis: As Acturis experience is essential, don’t forget to mention your familiarity with the platform. We’re looking for someone who can hit the ground running, so any specific examples of how you’ve used Acturis will be a bonus.
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. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at IPS Group Limited
✨Know Your Portfolio
Before the interview, take some time to familiarise yourself with the types of clients you'll be working with, especially solicitors and IFAs. Understanding their needs and how you can provide tailored advice will show that you're genuinely interested in the role and ready to hit the ground running.
✨Showcase Your Relationship Skills
Since this role is all about building strong client relationships, be prepared to discuss your past experiences in managing client accounts. Share specific examples of how you've nurtured relationships and provided exceptional service, as this will demonstrate your fit for a collaborative and client-focused environment.
✨Demonstrate Technical Knowledge
Brush up on your knowledge of professional indemnity insurance and the nuances involved in managing renewals. Being able to speak confidently about the technical aspects will not only impress your interviewers but also reassure them that you can handle the complexities of the role.
✨Familiarise Yourself with Acturis
Since Acturis experience is essential for this position, make sure you're comfortable discussing how you've used it in your previous roles. If you have any specific examples of how you've leveraged Acturis to improve efficiency or client service, be ready to share those insights during the interview.