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- Tasks: Manage a portfolio of trade credit clients, providing expert advice and ensuring policy accuracy.
- Company: Join a leading insurance group with a collaborative and professional culture.
- Benefits: Enjoy hybrid working, competitive salary, and a supportive team environment.
- Why this job: Make a real impact by building strong client relationships in a mature team.
- Qualifications: Experience in credit insurance account management and strong communication skills required.
- Other info: Opportunity for career growth in a close-knit team focused on quality service.
The predicted salary is between 36000 - 60000 £ per year.
Im 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.
Youll 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.
Youll handle everything from policy inception and mid-term reviews to renewals and day-to-day queries. Youll also negotiate terms with underwriters, prepare technical reports, and maintain compliance with regulatory standards.
The ideal candidate will have proven experience in credit insurance account management and a strong understanding of the product. Youll need excellent attention to detail, the ability to manage a busy workload under pressure, and strong communication skills to engage with senior decision-makers. A proactive, client-focused approach is essential, along with confidence in handling complex negotiations.
This is a fantastic opportunity for someone who enjoys working in a close-knit team where quality service and long-term relationships are key priorities and needs a "safe pair of hands". Given the type of role, experience dealing with Trade Credit / Credit insurance risks is essential.
Credit Insurance Client Executive - Inherit Clients in Bristol employer: IPS Group
Contact Detail:
IPS Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Credit Insurance Client Executive - Inherit Clients in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know about opportunities in credit insurance. A friendly chat can often lead to job leads that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of credit insurance. Be ready to discuss your experience with managing client portfolios and how you’ve built strong relationships in the past. We want to see that you can handle those complex needs!
✨Tip Number 3
Showcase your communication skills! During interviews, make sure to demonstrate how you engage with senior decision-makers and negotiate terms effectively. This is key for a role that requires a 'safe pair of hands'.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Credit Insurance Client Executive - Inherit Clients in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Credit Insurance Client Executive role. Highlight your background in credit insurance and any relevant achievements to show us you’re the right fit for our team.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about credit insurance and how your proactive, client-focused approach can benefit our clients. Keep it professional but let your personality come through!
Showcase Your Communication Skills: Since this role involves engaging with senior decision-makers, make sure your written application demonstrates your strong communication skills. Use clear, concise language and avoid jargon to ensure we understand your message.
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 don’t miss out on any important updates during the process. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at IPS Group
✨Know Your Stuff
Make sure you brush up on your knowledge of credit insurance and account management. Familiarise yourself with the specific needs of mid-sized businesses and be ready to discuss how you can provide expert advice tailored to their complex requirements.
✨Showcase Your Relationship Skills
Since this role is all about building strong relationships, think of examples from your past where you've successfully managed client relationships. Be prepared to share how you’ve retained clients and navigated complex negotiations, as this will demonstrate your proactive, client-focused approach.
✨Prepare for Technical Questions
Expect questions that dive into policy management, compliance, and negotiation tactics. Brush up on regulatory standards and be ready to discuss how you ensure accuracy in policy management. This shows you’re detail-oriented and understand the intricacies of the role.
✨Emphasise Team Collaboration
This position thrives in a collaborative environment, so highlight your experience working in teams. Share stories that illustrate your ability to work closely with colleagues and support staff, showing that you value teamwork and contribute positively to team culture.
