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- Tasks: Manage a diverse portfolio of Professional Indemnity clients and provide expert policy support.
- Company: Established independent insurance brokerage in Bristol with a supportive team culture.
- Benefits: Salary up to £40,000, hybrid working, ongoing training, and clear career progression.
- Other info: Flexible working arrangements and opportunities for professional development.
- Why this job: Join a respected broker and make a real impact in the Professional Indemnity sector.
- Qualifications: Experience in Professional Indemnity insurance and strong communication skills.
The predicted salary is between 40000 - 40000 £ per year.
We’re recruiting on behalf of a well-established, independent insurance brokerage based in Bristol, recognised for providing tailored Professional Indemnity solutions to a diverse range of professional clients. The business supports firms across sectors such as consultancy, technology, creative, financial, management and other professional services, offering a high level of technical expertise and client service. Due to ongoing growth, they are now looking to appoint an experienced Professional Indemnity Account Handler to join their specialist team.
The Role
You’ll manage a varied portfolio of Professional Indemnity clients, delivering end-to-end policy support and maintaining strong relationships with both clients and insurers. Key responsibilities include:
- Managing renewals, mid-term adjustments and new business enquiries
- Preparing, negotiating and presenting PI quotations
- Liaising with insurers, underwriters and professional clients
- Ensuring policies are accurate, compliant and well-documented
- Providing technical advice on coverage, wordings and insurer requirements
- Supporting clients throughout the policy lifecycle
About You
- Experience handling Professional Indemnity insurance within a brokerage environment
- Strong understanding of PI products and insurer markets
- Confident communicator with good attention to detail
- Able to manage multiple priorities and deadlines
- Client-focused with a proactive approach
- Cert CII (or working towards) desirable but not essential
What’s on Offer
- Salary up to £40,000, depending on experience
- Hybrid and flexible working arrangements
- Supportive, knowledgeable team environment
- Ongoing training and professional development
- Clear progression opportunities within a growing business
This role would suit a PI Account Handler looking to join a respected broker offering long-term stability, flexibility and the chance to develop further within Professional Indemnity.
PI Account Handler employer: Trades Workforce Solutions
Contact Detail:
Trades Workforce Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PI Account Handler
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who work with Professional Indemnity. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your PI knowledge. Make sure you can discuss recent trends in the market and how they affect clients. This shows you’re not just another candidate; you’re genuinely interested in the field.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, drop a quick thank-you email to express your appreciation. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for the best chance at landing that PI Account Handler role. We’re all about making connections and helping you find the right fit, so don’t miss out on the opportunity!
We think you need these skills to ace PI Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in handling Professional Indemnity insurance. We want to see how your skills match the role, so don’t be shy about showcasing your relevant achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the PI sector and how you can contribute to our team. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: As a PI Account Handler, strong communication is key. In your application, demonstrate your ability to liaise effectively with clients and insurers. A few examples of past experiences can really make you stand out!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss any important updates from us!
How to prepare for a job interview at Trades Workforce Solutions
✨Know Your PI Products
Make sure you brush up on your knowledge of Professional Indemnity products and the insurer markets. Being able to discuss specific policies and their nuances will show that you're not just familiar with the basics, but that you truly understand the complexities involved.
✨Prepare for Technical Questions
Expect questions about policy coverage, wordings, and compliance. Prepare examples from your past experience where you've successfully navigated these areas. This will demonstrate your technical expertise and ability to provide sound advice to clients.
✨Showcase Your Communication Skills
As a PI Account Handler, you'll need to liaise with clients and insurers regularly. Practice articulating your thoughts clearly and confidently. Consider role-playing common scenarios with a friend to refine your communication style and ensure you come across as approachable and knowledgeable.
✨Demonstrate Client-Focused Mindset
Be ready to discuss how you've managed client relationships in the past. Highlight your proactive approach and any strategies you've used to ensure client satisfaction. This will help convey that you’re not just about managing policies, but also about building lasting relationships.