Client Executive

Location: Bristol / Hybrid (minimum 2 days in the office)
Salary: Up to £50,000

My client is looking for a Client Executive – Credit Insurance to join their established and experienced team. This is an excellent opportunity for someone with strong credit insurance knowledge who enjoys managing client relationships, delivering high-quality service, and taking ownership of a varied portfolio.

As a Client Executive, you will manage an inherited portfolio of credit insurance clients, ensuring an exceptional level of service and maintaining strong relationships with key stakeholders. You’ll work closely with decision makers, handle day‑to‑day policy management, and support client needs throughout the lifecycle of their policy.

• Manage all aspects of a credit insurance portfolio, covering clients of varying size and premium levels.
• Build strong relationships with business owners and senior contacts, ensuring a deep understanding of their needs.
• Lead service delivery including policy inception meetings, mid‑term reviews, and renewal meetings.
• Handle day‑to‑day client queries and support policy management.
• Negotiate terms, conditions, and pricing with underwriters, securing written quotes and managing insurer questions.
• Maintain client expectations by managing tasks and communication effectively.
• Build and nurture long‑term relationships with underwriters to support smooth placement and service delivery.
• Prepare technical reports, renewal summaries, and documentation in line with internal procedures.

Skills & Experience:

• Experience in credit insurance account management
  .
• Exceptional attention to detail and ability to work with pace, accuracy, and efficiency.
• Excellent time management and organisational skills with the ability to handle changing priorities and deadlines.
• Strong customer service and relationship‑building skills.
• Excellent verbal and written communication abilities.
• Confidence when engaging with senior stakeholders and decision makers.
• Eagerness to learn and develop within a technical insurance discipline.
• Proactive, flexible, and self‑motivated team player.
• Strong IT skills including Outlook, Word, and Excel.
• Full UK driving licence and willingness to travel as required.

My client offers a supportive and collaborative environment with a focus on personal development, career progression, and long‑term growth. You’ll receive a competitive package including:

• 25 days annual leave + an additional half‑day for your birthday
• Company pension
• Private medical cover
• Life insurance, income protection, and sick pay
• Charity/volunteering days and strong cultural support