Client Executive

Harrison Holgate; City Of London; Hybrid; GBP 42,000 - 50,000; Full time

Job summary

A leading insurance firm is seeking a Client Executive – Credit Insurance to manage an established portfolio of clients in Bristol. The successful candidate will leverage their credit insurance expertise to maintain strong client relationships and ensure high-quality service. Responsibilities include portfolio management, client negotiations, and collaboration with stakeholders. A competitive package and supportive working environment are offered, emphasizing personal development and career growth.

Benefits

25 days annual leave plus half-day for birthday

Company pension

Private medical cover

Life insurance and income protection

Charity/volunteering days

Qualifications

• Experience in credit insurance account management.
• Excellent verbal and written communication abilities.
• Strong customer service and relationship-building skills.

Responsibilities

• Manage all aspects of a credit insurance portfolio.
• Build strong relationships with business owners and senior contacts.
• Negotiate terms, conditions and secure written quotes from underwriters.

Skills

credit insurance account management

customer service

relationship building

time management

attention to detail

communication skills

IT skills (Outlook, Word, Excel)

Job description

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.

About the Role

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.

Key Responsibilities

• 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.

Who We’re Looking For

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.

What’s on Offer

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