Credit Insurance Client Executive

IPS Group Limited; Portishead; Hybrid; GBP 40,000 - 60,000; Full time

Job summary

A leading insurance group is seeking an experienced Client Executive to join their Credit Insurance team in Bristol. This hybrid role involves managing a portfolio of trade credit clients, ensuring accurate policy management, and building strong client relationships. Candidates should have proven experience in credit insurance and strong communication skills. The position offers flexibility while being part of a professional, collaborative team that values client retention over sales pressure.

Qualifications

• Proven experience in credit insurance account management.
• Ability to manage a busy workload under pressure.
• Confidence in handling complex negotiations.

Responsibilities

• Manage an inherited portfolio of approximately 45 trade credit clients.
• Handle policy inception, mid-term reviews, and renewals.
• Negotiate terms with underwriters and prepare reports.

Skills

Credit insurance account management

Strong communication skills

Attention to detail

Proactive client-focused approach

Negotiation skills

Job description

Overview

I’m 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. You will be joining 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.

Responsibilities

• Manage an inherited portfolio of approximately 45 trade credit clients, many of whom are mid-sized businesses with complex needs. Build strong relationships, provide expert advice, and ensure policies are managed accurately and efficiently.
• Handle policy inception and mid-term reviews, renewals, and day-to-day queries.
• Negotiate terms with underwriters, prepare technical reports, and maintain compliance with regulatory standards.

Qualifications

• Proven experience in credit insurance account management and a strong understanding of the product.
• Excellent attention to detail, with the ability to manage a busy workload under pressure.
• Strong communication skills to engage with senior decision-makers; a proactive, client-focused approach and confidence in handling complex negotiations.
• Experience dealing with Trade Credit / Credit insurance risks is essential.