Credit Insurance Client Executive | Strategic Portfolio Lead

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

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.