Senior Account Executive

Confidential; West of England, Bath; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Car allowance

New business commission

Flexible working

Pension

Job summary

Confidential is seeking a Senior Account Executive to take ownership of an established Professional Indemnity portfolio for solicitors. You will manage a book delivering substantial income, focusing on client relationships, coverage advice, renewals and portfolio development while enjoying flexible working and just one day in the office each week.

The role emphasises relationship-led account management within an established broking business.

Qualifications

• Experience in Professional Indemnity insurance broking.
• Strong background with solicitors' PI.
• Experience managing a substantial portfolio of professional risks clients.
• Capable of handling complex renewals and larger PI placements.
• Excellent insurer relationships and negotiation skills.

Responsibilities

• Manage an established PI portfolio and retain/expand client relationships.
• Provide guidance on coverage, renewals and changing professional risks.
• Identify opportunities to grow existing accounts and strengthen insurer relationships.
• Take ownership of accounts with commercial autonomy within an established broking business.

Job description

Take ownership of an established Professional Indemnity insurance portfolio generating £300,000-£400,000 in annual income, with a particular focus on solicitors' PI. This Senior Account Executive opportunity offers a substantial existing book, the freedom to develop client relationships and a salary of £65,000-£90,000, alongside a car allowance and new business commission.

You'll be joining an established insurance broking business with a strong presence in the professional risks market. The emphasis is on managing, retaining and growing an existing portfolio rather than chasing new business targets, with flexible working and just one day a week in the office.

The opportunity

• An established portfolio: Manage a book generating approximately £300,000-£400,000 in annual income, giving you a substantial client base from the outset.
• Specialist solicitors' PI: Work predominantly with law firms, handling Professional Indemnity placements with premiums reaching £250,000.
• Relationship-led account management: Take ownership of client relationships, providing advice on coverage, renewals and changing professional risks.
• Portfolio development: Identify opportunities to grow existing accounts, improve retention and strengthen relationships with clients and insurers.
• New business without the pressure: Winning new clients is welcomed and rewarded, but the main priority is looking after and developing the existing portfolio.
• Commercial autonomy: Take responsibility for your accounts while benefiting from the resources and insurer relationships of an established broking business.

Who would suit it?

This position would suit an experienced Professional Indemnity Account Executive or Senior Account Executive who enjoys managing complex client relationships and wants to concentrate on a quality portfolio.

You'll ideally bring:

• A strong background in Professional Indemnity insurance broking, particularly solicitors' PI.
• Experience managing a substantial portfolio of professional risks clients and handling complex renewals.
• Confidence working with larger Professional Indemnity placements, including premiums into six figures.
• Strong insurer relationships and the technical knowledge to negotiate appropriate terms and coverage.
• A commercially minded approach to client retention, account development and identifying additional opportunities.

You'll be comfortable taking ownership of an established book and developing it over the longer term, without needing to build a portfolio from scratch.

The package

• Basic salary: £65,000-£90,000, depending on experience.
• Car allowance: Approximately £6,000 per annum.
• New business commission: 20% on new business, subject to scheme terms.
• Flexible working: Just one day per week in the office.
• Annual leave: 25 days plus bank holidays.
• Pension: Company pension scheme.

Interested?

This is an opportunity for a senior Professional Indemnity specialist who wants a substantial existing portfolio, genuine responsibility for client relationships and a package that reflects their experience.