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Credit Insurance Client Executive
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’ll be stepping into 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.
The role involves managing an inherited portfolio of approximately 45 trade credit clients, many of which are mid-sized businesses with complex needs. These accounts require a safe pair of hands. Ssomeone who can build strong relationships, provide expert advice, and ensure policies are managed accurately and efficiently. You’ll handle everything from policy inception and mid-term reviews to renewals and day-to-day queries. You’ll also negotiate terms with underwriters, prepare technical reports, and maintain compliance with regulatory standards.
The ideal candidate will have proven experience in credit insurance account management and a strong understanding of the product. You’ll need excellent attention to detail, the ability to manage a busy workload under pressure, and strong communication skills to engage with senior decision-makers. A proactive, client-focused approach is essential, along with confidence in handling complex negotiations.
This is a fantastic opportunity for someone who enjoys working in a close-knit team where quality service and long-term relationships are key priorities and needs a “safe pair of hands”.
Given the type of role, experience dealing with Trade Credit / Credit insurance risks is essential.
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