Client Executive

Overview

In this role you will inherit an established corporate portfolio and act as the strategic insurance adviser to clients. You will grow the portfolio through cross-selling and new opportunities, while delivering risk-management guidance and long-term value. You collaborate with senior stakeholders and the corporate team to achieve exceptional client outcomes. This is a growth-focused role in a collaborative, enabling culture that rewards progression and impact.

Pay / Benefits

• Salary up to 65,000
• Uncapped bonus potential (20,000–40,000)
• Hybrid working (3 days in Bristol)
• Established high-value portfolio from day one
• Comprehensive benefits package
• Career progression opportunities

Responsibilities

• Own an established corporate portfolio with substantial annual income (GBP 400k–500k)
• Build trusted relationships and act as strategic insurance adviser to clients
• Identify opportunities to grow the portfolio through cross-selling, referrals and new business
• Deliver a consultative, risk-management focused approach rather than competing on price
• Serve a diverse set of UK-based clients with complex or multinational insurance needs
• Collaborate with experienced Client Advisors and the wider corporate team to deliver outcomes

Key requirements

• Experience managing corporate or large, complex commercial insurance clients
• Proven track record of retaining and growing client portfolios
• Proactive, commercially driven approach to identifying new business opportunities
• Strong communication and relationship-building skills with senior stakeholders
• Consultative mindset and ability to provide strategic insurance advice
• Diploma qualified (or working towards it) is advantageous
• Experience in national, global or independent insurance brokers

• Relationship-building
• Effective communication with senior stakeholders
• Proactive and commercially driven
• Risk management
• Insurance advisory for corporate/ multinational clients
• Strategic client guidance

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