CKB RECRUITMENT LIMITED
PI Account Executive (Book to inherit)
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
PI Account Executive (Inherited Book)
The following information provides an overview of the skills, qualities, and qualifications needed for this role.
Bristol | £40,000 - £55,000 + Bonus + Benefits
If you're an experienced PI Account Handler ready to step into an Executive role, or an Account Executive looking for a stronger platform and an existing portfolio to inherit, this could be the opportunity you've been waiting for.
You'll take ownership of an established Professional Indemnity portfolio generating around £250,000 in commission income, giving you immediate access to revenue, relationships, and earning potential from day one.
Unlike many Executive opportunities that expect you to build from scratch, you'll inherit a well-established book across Solicitors, IFAs, Architects, and Property Professionals, allowing you to focus on client retention, relationship development, and identifying organic growth opportunities.
Alongside a competitive salary, you'll benefit from a 5% renewal bonus, matched pension contributions up to 8%, private medical cover, life insurance, and a salary sacrifice EV scheme. Combined with hybrid working and a supportive leadership team, this is a role designed for long-term success.
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
The Opportunity
You'll manage and develop an existing Professional Indemnity portfolio, acting as the main point of contact for clients and delivering expert advice throughout the insurance lifecycle.
The book is predominantly renewal-focused, providing stability while still offering opportunities to generate additional income through cross-selling and new business introductions.
This is a chance to further establish yourself within a specialist PI environment while enjoying the autonomy and client ownership that comes with a genuine Account Executive position.
What You'll Be Doing
- Managing an inherited portfolio of Professional Indemnity clients
- Building long-term relationships with key decision-makers
- Retaining and growing existing business through excellent client service
- Identifying and converting new business opportunities within your client base
- Negotiating with insurers to secure the best outcomes for clients
- Providing expert advice across a range of professional sectors
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What You'll Need
- Previous experience working with Professional Indemnity Insurance
- Experience managing client relationships within a commercial broking environment
- Strong knowledge of Acturis
- Excellent communication and relationship-building skills
- A proactive approach to developing and retaining business
About The Business
This independent specialist broker focuses exclusively on Professional Indemnity Insurance for solicitors, financial advisers, and property professionals.
Led by highly experienced industry professionals, they've built a reputation for delivering tailored advice and exceptional service without the constraints often found within larger national brokers.
Their specialist expertise, collaborative culture, and client-first approach provide the perfect environment for ambitious brokers looking to develop their careers within a niche and highly respected market.
Interested?
Click Apply to find out more.
Don't worry if your CV isn't completely up to date. Send us what you have, and we'll take it from there.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location