Commercial Insurance Executive
IDEX Consulting Ltd
Commercial Insurance Executive
2 days ago by IDEX Consulting Ltd
IDEX Consulting Ltd  jobs

Join one of Cumbria's most respected and independently owned insurance brokerages - where trusted relationships and genuine advice matter more than chasing margin.

This is a rare opportunity to take your commercial insurance career in a more rewarding direction - where you're empowered to work with integrity, autonomy, and long-term client impact at the heart of your role.


About the Business
Independently owned and proudly local, this broking house has earned a loyal reputation across Cumbria and the South Lakes.

Known for its client-first approach, it offers experienced commercial brokers the space to grow and succeed without the red tape or corporate grind.

Here, you'll be a key part of the region's ongoing economic growth - with support, investment, and trust behind you.

About the Role

As a Commercial Insurance Executive, you'll focus on building and retaining a profitable portfolio of cross-class commercial clients across a vibrant and growing region.

Your remit will include:

  • Developing new commercial insurance business across the South Lakes via referrals, warm leads, and your own strategy.
  • Working closely with a range of sectors experiencing growth from infrastructure investment and regional development.
  • Delivering trusted, face-to-face advice across commercial combined, property, liability, motor fleet, and more.
  • Retaining and growing a loyal book of clients through proactive relationship management and advice-led service.
  • Working with a highly capable support team handling renewals, administration, claims, and placement.
  • Acting as a local insurance lead with the opportunity to grow into a leadership role and build a team as the business expands.

About You

  • You'll need a commercial insurance background, ideally in a client-facing broking or account executive role.
  • Proven track record of developing and retaining commercial business.
  • Skilled in giving practical, regulated advice to SME and mid-market clients.
  • Motivated by autonomy, client outcomes, and long-term relationships - not just short-term profit.
  • Based in or near the South Lakes/Cumbria area and keen to become a key local figure in commercial insurance.

What You'll Get

  • Up to £50,000 base salary depending on experience
  • Car allowance
  • Bonus paid on all income generated
  • Home-based to start, with plans to establish a local office
  • Scope to build a team around you once you're up and running
  • Freedom to develop your own client acquisition strategy - without micro-management

The Recruitment Process

We're keeping it simple:

  1. Initial confidential enquiry via IDEX Consulting
  2. Coffee chat with the Regional MD - a chance to explore mutual goals
  3. Business planning session at the HQ - shape your role and future

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Skills
  • commercial
  • Commercial Insurance Executive
  • general insruance
Reference: 54910203
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