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For Companies At a Glance
- Tasks: Build and manage a portfolio of commercial clients while providing trusted advice.
- Company: Join a respected, independent insurance brokerage known for its client-first approach.
- Benefits: Enjoy a competitive salary, car allowance, bonuses, and the freedom to work from home.
- Why this job: Make a real impact in your community with autonomy and support for your growth.
- Qualifications: Experience in commercial insurance and a passion for building long-term client relationships.
- Other info: Opportunity to grow into a leadership role and shape your own client acquisition strategy.
The predicted salary is between 36000 - 60000 £ per year.
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: Initial confidential enquiry via IDEX Consulting, coffee chat with the Regional MD - a chance to explore mutual goals, business planning session at the HQ - shape your role and future.
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.
Commercial Insurance Executive employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Insurance Executive
✨Tip Number 1
Network within the local community and industry. Attend events, join local business groups, and connect with other professionals in the insurance sector. Building relationships can lead to referrals and insights about potential clients.
✨Tip Number 2
Familiarise yourself with the specific needs of businesses in the South Lakes area. Understanding the local market and its unique challenges will help you tailor your approach and demonstrate your value to potential clients.
✨Tip Number 3
Showcase your expertise by offering free workshops or informational sessions on commercial insurance topics. This not only positions you as a knowledgeable resource but also helps you connect with potential clients in a meaningful way.
✨Tip Number 4
Leverage social media platforms like LinkedIn to share insights and engage with your network. Regularly posting relevant content can enhance your visibility and attract attention from businesses looking for a trusted insurance partner.
We think you need these skills to ace Commercial Insurance Executive
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and expectations of a Commercial Insurance Executive. Tailor your application to highlight relevant experience in developing and retaining commercial business.
Craft a Compelling CV: Your CV should clearly showcase your commercial insurance background, client-facing experience, and any proven track record in building client relationships. Use specific examples to demonstrate your skills and achievements.
Write a Tailored Cover Letter: In your cover letter, express your motivation for wanting to work with this independent brokerage. Highlight your alignment with their values of integrity and client-first approach, and explain how you can contribute to their growth.
Prepare for Interviews: If selected for an interview, prepare by researching the company and its culture. Be ready to discuss your strategies for client acquisition and relationship management, as well as your vision for contributing to the local insurance landscape.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Client-Focused Approach
Emphasise your experience in building and maintaining client relationships. Be prepared to share specific examples of how you've provided trusted advice and support to clients, demonstrating your commitment to their long-term success.
✨Demonstrate Industry Knowledge
Familiarise yourself with the current trends and challenges in the commercial insurance sector, particularly in the South Lakes area. This will show your potential employer that you are proactive and knowledgeable about the market you will be working in.
✨Highlight Your Autonomy and Initiative
Discuss instances where you've successfully developed your own client acquisition strategies or taken the lead on projects. This aligns with the company's emphasis on autonomy and integrity, showcasing that you can thrive without micromanagement.
✨Prepare for a Collaborative Discussion
Since the role involves working closely with a support team and potentially leading one in the future, be ready to talk about your teamwork skills. Share examples of how you've collaborated effectively with others to achieve common goals.
