At a Glance
- Tasks: Manage and develop an existing portfolio of high-end clients from day one.
- Company: Join a respected independent insurance broker with a collaborative culture.
- Benefits: Inherit a £250k+ income book, dedicated support, and realistic growth expectations.
- Other info: Flexible location options with excellent career development opportunities.
- Why this job: Make a real impact by building strong client relationships and growing your portfolio.
- Qualifications: Experience as an Account Executive or confident Commercial Account Handler/Broker.
The predicted salary is between 32625 - 39875 £ per year.
How often does an Account Executive opportunity come with a £250k+ income book ready to inherit from day one? I'm working with a highly respected, established independent insurance Broker looking for a Commercial Account Executive to take ownership of an existing portfolio generating approximately £250k-£260k in income. The book is made up of high-end SME and smaller corporate clients, with individual cases typically generating around £5k-£15k income. So rather than starting with a blank sheet of paper, you'll have an established portfolio of clients to meet, relationships to develop and a substantial book to make your own from the outset.
The emphasis here is on retaining, managing and developing the existing portfolio, getting to know your clients properly and identifying opportunities to grow those relationships. There is a new business element to the role, but the expectations are realistic and balanced alongside the size of the existing book you'll inherit. You'll also have dedicated broking support, allowing you to focus your time on clients, relationships and developing the portfolio rather than being dragged into every element of the day-to-day administration.
You could already be an Account Executive looking for an opportunity where there's a genuine book to inherit, alongside sensible expectations around new business. Equally, previous Account Executive experience isn't essential. If you're an experienced Commercial Account Handler or Broker who's confident with clients and ready to take ownership of your own portfolio, this could provide a genuine opportunity to make that move.
You're inheriting a £250k-£260k income book from day one, with dedicated broking support, realistic growth expectations and the autonomy to build strong, long-term relationships with your clients. You'll be joining an established independent business with a collaborative culture, strong insurer relationships and a genuine focus on developing and retaining good people. The role can be based across a number of locations, although Watford or London would be preferred. If you're looking for an Account Executive role where managing and developing a quality existing book is every bit as important as winning new business, I'd love to have a confidential conversation.
Account Executive - Book to inherit in London employer: IDEX Consulting Ltd Careers
Join a well-established independent Chartered insurance broker in Bristol, where you will find a supportive work culture that prioritises employee growth and development. With comprehensive training and mentorship from experienced professionals, you'll have the opportunity to enhance your technical knowledge and advance your career in the commercial insurance market. The company values ambition and offers a dynamic environment that encourages progression, making it an excellent employer for those looking to build a meaningful career.
Contact Details:
IDEX Consulting Ltd Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Account Executive - Book to inherit in London
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like IDEX Consulting Ltd Careers). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like IDEX Consulting Ltd Careers. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Account Executive - Book to inherit in London
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at IDEX Consulting Ltd Careers.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at IDEX Consulting Ltd Careers. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at IDEX Consulting Ltd Careers
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at IDEX Consulting Ltd Careers to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at IDEX Consulting Ltd Careers, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding IDEX Consulting Ltd Careers's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
