Account Executive - Book to inherit

IDEX Consulting; Watford; On-site; GBP 90,000 - 130,000; Full time

Benefits offered by this job

Dedicated broking support

Job summary

IDEX Consulting in Watford is seeking a Commercial Account Executive to take ownership of an existing insurance portfolio. The role offers the opportunity to manage a £250k-£260k income book from day one, with dedicated broking support and a realistic pathway for growth alongside ongoing client relationship management.

You will focus on retaining and developing the portfolio, meeting high-end SME and smaller corporate clients, and leveraging the established relationships to generate new business

Qualifications

• Experience managing an existing client portfolio in commercial insurance.
• Ability to develop relationships and identify growth opportunities.
• Aware of broker processes and client servicing standards.

Responsibilities

• Retain, manage and grow the inherited portfolio from day one.
• Develop strong client relationships and identify cross-sell opportunities.
• Focus on client needs while leveraging dedicated broking support.

Skills

Client relationships

Portfolio management

Business development

Insurance broking

Tools

Broking tools

Job description

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 opportunity

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.

Who would this suit?

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.

Why consider it?

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.

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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.