Account Executive (Existing Book)

IDEX Consulting Ltd.; Cheltenham; Hybrid; GBP 42,000 - 60,000; Full time

Benefits offered by this job

Strong benefits package

Competitive salary

Job summary

IDEX Consulting Ltd. is seeking an experienced Client Executive to join its Charity & Not-for-Profit team in Cheltenham. The role focuses on managing and developing client relationships, renewals, and providing specialist insurance advice within a national broker environment.

You will handle a portfolio, meet annual targets, and engage with insurers, partners, and internal teams. Hybrid working, with office days in Cheltenham, is offered.

Qualifications

• Experience in the general insurance market.
• Providing specialist insurance advice to clients.
• Charity or not-for-profit sector experience is advantageous.
• Must be commercially minded and client-focused.

Responsibilities

• Manage and develop an existing portfolio of clients
• Lead renewal activity and mid-term adjustments
• Build relationships with key decision makers and partners
• Collaborate with external service providers and internal stakeholders
• Identify insurance solutions based on client requirements
• Work towards and exceed annual targets
• Attend quarterly MI meetings with partners
• Engage regularly with clients, partners and internal teams
• Travel to partner meetings and attend client events

Skills

Relationship management

Insurance knowledge

Communication skills

Negotiation skills

Diary management

Job description

Are you an experienced insurance professional looking for a role where you can build strong client relationships, work within a specialist team and take the next step in your career?

We're working with a national insurance broker who are looking to appoint an ambitious Client Executive to join their established Charity & Not for Profit team in Cheltenham.

This is an exciting opportunity for someone with a strong commercial insurance background who enjoys being client-facing and wants to work within a collaborative and forward-thinking environment. You'll be responsible for managing and developing relationships across an existing portfolio, ensuring clients receive the right level of advice, cover and service throughout the insurance lifecycle.

The role will involve managing renewals and mid-term adjustments, understanding clients' changing requirements and working with insurers and internal teams to identify appropriate cover and competitive solutions. You'll also build strong relationships with key decision makers, attend regular partner meetings and represent the business at client and promotional events.

You'll have the opportunity to take real ownership of your portfolio, with responsibility for meeting annual targets, managing your own diary and ensuring a consistently high level of service across your clients.

Key responsibilities will include:

• Managing and developing an existing portfolio of clients
• Leading renewal activity and managing mid-term adjustments
• Building strong relationships with key decision makers and partners
• Working closely with external service providers and internal stakeholders
• Understanding client requirements and identifying appropriate insurance solutions
• Working towards and exceeding annual targets
• Attending quarterly MI meetings with partners
• Regularly engaging with clients, partners and internal teams
• Travelling to partner meetings and attending client promotional events

What we're looking for

You'll ideally have experience within the insurance market, with a strong understanding of the main classes of general insurance and experience providing specialist advice to clients.

Experience working within the Charity or Not for Profit sector would be advantageous, but isn't essential. More importantly, we're looking for someone who is commercially minded, confident dealing with clients and able to build strong relationships at all levels.

You’ll need excellent communication, presentation and negotiation skills, alongside the ability to adapt your communication style to different clients and stakeholders. Strong organisation skills are essential, as you'll be managing your own diary, prioritising workloads and working to tight deadlines while maintaining a high level of accuracy.

The opportunity

• Client Executive position within a specialist Charity & Not for Profit team
• Established portfolio of existing clients
• Opportunity to develop strong senior-level client relationships
• Global insurance broker with excellent career development opportunities
• Collaborative and inclusive working environment
• Cheltenham-based with hybrid working - ideally 2 days per week in the office
• Full-time, permanent position
• Strong benefits package and competitive salary

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.