Account Executive - Property

IDEX Consulting; Burntisland; On-site; GBP 45,000 - 65,000; Full time

Job summary

A leading insurance provider is looking for an Account Executive specializing in insurance solutions for heritage properties and estates. This role involves managing key client relationships, ensuring exceptional service, and contributing to strategic growth within the regional market. Candidates should bring a solid background in client management and a passion for serving rural property owners in a prestigious, innovative setting.

Qualifications

• Experience in insurance or broking, ideally within heritage or agricultural sectors.
• Proven ability managing high-value client relationships.
• Strong communication and negotiation skills.

Responsibilities

• Develop and maintain relationships with clients and brokers.
• Review and ensure accuracy of broking notes.
• Prepare and deliver presentations to potential clients.

Skills

Client Management

Communication

Negotiation

Presentation

Market Insights

Tools

Microsoft Office

CRM Software

Job description

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Account Executive - Property, Burntisland

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Client:

IDEX Consulting

Location:

Burntisland, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

54ee350b2778

Job Views:

4

Posted:

29.06.2025

Expiry Date:

13.08.2025

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Job Description:

About the Opportunity:

This role presents a unique and prestigious opportunity to be part of an innovative insurance offering tailored for historic houses, castles, and stately homes. Designed to address the challenges of high premiums and costly risk mitigation, this solution provides a competitive alternative while supporting risk improvements. This is a rare chance to take on a senior role within a specialist sector, offering an unrivaled career move within the UK regional insurance market.

About the Role:

The Account Executive will be responsible for managing key client and broker relationships, ensuring outstanding service and engagement across the region. This position requires a highly skilled professional with a strong background in client management, broking, and relationship development. The successful candidate will play a crucial role in market engagement and business growth while shaping the future of specialist insurance solutions in this niche sector.

Key Responsibilities:

• Client & Broker Relationship Management: Develop and maintain strong, long-term relationships with clients and brokers, serving as the main point of contact.
• Broking Note Review: Ensure accuracy and completeness of broking notes before submission to insurers.
• Strategic Coordination: Oversee and coordinate administrative support, ensuring efficient data collection and documentation.
• Market Engagement & Representation: Represent the business at client meetings, industry events, and presentations to reinforce its position as a specialist provider.
• Presentations & Business Development: Prepare and deliver compelling presentations to potential clients and brokers, highlighting the unique benefits of this insurance offering.
• Market Insights & Strategy Alignment: Provide insights on market trends and client needs to support business development and shape future service offerings.
• Regional Expansion & Brand Development: Support strategic growth in Scotland, helping to establish a strong presence and reputation across the sector.

Qualifications & Experience:

• Experience in insurance, broking, or client management, ideally within the rural, heritage, or agricultural sector.
• Proven ability to manage high-value client and broker relationships, with a track record of retention and business growth.
• Strong understanding of insurance broking processes, including reviewing and preparing broking notes.
• Exceptional communication, presentation, and negotiation skills.
• Proficiency in Microsoft Office and CRM software.
• Ability to travel regularly across Scotland and beyond for client meetings and industry events.
• Highly organised, with a strategic mindset and the ability to manage multiple priorities effectively.
• Passion for serving rural and heritage property owners, with a commitment to delivering exceptional insurance solutions.

This is a rare and exceptional opportunity to be at the forefront of a game-changing insurance initiative. If you are ready to take on a leadership role in a pioneering company that is redefining the market, this role offers an unparalleled career path.