Account Executive - South Lakes

JR United Kingdom; Kendal; On-site; GBP 50,000 - 58,000; Full time

Job summary

An established industry player in Cumbria is seeking a Commercial Insurance Executive to join their dynamic team. This role offers the unique opportunity to build and retain a profitable portfolio of clients while working autonomously. With a focus on integrity and long-term relationships, you will be empowered to develop your own client acquisition strategy. The company prides itself on its client-first approach and offers a supportive environment free from corporate constraints. If you are motivated by client outcomes and are looking for a rewarding career in commercial insurance, this position is perfect for you.

Benefits

Car Allowance

Bonus on Income Generated

Flexible Working

Team Building Opportunities

Qualifications

• Proven track record in developing and retaining commercial business.
• Skilled in giving practical, regulated advice to SME and mid-market clients.

Responsibilities

• Develop new commercial insurance business across the South Lakes.
• Deliver trusted, face-to-face advice across various commercial sectors.

Skills

Commercial Insurance Background

Client-Facing Experience

Relationship Management

Business Development

Job description

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? South Lakes & Cumbria | Home-Based to Start | Up to £50,000 + Car Allowance + Bonus

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
• 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

• 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