Account Executive - South Lakes

IDEX Consulting Ltd; Kendal; Remote; GBP 50,000; Full time

Job summary

Join a respected and independently owned insurance brokerage in Cumbria, where integrity and long-term client impact are prioritized. As a Commercial Insurance Executive, you'll build and manage a profitable portfolio of cross-class commercial clients. This role offers the freedom to develop your own client acquisition strategy and the opportunity to grow into a leadership position as the business expands. With a supportive team and a focus on genuine relationships, this is a rare chance to advance your commercial insurance career in a rewarding direction.

Benefits

Car Allowance

Bonus on Income Generated

Home-Based Work

Team Building Opportunities

Qualifications

• Proven track record in developing and retaining commercial business.
• Motivated by long-term client relationships and outcomes.

Responsibilities

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

Skills

Commercial Insurance Background

Client-Facing Skills

Business Development

Relationship Management

Practical Regulated Advice

Job description

4 days ago Be among the first 25 applicants

This range is provided by IDEX Consulting Ltd. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

Direct message the job poster from IDEX Consulting Ltd

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.
• 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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Business Development

• Industries

  Insurance

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