Commercial Account Executive

IDEX Consulting; Bristol; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A reputable insurance brokerage in Bristol is seeking a Commercial Account Executive to manage and grow a well-established portfolio of general commercial clients. The ideal candidate will have proven experience in client-facing insurance roles and possess strong technical knowledge of general commercial insurance products. This position offers a competitive salary package, flexible working options, and a supportive team environment.

Benefits

Competitive salary package + performance-based bonus

Flexible working options

Career development support and CII sponsorship

Qualifications

• Proven experience as a Commercial Account Executive or similar client-facing insurance role.
• Strong technical knowledge of general commercial insurance products.
• Exceptional relationship-building and communication skills.

Responsibilities

• Manage and develop an existing portfolio of general commercial clients across a variety of sectors.
• Act as a trusted advisor, ensuring outstanding client service and identifying opportunities to add value.
• Drive retention and growth through relationship management, cross-selling, and referral development.

Skills

Relationship building

Communication

General commercial insurance products knowledge

Client engagement

Education

Cert CII qualified (or working towards)

Job description

Are you a skilled insurance professional ready to take the reins of a well-established book of commercial business? We\'re looking for a confident and proactive Commercial Account Executive to join our team in Bristol, inheriting a warm, loyal portfolio of general commercial clients. This is a rare opportunity to step into a key role with immediate client engagement, backed by the support of a reputable brokerage with strong regional presence and national reach.

What you\'ll be doing:

• Manage and develop an existing portfolio of general commercial clients across a variety of sectors.
• Act as a trusted advisor, ensuring outstanding client service and identifying opportunities to add value.
• Work closely with account handlers, insurers, and the wider team to deliver tailored insurance solutions.
• Drive retention and growth through relationship management, cross-selling, and referral development.
• Attend client meetings, renewals, and reviews, either face-to-face or virtually.

What we\'re looking for:

• Proven experience as a Commercial Account Executive or similar client-facing insurance role.
• Strong technical knowledge of general commercial insurance products.
• Exceptional relationship-building and communication skills.
• Cert CII qualified (or working towards) is desirable.
• Based in or around the Bristol area, with a willingness to travel locally for client meetings.

What you\'ll get in return:

• A well-maintained and profitable book of business ready to hit the ground running.
• Competitive salary package + performance-based bonus.
• Flexible working options (office and remote blend).
• Career development support and CII sponsorship.
• A friendly, professional team environment where your voice is heard.

Ready to make a move? Apply now and take the next step in your insurance career with a company that values expertise, autonomy, and long-term relationships.

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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.