Commercial Account Handler

IDEX Consulting; Scotland; On-site; GBP 30,000 - 41,000; Full time

Job summary

A leading independent insurance brokerage in Lanarkshire seeks a talented Commercial Insurance Broker to manage SME and mid-market clients. This role offers a genuine career development path with a people-first culture, focusing on employee growth and satisfaction. You will enjoy a flexible work environment with a competitive salary and excellent perks.

Benefits

Private medical insurance

Enhanced pension

Flexible, friendly culture

Qualifications

• Experienced commercial insurance broker.
• Strong across key lines of cover.
• Thrives in supportive, independent environments.

Responsibilities

• Handle a portfolio of SME and mid-market commercial clients.
• Manage renewals, MTAs, and placements.
• Support executives with new business pitches.

Skills

Client Relationship Management

Commercial Insurance Knowledge

Tools

Acturis

Job description

Are you looking for something different from the usual corporate brokerage model?
If you value independence, a people-first culture, and genuine progression opportunities, this Lanarkshire-based insurance brokerage could be the ideal next step in your career.

Why This Role Stands Out
This is not your typical brokerage. It's a well-respected, independent firm known for exceptional client service, low staff turnover, and smart, sustainable growth. Despite their size, they punch above their weight - managing a blend of local SME clients and larger, more complex mid-market risks.
The leadership team are true practitioners - accessible, collaborative, and invested in developing their people. You'll be part of a tight-knit team where your voice is heard and your ambition supported.

The Role
As a Commercial Insurance Broker, you will:

• Handle a portfolio of SME and mid-market commercial clients across sectors including tech, renewables, engineering, manufacturing, financial services, and charities.
• Manage renewals, MTAs and placement using Acturis (experience with this system is a plus, not a must).
• Support Executives with new business pitches and project work.
• Enjoy a varied workload across all main commercial insurance lines.
• Have the opportunity to progress into Executive roles or management as part of the firm's succession plans.

About the Business

• Experiencing 20% year-on-year growth
• Boasts one of the lowest attrition rates in the Scottish market
• Built on a people-first culture with a leadership team that backs personal and professional growth

Career Development

Progression here is real, not promised and forgotten. Over 50% of staff have been promoted in the last three years - some from Broker to Senior Manager in under five.
You'll have access to:

• Tailored mentoring and technical support
• Routes into Exec, Management, Risk, or Underwriting
• Ongoing professional development in a collaborative setting

Who You Are

• An experienced commercial insurance broker
• Strong across key lines of cover and able to manage client relationships confidently
• Someone who thrives in a supportive, independent environment with less red tape and more flexibility
• Based in Lanarkshire or nearby

What's in It for You

• Up to £41,000 salary
• Private medical insurance
• Enhanced pension
• Flexible, friendly, and growth-driven culture
• A platform for genuine long-term career development

Next Steps
The process is simple:

1. Informal intro call with IDEX to explore your background and the opportunity
2. Two short, relaxed interviews at the brokerage (we'll support you throughout)
3. Need CV help? We'll sort it

If you're ready to join a progressive, independent brokerage that invests in its people, get in touch:
Stuart McKenna - 07487 706391
[e-mail]

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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.