Commercial Insurance Executive

IDEX Consulting; England; Remote; GBP 50,000 - 60,000; Full time

Job summary

Join a well-respected, independently owned insurance brokerage as a Commercial Insurance Executive, where you’ll focus on building client relationships and developing new business in the South Lakes region. This unique role provides the freedom to create your own strategy while being part of a supportive team dedicated to client outcomes.

Benefits

Bonus on all income generated

Freedom to develop client acquisition strategy

Opportunity to build a team

Qualifications

• Commercial insurance background is essential.
• Proven track record in developing and retaining business.
• Motivated by long-term clients and outcomes.

Responsibilities

• Build and retain a profitable portfolio of cross-class clients.
• Develop new commercial business via referrals and leads.
• Deliver trusted, face-to-face advice across various sectors.

Skills

Client-facing broking

Developing business

Relationship management

Practical advice

Job description

Social network you want to login/join with:

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, 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

We're keeping it simple:

• 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