Corporate Account Executive

IDEX Consulting Ltd.; Poole; On-site; GBP 45,000 - 65,000; Full time

Job summary

IDEX Consulting Ltd. seeks an experienced Corporate Account Executive to manage a substantial portfolio of corporate clients within our insurance brokerage.

You will deliver strategic insurance advice, handle complex renewals, and work with internal teams to provide tailored risk solutions. You will build relationships with senior decision-makers, expand the portfolio, and ensure proactive service and regulatory compliance.

Qualifications

• Experience managing corporate or large commercial insurance accounts.
• Strong understanding of corporate renewals and risk management.
• Proven ability to build senior-stakeholder relationships.

Responsibilities

• Portfolio ownership of corporate clients and renewal management.
• Develop senior stakeholder relationships and advise on insurance programs.
• Coordinate with broking, claims, risk and specialist teams.
• Secure appropriate cover and negotiate terms.
• Deliver proactive, tailored service reflecting client risk.
• Collaborate across teams to grow the portfolio.
• Ensure compliance with regulatory standards.
• Identify opportunities to expand client relationships.
• Maintain high client satisfaction and retention.

Skills

Portfolio management

Client relationship management

Negotiation

Service delivery

Education

Cert CII

Dip CII

Job description

Are you an experienced Corporate Account Executive looking for the opportunity to manage a substantial portfolio of complex commercial clients within a growing insurance brokerage? We are looking for a commercially minded and client-focused Corporate Account Executive to take ownership of a significant and diverse portfolio of corporate clients, providing strategic insurance advice, delivering exceptional service, and building long-term relationships with key decision-makers. This is an opportunity for an established insurance professional who enjoys working with larger, more complex risks and is confident managing sophisticated client relationships. You will take responsibility for the ongoing management and development of your portfolio, ensuring clients receive a proactive, tailored service that reflects their individual risk profiles and business needs.

The Role

You will take the lead on a large and varied corporate portfolio, acting as a trusted adviser to clients while working closely with internal broking, claims, risk management and specialist teams to deliver comprehensive insurance solutions. Key responsibilities will include:

• Portfolio Management: Taking ownership of a substantial portfolio of corporate clients, ensuring their insurance programmes are managed effectively and efficiently.
• Client Relationships: Building and maintaining strong relationships with senior stakeholders, business owners and key decision-makers.
• Complex Renewals: Managing the full renewal process for complex commercial insurance programmes, ensuring thorough preparation, effective negotiations and positive client outcomes.
• Insurance Placement: Working closely with internal broking teams and insurers to secure appropriate cover, competitive terms and comprehensive protection for clients.
• Risk Advice: Developing a detailed understanding of clients' businesses, exposures and risk management requirements to provide informed, tailored advice.
• Client Retention: Maintaining high levels of client satisfaction and retention through proactive communication, strong service delivery and effective relationship management.
• Cross-Team Collaboration: Working with specialist colleagues across the business to deliver a joined-up service and identify opportunities to enhance client relationships.
• Commercial Awareness: Identifying opportunities to develop existing accounts, broaden client relationships and contribute to the continued growth of the portfolio.
• Compliance and Governance: Ensuring all client activity, documentation and advice meet relevant regulatory requirements and internal standards.

About You

We are looking for an experienced Corporate Account Executive who is comfortable operating in a complex commercial insurance environment and can demonstrate the confidence, technical knowledge and relationship management skills required to manage a substantial portfolio. You will ideally bring:

• Proven experience managing corporate or large commercial insurance accounts within a broker environment.
• A strong understanding of commercial insurance products, complex risks and the corporate renewal process.
• Experience managing demanding client relationships and engaging confidently with senior stakeholders.
• The ability to manage competing priorities across a busy portfolio while maintaining excellent attention to detail.
• Strong communication, negotiation and influencing skills.
• A proactive, commercially aware approach, with a focus on client retention and relationship development.
• The ability to work collaboratively with internal teams, insurers and external partners.
• A commitment to delivering outstanding client service and building long-term partnerships.

Professional qualifications such as Cert CII or Dip CII would be advantageous, although relevant experience and technical capability will also be considered.

Why Consider This Opportunity?

• You will be joining an established insurance business with the infrastructure, expertise and specialist support to help you deliver for a sophisticated corporate client base.
• The role offers the opportunity to take ownership of a significant portfolio, develop influential client relationships and work alongside experienced insurance professionals across a broad range of specialisms.
• For the right candidate, this is an opportunity to make a genuine impact, bringing your expertise to a complex portfolio while continuing to develop your career within the corporate insurance market.

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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.