Financial Lines Account Handler

IDEX Consulting; City of Edinburgh; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading broking house based in Edinburgh is seeking a professional indemnity insurance specialist to manage placements and renewals for large corporate clients. The role offers a supportive environment with remote work flexibility, coaching, and development opportunities. Ideal candidates will have experience or interest in professional indemnity insurance and strong client management skills.

Qualifications

• Experience in professional indemnity insurance, brokerage, underwriting, or claims.
• Strong client management skills.
• Interest in construction and miscellaneous risks.

Responsibilities

• Manage the placement and renewal of PI-based construction and miscellaneous risks.
• Work with large corporate clients, including FTSE and mid-market companies.
• Provide support to senior executives through coaching and mentoring.

Skills

Client Management

Insurance Knowledge

Job description

Social network you want to login/join with:

col-narrow-left

Client:

IDEX Consulting

Location:

Edinburgh, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

07267abf67da

Job Views:

5

Posted:

19.08.2025

Expiry Date:

03.10.2025

col-wide

Job Description:

No broker wants to be handling unnecessary compliance and navigating through convoluted processes all day.

Isn't it a lot better when you have a smooth, sensible environment where you can crack on with placing and renewing client insurance work?

This large broking house is different from their peers because they actively empower their people.

And that's through a mix of initiatives such as allowing them to work remotely.

Having a framework to operate in freely rather than a forced placement strategy and reducing every bit of process and compliance to focus on insurance work.

Moving here from a national brokerage or insurer will really open your eyes to how brokerages should operate.

Your day-to-day will involve managing the placement and renewal of PI-based construction and miscellaneous risks for large corporate entities.

This includes work across FTSE and mid-market clients requiring a detailed and tailored approach.

You'll support one of the top executives in the UK market in this field, benefiting from coaching, mentoring, and training to rapidly improve your client and technical skills.

Ideally, you'll have a background or interest in professional indemnity insurance from a broker, underwriting, or claims background and be based somewhere in the Central Belt.

Don't worry if you don't have an up-to-date CV; I can assist you with that.