Senior Account Handler

IDEX Consulting; Cheltenham; On-site; GBP 40,000 - 70,000; Full time

Job summary

IDEX Consulting seeks a driven Commercial Insurance Broker to own end-to-end client relationships for mid-market to corporate clients. Based in Cheltenham, you will handle account management, drive new business opportunities, and work with a Growth Team to support client service and growth.

The ideal candidate has a minimum of five years in commercial insurance, with experience handling £100,000+ premiums and UK master programmes. Cert CII is required; Dip CII or higher preferred.

Qualifications

• Minimum of five years' experience in commercial insurance.
• Experience with mid-corporate to corporate-level clients, typically with premiums of £100,000+.
• Cert CII is required; Dip CII or higher preferred.
• Able to operate with minimal supervision in a fast-paced scale-up environment.
• Role based in Cheltenham with office attendance at least twice per week.

Responsibilities

• End-to-end account handling and ownership of client relationships.
• Business development to generate new opportunities.
• Account management for mid-market to corporate clients.
• Collaborate with Growth Team and maintain regular Cheltenham office presence.

Skills

Commercial insurance experience

Client relationship management

Business development

Independent / minimal supervision

Education

Cert CII

Dip CII or higher

Job description

We have partnered with a fast-growing insurance broker that specialises in insuring high-growth, often venture-capital-backed businesses. The firm operates a model that allows Brokers to focus on technical delivery and client service, supported by a dedicated Growth Team that generates new business opportunities.

The business is now looking to appoint a Broker into its Commercial team. This team manages a broad range of commercial risks outside of it's specialisms, including manufacturing, retail, and warehousing. The role is a broad, end-to-end position that combines account handling, business development, and account management, offering full ownership of the client relationship.

The successful candidate will have a minimum of five years' experience in commercial insurance and will be comfortable working with mid-corporate to corporate-level clients, typically with premiums of £100,000+ and turnovers between £20m and £500m+. Experience with global insurance programmes, particularly placing UK master policies for international risks, is advantageous but not essential, and strong corporate handlers from a UK-only background will also be considered. A minimum qualification of Cert CII is required, with Dip CII or higher preferred.

This opportunity will suit a driven, hands-on individual who is comfortable operating with minimal supervision in a fast-paced, scale-up environment. As the business continues to refine its processes, candidates will need to be adaptable, open-minded, and collaborative in their approach.

The role is based in Cheltenham, with office attendance required at least twice per week, with Tuesdays designated as team days. More frequent office attendance will be expected during the initial onboarding period. .

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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.