Succession Account Executive

IDEX Consulting; England; On-site; GBP 40,000 - 60,000; Full time

Job summary

A specialist brokerage is seeking a dedicated professional to inherit and grow a significant client portfolio through a structured succession plan. This role offers the chance to work closely with a renowned Client Director, becoming a trusted presence within the team. Ideal candidates are confident individuals looking for genuine career progression with a focus on maintaining long-term client relationships.

Qualifications

• Must have confidence to face clients directly.
• Must appear credible in diverse environments.
• Ambitious but open to coaching.

Responsibilities

• Shadow a top-performing director to learn client retention.
• Gradually take ownership of an established client portfolio.
• Be a reliable presence in the office to build trust.

Skills

Client management

Confidence in client interactions

Adaptability for coaching

Job description

Job description

Lots of roles talk about "long-term opportunity."

This one actually is one.

You'll be stepping into a planned succession pathway to take over a £k book of long-established commercial clients from a senior Client Director with a track record that people in this industry quietly admire (and sometimes loudly fear).

He's meticulous.

He communicates properly.

He believes service means showing up - in person - not just firing off a carefully-worded email and hoping for the best.

If you prefer brokers who move fast, cut corners and live on Teams calls, this won't be the career move for you.

What you'll be doing

• Shadowing a top-performing director and absorbing how he's kept clients loyal for years.
• Gradually taking ownership of a well-established portfolio
• Being a visible, reliable presence in the office once or twice a week so internal teams know you, trust you and support you.
• Growing the book through referrals, cross-sells and upsells - not cold calling or volume-driven nonsense.

Who this is actually for

• Someone with enough confidence to face clients who don't have time for fluff.
• Someone who looks credible walking into a boardroom and a muddy site cabin.
• An existing Account Exec wanting a proper career step or a strong broker ready for a field-facing role.
• Someone ambitious but willing to be coached. You'll be shaped, challenged and pushed - in a good way.

What you're really getting

• A rare succession plan where you inherit, rather than build, a significant client book.
• Direct development from someone who's mastered the art of long-term client retention.
• A role within a specialist brokerage known for deep expertise, strong market relationships and a culture where people take pride in doing things properly.

Many Account Executive jobs promise progression.

This one practically guarantees it - provided you're the kind of person who listens, learns and delivers.

If that sounds like you, we should talk.