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Commercial Insurance Executive

Commercial Insurance Executive

IDEX ConsultingCumbria
30+ days ago
Job type
  • Full-time
Job description

Job description

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
  • Car allowance
  • 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
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    Commercial Executive • Cumbria