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 experienceCar allowanceBonus paid on all income generatedHome-based to start , with plans to establish a local officeScope to build a team around you once you're up and runningFreedom to develop your own client acquisition strategy - without micro-managementThe Recruitment Process
We're keeping it simple :
Initial confidential enquiry via IDEX ConsultingCoffee chat with the Regional MD - a chance to explore mutual goalsBusiness planning session at the HQ - shape your role and future