About Us

We working with a respected and growing insurance brokerage, known for delivering high-quality advice and risk solutions across the commercial, charity, and education sectors. With long-standing client relationships and a collaborative team culture, we are committed to service excellence and technical expertise.

The Opportunity

We're offering a rare opportunity for an experienced Senior Account Executive to take over a well-established £500k income book which will not be under attack comprising primarily corporate, charity, and educational clients. You will manage existing relationships while also being encouraged to develop new business opportunities and shape the future of this portfolio.

What You'll Be Doing

• Take full ownership of a £500k GWP client book, with immediate responsibility for relationship management and renewals
• Deliver tailored insurance solutions across commercial, charity, and education sectors
• Build deep, trust-based relationships with clients, insurers, and partners
• Identify growth and cross-sell opportunities within your portfolio
• Act as a strategic advisor on risk and insurance issues
• Maintain high compliance and service standards

What We're Looking For

• Proven experience as a Commercial Account Executive, ideally with exposure to charity or education clients
• Strong understanding of commercial lines insurance, including property, liability, and professional risks
• Confidence managing a sizeable book of business and presenting to senior stakeholders
• Excellent client relationship and communication skills
• Cert CII/Dip CII (or working towards) preferred
• Self-driven with a consultative and service-led approach

What’s on Offer

• Inheritance of a strong, loyal £500k book of business
• Competitive basic salary + attractive bonus structure
• Hybrid working flexibility
• Clear career progression path
• Supportive leadership and a collaborative team environment
• Continued professional development

Ready to take on a warm, established book and make it your own? Apply today by sending your CV to Alexandra.Callinan@idexconsulting.com or reach out for a confidential conversation at 07341158110

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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.