COSTERO WORKING IN PARTNERSHIP WITH IDEX

An exciting opportunity has arisen for a Client Adviser (Corporate) to join a dynamic and professional team. The successful candidate will play a key role in supporting Client Executives while delivering exceptional service to a portfolio of corporate clients. This position is ideal for someone with a strong understanding of commercial insurance and a passion for delivering outstanding client outcomes through collaboration, technical expertise, and proactive relationship management. Key Responsibilities Support Client Executives in the day-to-day servicing of corporate client accounts. Respond to client queries and apply insurance principles, policy terms, and coverage knowledge. Understand and contribute to underwriting, claims, and broking processes. Act as a key point of contact with insurers, including managing negotiations. Maintain accurate client records and manage invoicing and data through internal systems. Collaborate with internal teams to deliver an end-to-end broking service. Identify additional opportunities for cross-selling and refer them appropriately. Operate in accordance with internal policies, business standards, and FCA compliance requirements. Continuously develop skills and maintain CPD, demonstrating a commitment to professional growth. Qualifications: Cert CII (or working towards). Experience and Skills: Strong technical knowledge of commercial insurance. Excellent communication, administrative, and decision-making skills. Effective at organising workload, managing time, and prioritising tasks. Confident user of Microsoft Office; experience with Acturis is advantageous. Solid understanding of broking processes and regulatory compliance. Comfortable raising concerns and escalating appropriately when needed. Works collaboratively and contributes to a culture of inclusion. Considers broader business contexts and demonstrates professional integrity. Helps empower stakeholders with accurate information and guidance. What's on Offer A supportive, people-first working environment Ongoing learning and development opportunities Competitive salary and comprehensive benefits package Hybrid or flexible working options where possible A chance to make a real difference in client outcomes and be part of a forward-thinking team Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

A leading insurance brokerage is seeking a Client Adviser to join its expanding SME team. The successful candidate will be responsible for delivering a first-class, end-to-end service to SME clients, ensuring each interaction is handled with professionalism, efficiency, and attention to detail. Key Responsibilities Provide a high-quality, proactive service to existing and prospective SME clients. Manage the full broking process including new business, renewals, and mid-term adjustments. Build strong working relationships with internal teams, including Claims and Broking, to ensure seamless service delivery. Negotiate with insurers to achieve the best possible outcomes for clients. Ensure compliance with all operational standards, policies, and regulatory requirements. Maintain accurate client records and manage invoicing using internal systems. Identify cross-selling opportunities and refer leads to the appropriate internal teams. Commit to personal development and maintain relevant Continuing Professional Development (CPD). Qualifications: Cert CII qualified or working towards. Experience: Strong technical knowledge of commercial insurance. Proven experience delivering exceptional service in a client-facing role. Skills: Excellent organisational and time management skills. Strong communication and administrative capabilities. Confident in using Microsoft Office, Outlook, and insurance software (experience with Acturis is an advantage). Good understanding of broking processes and FCA compliance standards. What's on Offer A supportive and collaborative working environment Clear opportunities for professional development and career progression Competitive salary with a comprehensive benefits package Hybrid or flexible working arrangements (where applicable) Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

"Executive level position, which includes an LTIP to help an already established marine insurance business reach it's £5mil growth target. Operating within the commercial marine space (H&M, P&I and Liability), this is a firm with untapped potential, with plenty of low hanging fruit to pick up globally of the back of their other specialist lines. Already trading globally, this business are looking to go up a gear and inject capital into the growth of their marine division. You will be instrumental in driving growth, executing strategy, opening new markets/territories, as well as recruiting high calibre Marine Producers Brokers. You'll either be doing this currently and are ready for a change, or are at the cusp of leadership, are a proven marine producer / marine broker and would like to take a lead role. You'll be based within a commuting distance to London, and there will be natural expectation to travel internationally to meet existing and new wholesale brokers and MGUs. We are forecasting this role to pay up to around the £150k mark plus strong bonus potential and of course long term incentive plans, but this can be stretched depending on your background and track record." Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

An Account Executive opportunity to make a real difference within an outstanding Independent Broker in the South East, who are looking to build a team in the Reading, Berkshire region. Just think, a £100k income book to inherit, mid-sized commercial business, opportunity to get involved dealing with clients in mid-corporate space, all whilst working for a business who won't micro-manage you to hit over-inflated sales targets. You'll be advice led and consultative in your approach, this is how you and this Independent Insurance Broker win clients. "I was able to feel part of the team immediately, since joining I've felt more of a visible member of the team and it's been a nice change from feeling like a small cog, in a large machine" feedback shared from an Account Executive who recently joined the business It's time for you to make a real difference. A Broker and environment where you can make an impact, no restrictions or politics internally. You'll honestly, be proud to represent this Broker. As a Commercial / Corporate Account Executive in the South East, you crave more autonomy, a voice in the business and opportunity to make things happen. You haven't got time to wait for your Manager to get sign off from their boss, and then further sign off from the CEO just to make a simple decision. If you can relate to the above, we have an exceptional opportunity to inherit a £200k income account to join the perfect sized Corporate Insurance Broker in London, a top 15 Independent Brokerage in the UK with a particular International flair. Having recently gone through an exciting re-brand, this is genuinely a very good time to be part of the business. Reporting out of their offices in central London, but work from home in Essex in a hybrid passion, you'll have the opportunity to service good sized, corporate clients, the sort of sizes the national Brokers handle but you'll be part of a smaller, more collaborative business You'll spend 60% of your time with existing clients, adding value, providing a consultative service and 40% of your time driving organic growth, building your pipeline and using the resources around you to grow your account to £350k+ in 5 years time. Salary package up to £65,000 + a £5,000 car allowance plus a lucrative un-capped bonus on offer to incentive performance (realistically anything between 10% - 22.5% of your annual salary based on personal performance) Seems to be too good to be true, but there's no hidden catches! This company's sweet spot client's pay £10k - £50k in commission/income for their Insurance programmes. We are talking large, lucrative clients within the following sectors… Hospitality (Well-known chains), Technology, Manufacturing, Property Owners, Aerospace & Food & Drink amongst many others. Even more impressively is their quote to conversation rate which is 82%. Many of their Senior Account Directors are at full capacity (Controlling £400k+ books) therefore the business will create a ready-made book to start you on your journey. This firm are 100% not a 'hire and fire' business, as long as you show good will & dedication in your first year it doesn't really matter if you do not wash your face year 1. Targets generally kick in year 2 when you are able to prospect and win back old clients. Whilst you wait for this to kick in, you'll receive various leads & clients that will be passed down to you from the multinational division. You won't be left to your own devices, you'll be fully supported by an exceptional broking team, claims services and admin division. This Account Executive position isn't available to replace someone, this is a unique opportunity to join a business who very rarely recruit due to low staff turnover. We are looking to talk to Account Executive's based in all areas of Berkshire, in particular those who take pride in the advice they provide their clients. Being price competitive is important, but we are really looking for someone who can back themselves in front of a client and able to present the best solution. This opportunity won't be around for long, if open to talking to find out a little more please apply or enquire. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

Experienced Account Handler looking for a step up in responsibility and be paid a very, very good salary? This role is quite timely given the recent inflation You'll rate your technical knowledge at least 9 out of 10, you'll be well rounded and have dealt with mid corporate to corporate sized clients. You have the knowledge and respect in the office to be to go to person for queries / technical advice. This role would suit a Senior Handler or 'Account Management' focussed Account Executive. A highly successful Independent Broker in Nottinghamshire have a brand new opportunity to join the business due to an impending retirement. You'll look after a lovely suite of loyal clients who pay anything from £20k - £300k GWP for their insurance programmes. This will also give you the opportunity to meet clients face to face, both on your own and alongside the Directors! On offer is a salary of up to £50,000 with opportunity to progress into a leadership role in the very near future. The MD commented "we are a successful business and we love to reward our team with regular pay reviews and incentives, this is a highly important role to fill in our business and we are looking to find someone for the long term!" Not only is the senior management team generous by nature, they like to offer regular pay increases up to 10% per year. On-site parking, benefits package and flat management structure meaning you'll have a voice and autonomy within your role You'll be a well-rounded, commercially aware Account Handler with strong technical ability and enjoy helping/supporting other in the team. If intrigued, please reach out for more information or apply with a CV. No problem if you don't have a CV at this stage? Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

This is an excellent route for you to develop your existing claims skills into a more strategic leadership capacity. This insurance team in Edinburgh has been providing risk and insurance advice to commercial clients for over 30 years, building a reputation as a client-led, ethical bunch of professionals. Core to their approach is having a robust, in-house claims team who manage all aspects of day-to-day claims for the client portfolio. So that's handling commercial, property and some bespoke HNW cases for clients requiring liaison with external parties, claims analysis and settlement negotiations. The team is set to change in the not-too-distant future with the current Head of Claims planning a retirement hence the opening of this Senior Claims Handler position. The plan here is for you to join as the number 2 in claims, managing the caseload and working with the current Head of Claims for more strategic and managerial work. Over the initial 18 months in the role, you'll be getting prepped in all aspects of running the full claims function and will take over the reins following the planned retirement. It's a brilliant opportunity for you to get hands on close mentoring, training and support to guide you from senior to leadership level. You'll need a background in commercial claims for this one from either an adjusting, broker or insurer background and have the drive to really progress. This position is Edinburgh based with hybrid working available requiring just 2 or 3 days in the office per week. Salary is up to £43,000 depending on your level of experience and technical skill in claims. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

Account Executive (Corporate Insurance) Glasgow/Edinburgh To £60,000 base plus car allowance and bonus 'No targets for new business' 'No pressure to find new clients' 'Exclusively working with corporate level clients' This insurance brokerage has one of the very best support teams in the market, meaning here, you are 100% focussing on quality service to existing clients. Here you'll be allocated an existing portfolio of larger size cases, usually in the £15,000 - £40,000 income bracket. A total book of around £400,000 income. Your book will have around 10-15 clients, all mixed across a range of sectors but crucially, these guys can tailor the composition of the clientele to match any areas of interest or specialism you may have. So, you'll be working out of the main Glasgow hub, tasked with taking ownership of these clients under the guidance and mentorship of the leadership team. Once up and running, you'll be supported by a brilliant technical team for all your broking work, leaving you to really focus on the client management side. And you won't be working to any strict new business targets here. Any growth of your book will come naturally through leads generated via a central team plus from the suite of additional services this large business offers. If you enjoy handling larger clientele but prefer to work much more in a servicing role rather than out at the sharp end hammering the new business, then you'll be well suited here. You'll need a background in a client facing capacity within commercial or corporate broking for this one. Oh, and don't worry if your CV need a bit of TLC, I can help you with that. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.

Account Executive (Corporate Insurance) Glasgow/Edinburgh To £60,000 base plus car allowance and bonus 'No targets for new business' 'No pressure to find new clients' 'Exclusively working with corporate level clients' This insurance brokerage has one of the very best support teams in the market, meaning here, you are 100% focussing on quality service to existing clients. Here you'll be allocated an existing portfolio of larger size cases, usually in the £15,000 - £40,000 income bracket. A total book of around £400,000 income. Your book will have around 10-15 clients, all mixed across a range of sectors but crucially, these guys can tailor the composition of the clientele to match any areas of interest or specialism you may have. So, you'll be working out of the main Glasgow hub, tasked with taking ownership of these clients under the guidance and mentorship of the leadership team. Once up and running, you'll be supported by a brilliant technical team for all your broking work, leaving you to really focus on the client management side. And you won't be working to any strict new business targets here. Any growth of your book will come naturally through leads generated via a central team plus from the suite of additional services this large business offers. If you enjoy handling larger clientele but prefer to work much more in a servicing role rather than out at the sharp end hammering the new business, then you'll be well suited here. You'll need a background in a client facing capacity within commercial or corporate broking for this one. Oh, and don't worry if your CV need a bit of TLC, I can help you with that. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. 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.