Job description
Not every opportunity in commercial insurance is built the same.
Some will offer you a desk, a book of business, and a set of KPIs to hit while someone three layers above you monitors your renewal ratios on a spreadsheet they'll never fully understand.
This isn't one of those.
This is a seat at the table - at a well-established, independently owned commercial brokerage in Lanarkshire that has just secured investment and is now building intelligently for the next chapter.
That means new systems, a sharper client proposition, a structured approach to growth - and a deliberate decision to bring in the right person to help run it.
So what does this actually look like?
You'll take ownership of a portfolio of director-level managed commercial accounts - SME and mid-market clients that currently sit with the MD. That frees the MD up to focus on strategic growth, while you become the trusted face and relationship holder for clients who expect and deserve proper, professional service.
Alongside that, you'll be active on new business - converting opportunity that the investment work has unlocked, building referral streams, and executing on leads that are already in motion.
This isn't cold-calling into the void. The groundwork has been done.
And over time - at a pace that's right for you both - you'll begin to take on parts of the operational running of the business.
Strategy. Leadership. The bigger picture. The MD is invested in building someone up alongside them, not just filling a vacancy.
Here's what that actually means for your career:
You won't be anonymous here. There's no head office politics, no quarterly earnings call pressure, no regional director breathing down your neck about cross-sell ratios.
This is proper, independent broking - where client relationships are built properly, decisions are made by people who actually understand insurance, and the culture is shaped by the people in the business rather than a corporate handbook written in 2009.
The MD will mentor you directly. You'll have visibility across the whole operation. And if you want to grow into a genuine leadership position - operational, strategic, or both - this business is being deliberately structured to make that possible.
Where you end up here is largely up to you.
What you'll bring:
- Solid grounding as a commercial insurance Account Executive - you're comfortable handling varied SME portfolios and stepping up to mid-market complexity
- The interpersonal skills to build real relationships at director and business owner level
- Genuine new business hunger - not just retention instincts
- Ambition that goes beyond managing a book. You want more, and you're ready to earn it
- Ideally a background or familiarity with Lanarkshire / central Scotland commercial markets, though this isn't a dealbreaker
The package:
Salary to £60,000 depending on experience, plus a competitive benefits package and performance bonus.
Hybrid working - a blend of office time, client-facing work, and home working structured around what makes sense for the opportunity and the business.
This one won't hang around.
The MD is looking for the right fit, and when they find it, that'll be that. If the above sounds like the career move you've been waiting for - or even just one worth a conversation - get in touch.
Stuart McKenna | Business Director | IDEX Consulting ? stuart.mckenna@idexconsulting.com | 07487 706391
All applications handled in the strictest confidence.
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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.
