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Account Executive - book to inherit

Job description

We're recruiting for a Commercial Account Executive to join a well-established independent insurance broker based in South Birmingham.

This role offers the best of both worlds:
you'll inherit a well-established book of clients worth approximately £150k income, while also being encouraged and supported to grow the book through new business and organic development without starting from scratch.

The Role

  • Managing and servicing an existing commercial book (£150k income)

  • Building long-term relationships through regular client reviews and proactive service

  • Developing the portfolio via new business, referrals and cross-selling opportunities

  • Acting as a trusted advisor to clients, tailoring insurance solutions to their needs

  • Working closely with Account Handlers and insurer partners

What We're Looking For

  • Experience as a Commercial Account Executive / Client Manager within insurance broking

  • Strong client relationship and business development skills

  • Solid commercial insurance technical knowledge

  • Confidence managing both existing clients and new opportunities

  • ACII (or working towards) preferred but not essential

What's on Offer

  • Inherited book of £150k income

  • Clear opportunity to grow and increase earnings

  • Competitive salary and benefits

  • Supportive brokerage with strong internal backing

  • Long-term career progression


This is an ideal role for an Account Executive who enjoys developing relationships and growing a portfolio, without the pressure of building a book from zero.

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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.