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Sales Director

Job description

Are you ready to take your career in insurance to the next level?
Do you have what it takes to lead a dynamic team of Account Executives to success?

Here at IDEX we are seeking a talented Sales Director to lead and develop our team of Account Executives.
If you have a passion for insurance, exceptional leadership skills, and a track record of exceeding service level agreements, we want to hear from you!


Lead and Develop the Team of Account Executives:

  • Provide visionary leadership, fostering a cohesive and dedicated community within our team of Account Executives.
  • Develop and execute comprehensive training programs to enhance the insurance expertise and service skills of team members.

Ensure the Account Executives Hit Their Service SLAs:

  • Establish and maintain clear service level agreements (SLAs) and performance targets for the team.
  • Diligently monitor and assess team performance against SLAs, implementing corrective actions when necessary.
  • Continually refine and optimise processes to improve the efficiency of insurance service delivery.

Be the Referral Point for the Team:

  • Act as the primary point of contact for complex client inquiries, escalated insurance matters, and other insurance-related issues.
  • Offer guidance and support to Account Executives in resolving intricate insurance issues.
  • Cultivate strong client relationships, fostering trust and loyalty.

Conduct Weekly Catch-Up Meetings with the Account Executives:

  • Schedule and lead regular one-on-one and team meetings to review performance, address concerns, and provide constructive feedback.
  • Utilise these meetings to establish objectives, monitor progress, and ensure alignment with our insurance brokerage's goals.

Hold Monthly Performance Reviews:

  • Administer comprehensive monthly performance evaluations for each team member.
  • Deliver valuable feedback and coaching to enhance individual and team performance.
  • Acknowledge and reward exceptional accomplishments.

Hold Quarterly Strategic Planning Meetings:

  • Collaborate with the management board to develop and execute quarterly strategic plans for the Client Service department, tailored to the insurance broking sector.
  • Identify opportunities for process enhancements, team development, and client satisfaction improvement.
  • Closely monitor and report on the advancement of strategic initiatives.

Manage a Small Book of Business:

  • Look after a small portfolio of key clients.
  • Manage the client relationship throughout the renewal period and policy year.
  • Grow existing accounts where possible.


  • Experience in the insurance sector.
  • Preferable to have experience in a leadership role within the insurance sector.
  • Cert CII (Chartered Insurance Institute) qualification.
  • Preferably a clear plan and commitment to working towards the DIP (Diploma) or ACII (Advanced Diploma) qualification.
  • Proven track record of achieving and surpassing insurance service level agreements.
  • Outstanding communication and interpersonal skills.
  • Strong analytical abilities and conflict-resolution skills.
  • Ideally proficiency in Acturis and HubSpot.
  • Strategic mindset and the capability to drive insurance process improvements.
  • Exceptional organisational and time-management skills.

If you're ready to join a forward-thinking insurance brokerage and lead a team of dedicated professionals then get in touch!

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.