Client Executive - Insurance

What we do

We are a leading insurance brokerage firm with a strong presence in the North of England. Our team is dedicated to providing exceptional service and tailored insurance solutions to businesses of all sizes. We pride ourselves on our deep industry knowledge and our commitment to building long-term relationships with our clients. As part of the Worldwide Broker Network (WBN), we handle approximately 30% of our insurance business through this channel, connecting businesses with local brokers globally.

The Team
You will be joining a high-performing team of six in the North region, recognised as the top-performing region within the company. The team is a mix of experienced professionals and rising stars, each with their own strengths and areas of expertise. We foster a collaborative and supportive environment where everyone has the opportunity to learn and grow. Our commitment to development is evident in our Sales Academy program, designed to nurture talent and provide ongoing training for all levels of experience.

What do we look for

• Hunter Mentality: A driven and results-oriented individual with a proven track record of generating new business.
• Relationship Builder: Someone who can establish and cultivate strong relationships with clients and colleagues alike.
• Industry Knowledge: A solid understanding of the insurance industry, with a focus on commercial insurance.
• Adaptability: The ability to manage a diverse portfolio of clients and switch seamlessly between farming and hunting activities.
• Team Player: A collaborative and supportive team member who is willing to go the extra mile.

Our offer to you

• Competitive Salary: £55,000 - £60,000 per annum plus a competitive benefits package.
• Bonus Potential: Opportunity to earn an additional bonus based on individual and team performance. Last year, the team achieved an 11.2% growth rate, resulting in an additional 2.5% bonus for all team members.
• Growth Opportunities: We are committed to developing our employees and providing clear pathways for career progression. As a Client Executive, you will have the opportunity to move into a Client Director role upon successful completion of our Sales Academy program and consistent achievement of targets.
• Dynamic Culture: You will be joining a high-performing and supportive team with a strong track record of success.
• Impactful Work: You will play a key role in the growth of the business by developing new business and managing a portfolio of existing clients.

Job requirements

• Proven experience: Experience as a Client Executive or similar role within the insurance industry.
• Strong network: Existing relationships within the Yorkshire market are highly desirable but north west as a whole
• Business Development: A proven track record of generating new business and exceeding targets.
• Portfolio Management: Experience in managing a portfolio of clients and providing excellent client service.
• Communication Skills: Excellent communication and interpersonal skills, both written and verbal.
• Industry Knowledge: A strong understanding of commercial insurance products and services.
• Target Driven: Ability to work independently and as part of a team to achieve ambitious targets.
• Flexibility: Willingness to travel 2 days in the office (Manchester)

For more information please apply to Ian at IDEX

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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.