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Insurance portfolio manager

Kendal
beBee Careers
Portfolio manager
Posted: 20h ago
Offer description

Commercial Insurance Executive Role


About the Business

We're a respected and independently owned insurance brokerage with a loyal reputation across Cumbria and the South Lakes.

Our client-first approach offers experienced commercial brokers the space to grow and succeed without corporate constraints.

As a key part of our region's economic growth, you'll have support, investment, and trust behind you.


About the Role

* You'll focus on building and retaining a profitable portfolio of cross-class commercial clients across a vibrant and growing region.
* Your remit will include developing new commercial insurance business, working closely with various sectors experiencing growth from infrastructure investment and regional development.
* You'll deliver trusted, face-to-face advice across commercial combined, property, liability, motor fleet, and more.
* Retaining and growing a loyal book of clients through proactive relationship management and advice-led service is essential.
* Working with a capable support team handling renewals, administration, claims, and placement is crucial.
* You'll act as a local insurance lead with opportunities to grow into a leadership role and build a team as the business expands.


About You

* You'll need a commercial insurance background, ideally in a client-facing broking or account executive role.
* A proven track record of developing and retaining commercial business is essential.
* You should be skilled in giving practical, regulated advice to SME and mid-market clients.
* Motivation by autonomy, client outcomes, and long-term relationships is vital.
* You should be based in or near the South Lakes/Cumbria area and keen to become a key local figure in commercial insurance.


What You'll Get

* An attractive base salary depending on experience
* Car allowance
* Bonus paid on all income generated
* Home-based to start, with plans to establish a local office
* Scope to build a team around you once you're up and running
* Freedom to develop your own client acquisition strategy — without micro-management

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