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? South Lakes & Cumbria | Home-Based to Start | Up to £50,000 + Car Allowance + Bonus
Join one of Cumbria’s most respected and independently owned insurance brokerages — where trusted relationships and genuine advice matter more than chasing margin.
This is a rare opportunity to take your commercial insurance career in a more rewarding direction — where you’re empowered to work with integrity, autonomy, and long-term client impact at the heart of your role.
? About the Business
Independently owned and proudly local, this broking house has earned a loyal reputation across Cumbria and the South Lakes.
Known for its client-first approach, it offers experienced commercial brokers the space to grow and succeed without the red tape or corporate grind. Here, you’ll be a key part of the region’s ongoing economic growth — with support, investment, and trust behind you.
? About the Role
As a Commercial Insurance Executive, 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 across the South Lakes via referrals, warm leads, and your own strategy.
* Working closely with a range of sectors experiencing growth from infrastructure investment and regional development.
* Delivering 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.
* Working with a highly capable support team handling renewals, administration, claims, and placement.
* Acting as a local insurance lead with the opportunity 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.
* Proven track record of developing and retaining commercial business.
* Skilled in giving practical, regulated advice to SME and mid-market clients.
* Motivated by autonomy, client outcomes, and long-term relationships — not just short-term profit.
* Based in or near the South Lakes/Cumbria area and keen to become a key local figure in commercial insurance.
? What You’ll Get
* Up to £50,000 base salary depending on experience
* 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
? The Recruitment Process
* Initial confidential enquiry via IDEX Consulting
* Coffee chat with the Regional MD — a chance to explore mutual goals
* Business planning session at the HQ — shape your role and future
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