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What you will be doing

  • Manage your own portfolio of insurance business, taking ownership of accounts in collaboration with the sales team
  • Review and assess new insurance business applications and provide our sales team with new scheme quotes and prices for one off insurance cover
  • Use your analytical skills to understand historic trends and claims experiences to set renewal terms
  • Pro- and re-actively monitor and manage your insurance portfolio to ensure it meets our risk appetite and remains profitable
  • Liaise with insurance companies, brokers and other intermediaries as required to maintain strong relationships
  • Provide support to the sales team to ensure we continue to provide award winning service

Who we're looking for

  • You will be extremely comfortable working with and manipulating numbers in Excel, to understand historical trends and future projections
  • You will have proven relevant experience, but not necessarily in an insurance discipline
  • You will have attention to detail and be comfortable assessing information quickly and effectively
  • You will enjoy working as part of a busy team, and relish is swapping from one task to another
  • You will therefore be organised and quick to prioritise your work as needed

Skills & qualifications to be successful

  • Good level of education (minimum of 5 GCSEs or equivalent)
  • A undergraduate degree might be advantageous if you're new to the world of work, but otherwise two or more years relevant experience ideally in an insurance or mathematical setting
  • Good numerical and literacy skills
  • Strong IT skills particularly using Excel
  • Genuine desire to learn and challenge yours

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 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.


Bristol, UK
Full time
Commercial Insurance

Published on 10/11/2021

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