A Unique Opportunity in the Scottish Insurance Market

This is your chance to inherit a significant book of business worth £400,000 income and position yourself for a senior leadership role within just two years.

If you're an ambitious insurance professional looking for progression, this role offers unparalleled opportunities to thrive.

Why This Role Stands Out:

Established Portfolio: Take over and grow a rural client portfolio valued at £400,000 in income.

Leadership Pathway: A clear route to a senior management position within two years as part of a structured succession plan.

Comprehensive Support: Work alongside a respected regional director, with access to excellent resources and business networks.

Your Role Profile:

Renewals and Client Servicing:

Manage and renew an established book of rural clients, providing tailored, regulated insurance advice.

Deliver high-quality service to maintain and strengthen client relationships.

Business Development:

Build new business pipelines through networking and exhibitions.

Cultivate relationships with key introducers, such as land agents and professional practices.

Market Expertise:

Act as a referral point for rural insurance matters, sharing knowledge and best practices with the team.

Represent the company at trade shows and industry events.

Strategic Growth:

Identify opportunities to enhance the portfolio, increasing both client base and revenue streams.

About the Company:

This leading insurance broking business combines the agility of a boutique operation with the strength and resources of a national brand.

With Chartered status and a collaborative culture, the firm delivers exceptional results and offers access to diverse markets, schemes, and facilities.

Their Scotland team is a close-knit group of talented professionals dedicated to delivering high standards of service.

What We're Looking For:

Experience: Experience in a client-facing insurance role, ideally with rural market expertise.

Community Connections: Existing relationships within the rural sector to build and develop the client base.

Ambition: A driven professional eager to develop into leadership and contribute to the business's long-term strategy.

Commercial Acumen: Strong skills in managing and growing a portfolio, with a focus on both client retention and new business generation.

The Application Process:

A streamlined, two-stage process:

An informal coffee meeting with the Regional Director.

A second-stage business plan presentation.

Why This Opportunity is Rare:

This role offers a combination of a significant client portfolio and a clear pathway to leadership. You'll benefit from thorough client introductions and support from a highly experienced team, ensuring a smooth transition and the chance to make a lasting impact.

To apply, just hit the apply button or alternatively email/call Stuart McKenna if IDEX Consulting if you'd like a little more information beforehand…

And don't worry if your CV isnt up to date, we can sort that for you.

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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.