Financial Lines Account Handler

Sales & Marketing
Midlothian
November 10, 2025
Permanent
Urgent

Job Description

Overview

No broker wants to be handling unnecessary compliance and navigating through convoluted processes all day. This large broking house empowers its people by enabling remote work and reducing process and compliance to focus on insurance work. Moving here from a national brokerage or insurer will open your eyes to how brokerages should operate.

Your day-to-day here will involve managing the placement and renewal of PI-based construction and miscellaneous risks for large corporate entities. This role covers clients across FTSE 100 and 250 down to the larger mid-market clientele requiring a more detailed and tailored approach. You will work in support to one of the top Executives in the UK market in this field, benefitting from ongoing coaching, mentoring, and training to rapidly improve client and technical skills.

Ideally, you’ll have a background or interest in professional indemnity insurance from either a broker, underwriting, or claims background and be based somewhere across the Central Belt.

And don’t worry if you don’t have an up-to-date CV; I can help you with that.

Responsibilities

  • Manage the placement and renewal of PI-based construction and miscellaneous risks for large corporate entities.
  • Support the team and top executives in delivering tailored insurance solutions across a wide client base (FTSE 100, FTSE 250 and mid-market).
  • Engage in coaching, mentoring, and training to enhance client facing and technical skills.

Qualifications

  • Background or interest in professional indemnity insurance from broker, underwriting, or claims roles.
  • Location: Central Belt ( Scotland/Central Scotland) or willing to work within that region.

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.

Visit the IDEX Consulting Ltd website for further opportunities. The information supplied may be retained for up to 10 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.

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