An established insurance broker is looking to strengthen its Small Business team with an experienced Commercial Account Handler. This is a great prospect for someone who enjoys a fast-paced, high-volume workplace and has experience working with e-trade insurance products. The role is heavily e-trade and system-driven, giving you responsibility for a high volume of Small Business policies while working closely with clients and insurers. The role You’ll be responsible for managing existing Small Business policies, ensuring clients receive a professional and efficient service. You’ll also have the chance to identify cross-selling opportunities and develop your insurance knowledge within a supportive and growing team.

Key responsibilities
Managing existing Small Business insurance policies
Dealing with clients and insurers on a day-to-day basis
Advising clients on existing insurance products
Completing premium finance arrangements
Identifying cross-selling opportunities
Maintaining accurate and compliant records
Ensuring FCA and company procedures are followed
Building strong client relationships
Managing your own workload and meeting deadlines




Taking part in ongoing training and development About you You’ll ideally have:
Previous experience in a commercial insurance broking environment
Experience working with e-trade insurance products
Strong administration skills and excellent attention to detail
Good knowledge of FCA compliance
Strong communication and customer service skills
Excellent organisation and time management
Valuable IT skills
Acturis experience would be advantageous What’s on offer? Perth-based with hybrid working after probation
3 days in the office and 2 days from home.
5% pension
27 days holiday + 9 bank holidays
Birthday off
Bupa cash plan
4x salary death in service
Full training and career development support
Free parking 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.

📌 Small Business Handler Perth
🏢 Idex Consulting
📍 Perth