Overview
Join to apply for the Account Executive role at Lloyd & Whyte.
5 days ago Be among the first 25 applicants
Salary: Starting from £40,000.00 (depending on experience) plus bonuses
Working hours: 35 hours per week
Duration: Permanent
Location: St Clears
About The Role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for talented Account Executives to join our Community Broking division in their St Clears office. Since 2021, we’ve grown rapidly through the acquisition of independent brokers across the South West and South Wales, strengthening our local presence and commitment to personal, community based insurance. We’re bringing insurance back to its roots, adding value through specialist risk management, expert advice, and client-first service. As we continue to grow across the above regions, we’re seeking commercially minded professionals who are passionate about delivering outstanding service and driving meaningful impact in the insurance sector. As an Account Executive, you’ll lead client relationships, meet sales and renewal targets, and unlock new business opportunities through strategic reviews and expert advice—all in support of our wider growth strategy.
What You’ll Be Doing
* Drive Sales & Growth – Achieve individual and team targets through proactive prospecting, outbound campaigns, and strategic client engagement.
* Client Relationship Management – Build and maintain strong relationships via review meetings, mid-term visits, and tailored advice to exceed client expectations and maximise cross-sell opportunities.
* Operational Excellence – Manage leads, meetings, and income generation through effective diary systems, activity tracking, and SMART time/resource planning.
* Collaborative & Professional Representation – Partner with colleagues to maximise commercial opportunities and represent Lloyd & Whyte professionally at external events and industry forums.
What You’ll Need To Have
* Expert knowledge of and proven experience within the UK Commercial Insurance Industry, specifically within a new business focused role
* Commercial acumen with a track record of delivering profitable growth.
* Cert CII qualification (or qualified by experience)
What Makes You Stand Out
* Diploma in Insurance (or willing to work towards)
* Knowledge/understanding of our specialist lines (legal indemnities/farming etc)
What We Offer
* 28 days annual leave plus bank holidays
* Your birthday off
* Group Personal Pension
* Bonus scheme
* A holiday buy scheme
* Health and wellbeing benefits, company cash plan, income protection and life assurance
* Enhanced sick pay and parental leave
* Support and funding toward study and professional qualifications
* Paid time off for volunteering
Hear from the Hiring Manager
"Having experienced significant growth across the South West and South Wales regions since our formation in 2021, Lloyd & Whyte Community Broking is now looking to further accelerate business development by welcoming skilled Account Executives to our expanding team in both areas. This is an exciting time to join us, as we continue to build momentum. So if you’re a commercially minded professional, eager to advance your insurance career, we’d be delighted to hear from you."
Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms include niche scheme insurance for Healthcare professionals, professional broker-to-broker insurance services, and a wide range of personal insurance services for homeowners. The Lloyd & Whyte Group is split into five client divisions with multiple companies and brands. Benefact Group is a unique international financial services Group owned by a charity. We are committed to creating an inclusive culture and welcoming applications from everyone.
If you need any additional support during the recruitment process, please let us know.
Company and Compliance
The Benefact Group is committed to inclusion and diversity and aims to create an environment where everyone feels valued and respected. We welcome applications from all qualified candidates.
For reference: Directory of Social Change’s UK Guides to Company Giving 2017-26.
Seniority level
* Entry level
Employment type
* Full-time
Job function
* Sales and Business Development
* Industries: Insurance
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