Account Executive
Join to apply for the Account Executive role at Lloyd & Whyte
Salary: Starting from £40,000.00 (depending on experience) plus bonuses
Working hours: 35 hours per week
Duration: Permanent
Location: Swansea
About The Role
Lloyd & Whyte, proudly part of Benefact Group, are looking for talented Account Executives to join our Community Broking division in our Swansea 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 real value through specialist risk management, expert advice, and client‑first service. As we continue to grow, 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.
Why join us?
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes.
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.”
We welcome applications from everyone.
Seniority level: Entry level. Employment type: Full‑time. Job function: Sales and Business Development. Industries: Insurance.
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