Overview
The ideal candidate will deliver sales income targets through effective sales and relationship management techniques. Conducting effective client review meetings with existing and new clients to maximise business opportunities supporting the business strategy.
Responsibilities
* Identification of new prospects, decision makers and tender dates, using own research being proactive to outbound call and run individual national and regional campaigns
* Handling, and potential reorganisation, of new leads and client meetings
* Provide professional support and advice to customers through review ensuring high levels of service making sure clients' needs are met and expectations are exceeded maximising cross sell opportunities at all times
* Ongoing focus on relationship management with existing key clients through client review meetings and other forms of communication
* SMART and effective management of time and resource to maximise opportunity to visit all relevant clients in a cost effective way including mid-term client meetings
* Confident and capable in communicating, managing relationships and building rapport with clients face to face to provide an excellent client experience
* Tenacious, positive and pro-active to new challenges and opportunities
* Motivated, deadline-driven & enthusiastic towards meeting and exceeding targets
* Communicate effectively with other team members whilst working closely and flexibly
* Ability to work in a regulated, compliant and client focused environment
About the opportunity
Lloyd & Whyte, part of Benefact Group, are looking for a Commercial Account Executive to join our team at Naturesave in Totnes. An exciting opportunity to join the growing team at Naturesave, an award winning Insurance Broker with over 30 years' experience in providing ethical and sustainable personal and commercial insurance.
At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that's as rewarding as it is impactful and become part of a growing and developing team where your work protects communities and the environment. Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services.
Our Group is committed to diversity and inclusion. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have donated £250 million since 2014. We welcome applications from everyone.
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, including a 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
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