Salary:
Up to £43,000.00 (depending on experience) plus bonus potential
Working hours:
35
Duration:
Permanent
Location:
Totnes
About The Role
Lloyd & Whyte, proudly part of Benefact Group, is seeking talented Account Executives to join our Community Broking team at our Totnes office.
This role involves supporting the Community Broking Team(s) to meet sales and renewal income targets through effective sales and relationship management. Conducting client review meetings to maximize business opportunities and support business strategy.
Ideal candidates are enthusiastic insurance professionals seeking their next career move, with applications welcomed from across the South West & South Wales.
Joining our expanding and innovative Group offers a great opportunity for career development within an inclusive, purpose-led organization.
Key Responsibilities
* Achieve individual and team targets
* Identify new prospects and renewal dates, proactively contacting and running regional campaigns
* Manage leads and client meetings
* Maintain activity logs and diaries for income generation
* Provide professional support and advice, ensuring high service levels and exceeding client expectations
* Maintain relationships with key clients through review meetings and communication
* Manage time efficiently to visit clients cost-effectively, including mid-term meetings
* Collaborate with colleagues to maximize opportunities
* Present in partnership with team members
* Underwrite scheme policies within authority levels
* Ensure proper collection of client payments
* Assist in developing payment plans and growing existing plans
* Represent Lloyd & Whyte professionally at external events
* Research potential new markets, products, and prospects
Knowledge, Skills, and Experience
* Experience in the UK Insurance Market
* Previous sales or AE role experience
* Cert CII qualification or equivalent experience
What We Offer
* 28 days annual leave plus bank holidays
* Your birthday off
* Group Pension
* Bonus scheme
* Holiday buy scheme
* Health and wellbeing benefits, including cash plan, income protection, and life assurance
* Enhanced sick pay and parental leave
* Support for professional development and qualifications
* Paid volunteering leave
Lloyd & Whyte specializes in niche insurance services for various clients, including healthcare, commercial motor, and high-value homes. Our parent company, Benefact Group, is a large charitable financial services group committed to social impact and growth.
We value diversity and are committed to an inclusive culture. Applications from all backgrounds are welcomed. If you require support during the recruitment process, please let us know.
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