Overview
Join to apply for the Account Executive role at Lloyd & Whyte.
Salary: £45,000 plus on target earnings | Working hours: 35 per week | Duration: Permanent | Location: Gloucester
About The Role
Lloyd & Whyte, part of Benefact Group, are looking for an Account Executive to join our Community Broking team in our Gloucester office. As an Account Executive, you will deliver sales income targets through effective sales and relationship management techniques. You will conduct effective client review meetings with existing and new clients to maximise business opportunities and support the business strategy.
Why join us?
Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked among the UK's top 50 Best Large Companies to Work For in 2024, we offer career and development opportunities within a rapidly growing, innovative Group—where all profits go to charity and good causes.
What you'll be doing
* Provide professional support and advice to clients by delivering exceptional levels of service, conducting holistic insurance reviews, and maximising cross-selling opportunities to exceed client expectations and meet individual needs.
* Identify new prospects, decision makers and tender dates, using own research; proactive outbound calls and running national and regional campaigns.
* Where appropriate, provide a comprehensive market search to ensure competitive products are offered that meet client needs.
* Maintain ongoing relationship management with existing key clients through client review meetings and other communications.
* Work with underwriters to administer new business policies within company guidelines.
What you'll need to have
* Chartered Insurance Institute Certificate in Insurance.
* Proven experience in and expert knowledge of the UK commercial insurance industry.
* Confident ability to communicate, manage relationships and build rapport with clients face to face to provide an excellent client experience.
* Ability to work in a regulated, compliant and client-focused environment.
* Resourceful, organised and deadline-driven with good time management and self-motivation.
What makes you stand out
* Chartered Insurance Institute Diploma in Insurance (or willing to work towards).
What we offer
* 28 days annual leave plus bank holidays
* Your birthday off
* Group Personal Pension
* Bonus scheme
* 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
“Lloyd & Whyte Community broking is focused on bringing insurance back to the community. Focusing on delivering excellent client service and solving client’s cover and claims issues. A team in Gloucester is a sign of our ambitions to grow our business in the town where our parent company are based, the Benefact Group"
Paul Short, Managing Director of Community Broking Division & Membership Plans
Benefact Group is a unique international financial services group owned by a charity. We are committed to creating an inclusive culture and building an environment where everyone feels valued and respected. 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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