Salary & Benefits
Up to £55,000.00 (depending on experience) + benefits & bonus potential
Working Hours
35 hours per week, Monday - Friday
Duration
Permanent
Location
Taunton / Exeter / Gloucester
About the Role
Lloyd & Whyte, part of the Benefact Group, is looking for experienced Account Executives to join our Community Broking team in the South West offices.
As an Account Executive you will lead client relationships, meet sales and renewal targets and unlock new business opportunities through strategic reviews and expert advice, supporting the 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.
What we offer
* 28 days annual leave plus bank holidays.
* Birthday off.
* Group Personal Pension.
* Bonus scheme.
* Holiday buy scheme.
* An array of health and well‑being 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.
We are committed to creating an inclusive culture and welcome applications from everyone.
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