Salary: 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 Benefact Group, are looking for Account Executive to join our Community Broking team in the South West offices.
Since 2021, we’ve grown rapidly through the acquisition of independent brokers across the South West and South Wales strengthening our local presence across 6 branches with 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.
We seek passionate and determined individuals to join our growing business across the above regions. Looking for experienced Account Executives keen on 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 committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, 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
* 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 in 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.
* Your birthday off.
* Group Personal Pension.
* Bonus scheme.
* A holiday buy scheme.
* An array of 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.
Lloyd & Whyte offers 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. We also have a wide range of personal insurance services including homeowners from standard houses through to thatch & listed character properties and high value homes.
We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135‑year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and passionate people driven to do better and be better.
At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We welcome applications from everyone.
If you need any additional support during the recruitment process, then please let us know.
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