At a Glance
- Tasks: Drive sales, manage client relationships, and unlock new business opportunities in insurance.
- Company: Join Lloyd & Whyte, part of Benefact Group, in a growing team.
- Benefits: Enjoy competitive salary, 28 days leave, bonus scheme, and health perks.
- Other info: Exciting growth opportunities and support for professional development.
- Why this job: Make a meaningful impact in the insurance sector while advancing your career.
- Qualifications: Expertise in UK Commercial Insurance and Cert CII qualification preferred.
The predicted salary is between 50000 - 55000 £ per year.
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, who are proudly part of Benefact Group, are looking for Account Executives to join our Community Broking team in their South West offices. We are always open to new talent and are seeking passionate and determined individuals to join our growing business across the above regions. We're 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.
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
- 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.
Account Executive Lloyd & Whyte · · in Exeter employer: Benefact Group plc
Lloyd & Whyte is an exceptional employer, offering a dynamic work environment in the heart of the South West, where you can thrive as an Account Executive. With a strong focus on employee growth, we provide comprehensive benefits including generous annual leave, a bonus scheme, and support for professional qualifications, all while fostering a collaborative culture that values your contributions and encourages meaningful impact in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Account Executive Lloyd & Whyte · · in Exeter
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Benefact Group plc). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Benefact Group plc. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Account Executive Lloyd & Whyte · · in Exeter
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Benefact Group plc.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Benefact Group plc. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Benefact Group plc
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Benefact Group plc to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Benefact Group plc, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Benefact Group plc's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
