At a Glance
- Tasks: Drive sales, manage client relationships, and unlock new business opportunities in insurance.
- Company: Join Lloyd & Whyte, part of Benefact Group, a top-rated employer in the UK.
- Benefits: Enjoy 28 days annual leave, bonus schemes, and health benefits.
- Other info: Be part of a charitable organisation with a culture of kindness and ambition.
- Why this job: Make a meaningful impact while advancing your career in a supportive environment.
- Qualifications: Experience in UK Commercial Insurance and Cert CII qualification preferred.
The predicted salary is between 31500 - 38500 £ per year.
Salary: Starting from £40,000.00 (depending on experience) + benefits & bonus potential
Working hours: 35 hours per week, Monday - Friday
Duration: Permanent
Location: Exeter
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Desktop Executive to join our Community Broking team in their Exeter office. We're looking for an experienced Desktop Executive, keen on delivering outstanding service and driving meaningful impact in the insurance sector. As a Desktop 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 that’s 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 fantastic 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 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:
- Motivated and driven to build business success.
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 looking to further accelerate business development by welcoming a skilled Desktop Executive 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 offer 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 that cover homeowners from standard houses through to thatch & listed character properties and high value homes.
The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.
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 of 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 are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.
Desktop Executive in Exeter employer: Benefact Group plc
Benefact Group plc is an excellent employer, offering a supportive and collaborative work culture in Taunton that prioritises client success and employee growth. With a strong focus on professional development and a range of benefits including generous annual leave, employees are empowered to thrive while contributing to meaningful business objectives.
StudySmarter Expert Advice🤫
We think this is how you could land Desktop Executive 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 Desktop Executive 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.
