At a Glance
- Tasks: Deliver new business income and retention targets while managing client relationships effectively.
- Company: Lloyd & Whyte, part of Benefact Group, is based in Exeter and focuses on community broking.
- Benefits: Enjoy 28 days annual leave, a bonus scheme, and support for professional qualifications.
- Other info: This is a permanent position with a 35-hour work week, Monday to Friday.
- Why this job: Join a driven team aiming for high client satisfaction and professional growth.
- Qualifications: Chartered Insurance Institute Certificate in Insurance is preferred for this role.
The predicted salary is between 28200 - 28500 £ per year.
Salary: Starting from £35,000.00 (depending on experience)
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Exeter
About the role
Lloyd & Whyte, part of Benefact Group, is looking for an Insurance Sales Executive to join our Community Broking team in Exeter office. As an Insurance Sales Executive, you will provide exceptional service and advice to clients to maximise client satisfaction. You will need to be ambitious to achieve new business and related product income targets, maintain the highest retention levels, and handle mid‑term adjustments, queries and claims in a timely, professional and accurate manner.
What you’ll be doing
- Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards.
- Manage client relationships through visiting and arranging video meetings with clients when required.
- Provide holistic insurance reviews for clients, identifying and promoting related insurance products.
- Continuously improve and maintain own technical competence with in depth knowledge of all relevant products, market trends and underwriting guidelines.
- Provide on‑hand support and coaching to the team ensuring a consistent approach is adopted for process and advice.
What you’ll need to have
- Creative and effective in helping to shape the team to focus on service, quality standards and efficiency.
- Confident and capable of building rapport over the telephone to provide an excellent client experience.
- Ability to work in a regulated, compliant and client‑focused environment.
- Organised, resourceful, deadline‑driven and supportive of the wider team.
- Driven to be pro‑active to new challenges and positively shape the desired opportunities and outcomes.
What makes you stand out
- Hold Chartered Insurance Institute Certificate 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 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.
We welcome applications from everyone.
Insurance Sales Executive in Exeter employer: Benefact Group plc
Lloyd & Whyte offers a supportive environment in Exeter with a focus on community broking. Employees benefit from enhanced sick pay, parental leave, and a comprehensive health cash plan. The team is dedicated to achieving high service quality and client satisfaction.
