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For Companies At a Glance
- Tasks: Drive sales, manage client relationships, and unlock new business opportunities.
- Company: Join Lloyd & Whyte, a rapidly growing insurance company with a community focus.
- Benefits: Up to £55,000 salary, 28 days leave, birthday off, and health benefits.
- Other info: Inclusive culture with opportunities for personal and professional development.
- Why this job: Make a meaningful impact in the insurance sector while advancing your career.
- Qualifications: Experience 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, 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.
Account Executive Lloyd & Whyte · · in Taunton employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive Lloyd & Whyte · · in Taunton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the insurance industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Lloyd & Whyte and understanding their values. Tailor your responses to show how your experience aligns with their mission of community-based insurance. This will help you stand out as a candidate who truly gets what they’re about.
✨Tip Number 3
Practice your pitch! Be ready to explain how you can drive sales and growth for the team. Highlight your past successes in client relationship management and how you can bring that expertise to Lloyd & Whyte. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Lloyd & Whyte. Let’s make it happen!
We think you need these skills to ace Account Executive Lloyd & Whyte · · in Taunton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Account Executive role. Highlight your experience in the UK Commercial Insurance Industry and any relevant qualifications like Cert CII. We want to see how your skills align with our mission at Lloyd & Whyte!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for the insurance sector and how you can contribute to our community-based approach. Let us know why you're excited about joining our team!
Showcase Your Achievements: When detailing your past roles, focus on specific achievements that demonstrate your ability to drive sales and build client relationships. Numbers speak volumes, so if you've hit targets or grown accounts, make sure we see that!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re keen on being part of our growing family at Lloyd & Whyte!
How to prepare for a job interview at Benefact Group plc
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK Commercial Insurance Industry. Be ready to discuss your experience and how it aligns with the role at Lloyd & Whyte. They’re looking for someone who can hit the ground running, so show them you’ve got the expertise!
✨Showcase Your Sales Skills
Prepare examples of how you've driven sales and growth in previous roles. Think about specific campaigns or strategies you’ve implemented that led to successful outcomes. This will demonstrate your commercial acumen and ability to meet targets.
✨Build Rapport
During the interview, focus on building a connection with your interviewer. Ask insightful questions about the company culture and their approach to client relationships. This shows you’re genuinely interested in being part of their team and aligns with their community-based ethos.
✨Be Ready to Discuss Collaboration
Lloyd & Whyte values teamwork, so be prepared to talk about how you’ve worked collaboratively in the past. Share examples of how you’ve partnered with colleagues to maximise opportunities and drive results. This will highlight your ability to fit into their inclusive culture.