Find a job 
Featured Companies 
Featured Universities 
For Companies Salary: £45,000.00 – £55,000.00 (depending on experience & negotiable) plus bonus
Working hours: 35 hours per week
Duration: Permanent
Location: Taunton / Exeter / Tiverton
About the role
Lloyd & Whyte , who are proudly part of Benefact Group , are looking for talented Account Executives to join our Community Broking division in our 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.
As we continue to grow across the above regions, we\’re seeking commercially minded professionals who are passionate about 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 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
-
Diploma in Insurance (or willing to work towards)
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 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.
If you need any additional support during the recruitment process, then please let us know.
*Directory of Social Change’s UK Guides to Company Giving
Account Executive employer: Benefact Group
Contact Detail:
Benefact Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive
✨Tip Number 1
Network like a pro! Reach out to current or former employees on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might even lead to a referral.
✨Tip Number 2
Prepare for the interview by researching the company and its culture. We want to see that you’re genuinely interested in Lloyd and what they do, so come armed with questions that show you’ve done your homework!
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate why you’re the perfect fit for the Account Executive role. Keep it concise and focus on how your skills align with what they’re looking for.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows you’re polite and professional, which is always a bonus.
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Account Executive role. Highlight relevant experience and skills that match what we're looking for. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your background makes you a perfect fit. Keep it engaging and personal – we love a good story!
Showcase Your Achievements: When detailing your experience, focus on your achievements rather than just duties. Use numbers and examples to demonstrate how you've made an impact in previous roles. We want to see results!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of applications and ensures you don’t miss out on any important updates. Plus, it’s super easy!
How to prepare for a job interview at Benefact Group
✨Know Your Numbers
As an Account Executive, you'll need to demonstrate your understanding of sales metrics and targets. Brush up on key performance indicators relevant to the role, and be ready to discuss how you've met or exceeded these in past positions.
✨Research the Company
Before the interview, take some time to learn about the company’s values, culture, and recent achievements. This will not only help you tailor your answers but also show that you're genuinely interested in being part of their team.
✨Prepare Your Success Stories
Think of specific examples from your previous roles that highlight your skills in sales, relationship building, and problem-solving. Use the STAR method (Situation, Task, Action, Result) to structure your responses clearly and effectively.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions prepared. This could be about the team dynamics, growth opportunities, or the company's future plans. It shows that you're engaged and thinking long-term about your potential role.
