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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: Enjoy 28 days leave, bonuses, health benefits, and support for professional development.
- Why this job: Make a meaningful impact in the insurance sector while advancing your career.
- Qualifications: Experience in UK Commercial Insurance and a Cert CII qualification.
- Other info: Be part of a diverse team committed to kindness and community values.
The predicted salary is between 32000 - 48000 £ per year.
Salary: Starting from £40,000.00 (depending on experience) plus bonuses
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 and 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 will 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 top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group—where all profits go to charity and good causes.
What you will 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 will 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).
- Knowledge/understanding of our specialist lines (legal indemnities/farming etc).
What we offer:
- 28 days annual leave plus bank holidays.
- Your 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 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 in Exeter employer: Benefact Group
Contact Detail:
Benefact Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive in Exeter
✨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 on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand what makes Lloyd & Whyte tick and how you can contribute to their mission. Tailor your answers to show how your experience aligns with their goals—this will make you stand out!
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how it relates to the Account Executive role. Keep it concise but impactful—focus on your achievements and how you can drive sales and growth for the team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our community at Lloyd & Whyte. Let’s make this happen together!
We think you need these skills to ace Account Executive in Exeter
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Account Executive role. Highlight your experience in the UK Commercial Insurance Industry and how it aligns with our values at Lloyd & Whyte.
Showcase Your Achievements: Don’t just list your responsibilities; share specific examples of how you’ve driven sales and growth in previous roles. We love seeing quantifiable results that demonstrate your commercial acumen!
Be Authentic: Let your personality shine through in your application. We’re looking for passionate individuals who are eager to make a difference, so don’t be afraid to express why you want to join our team.
Apply Through Our Website: For the best chance of success, apply directly through our website. This ensures your application gets to the right people and shows us you’re serious about joining our community.
How to prepare for a job interview at Benefact Group
✨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 relates to the role of an Account Executive. Highlight any specific achievements in sales or client management that demonstrate your commercial acumen.
✨Showcase Your People Skills
As an Account Executive, building strong client relationships is key. Prepare examples of how you've successfully managed client relationships in the past. Think about times when you exceeded client expectations or turned a challenging situation into a positive outcome.
✨Be Proactive and Strategic
Demonstrate your ability to drive sales and growth by discussing your approach to prospecting and client engagement. Share specific strategies you've used in previous roles to meet targets and unlock new business opportunities. This will show that you're not just reactive but also proactive in your approach.
✨Align with Their Values
Familiarise yourself with Lloyd & Whyte's commitment to community and charity. Be prepared to discuss how your personal values align with their mission. Showing that you understand and appreciate their ethos can set you apart from other candidates.
