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For Companies At a Glance
- Tasks: Drive sales, manage client relationships, and unlock new business opportunities in insurance.
- Company: Join Lloyd & Whyte, a rapidly growing company with a community-focused approach.
- Benefits: Enjoy 28 days leave, your birthday off, and health benefits plus a bonus scheme.
- Why this job: Be part of a team making a real impact in the insurance sector while advancing your career.
- Qualifications: Experience in UK Commercial Insurance and a Cert CII qualification are essential.
- Other info: Join a diverse and inclusive culture committed to personal and professional growth.
The predicted salary is between 39000 - 46000 £ per year.
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 a 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.
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.
Account Executive in Taunton employer: Benefact Group
Contact Detail:
Benefact Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive 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 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 culture. Understand their values and how they align with your own. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! Be ready to explain why you’re the perfect fit for the Account Executive role. Highlight your experience in the UK Commercial Insurance Industry and how you can drive sales and growth for Lloyd & Whyte.
✨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 serious about joining our community-focused team at Lloyd & Whyte.
We think you need these skills to ace Account Executive 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 of delivering outstanding service!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Share your passion for the insurance sector and how you can contribute to our growth strategy. Be sure to mention specific examples of how you've driven sales and built client relationships in the past.
Showcase Your Achievements: Don’t just list your responsibilities; showcase your achievements! Use numbers and specific examples to demonstrate how you’ve met or exceeded targets. This will help us see the impact you could have as part of our team.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join 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 sustainability. During the interview, express how your personal values align with theirs. Mention any relevant experiences or initiatives you've been involved in that reflect a similar ethos, as this will resonate well with them.
