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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, part of Benefact Group, a top-rated employer committed to community.
- Benefits: Enjoy 28 days leave, birthday off, bonuses, and health benefits.
- Why this job: Make a meaningful impact in the insurance sector while growing your career.
- Qualifications: Experience in UK Commercial Insurance and a Cert CII qualification required.
- Other info: Be part of a diverse team dedicated to charity and professional development.
The predicted salary is between 39000 - 61000 £ 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 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.
Account Executive in Taunton employer: Ecclesiastical Insurance Group
Contact Detail:
Ecclesiastical Insurance 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 local 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 those interviews! Research Lloyd & Whyte and understand their values and services. Think about how your experience aligns with their mission of community-based insurance. Practise common interview questions and come armed with examples of how you’ve driven sales and built client relationships.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way. Mention something specific from your conversation to remind them of your enthusiasm and fit for the role. It shows you’re genuinely interested and keeps you top of mind.
✨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 serious about joining our team at Lloyd & Whyte. Let’s make this happen together!
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 needs!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for delivering outstanding service and driving growth. Let us know why you’re excited about joining Lloyd & Whyte and how you can contribute to our mission.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements! Share specific examples of how you’ve met sales targets or built strong client relationships. We love seeing tangible results that demonstrate your commercial acumen.
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Ecclesiastical Insurance Group
✨Know Your Insurance 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 cases where you've successfully driven sales or managed client relationships.
✨Show Off Your Commercial Acumen
Prepare examples that showcase your ability to deliver profitable growth. Think about times when you've identified new business opportunities or exceeded sales targets. This will demonstrate your strategic thinking and alignment with the company's growth strategy.
✨Build Rapport with the Interviewer
Remember, this is not just about your qualifications; it's also about fit. Engage with the interviewer by asking insightful questions about the company culture and their vision for the future. This shows you're genuinely interested in being part of their team.
✨Be Ready to Discuss Collaboration
Since the role involves working closely with colleagues, be prepared to talk about your experience in collaborative environments. Share examples of how you've partnered with others to maximise commercial opportunities and drive results.
