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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 top-rated company committed to community-based insurance.
- Benefits: Enjoy 28 days leave, bonuses, health benefits, and support for professional qualifications.
- Why this job: Be part of a rapidly growing team making a real difference in the insurance industry.
- Qualifications: Experience in UK Commercial Insurance and a Cert CII qualification are essential.
- Other info: Exciting career growth opportunities in a collaborative and inclusive culture.
The predicted salary is between 36000 - 60000 £ 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, part of Benefact Group, is 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 an Account Executive you’ll lead client relationships, meet sales and renewal targets, and unlock new business opportunities through strategic reviews and expert advice – supporting 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 among 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'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)
- 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
- Health and wellbeing benefits, company cash plan, income protection and life assurance
- Enhanced sick pay and parental leave
- Support and funding towards 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.
Account Executive in Taunton employer: Ecclesiastical Insurance UK
Contact Detail:
Ecclesiastical Insurance UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive in Taunton
✨Tip Number 1
Network like a pro! Attend industry events and connect with professionals in the insurance sector. Building relationships can lead to job opportunities that aren’t even advertised.
✨Tip Number 2
Show off your expertise! Prepare a portfolio or case studies showcasing your past successes in sales and client management. This will help you stand out during interviews and demonstrate your value.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or mentors to refine your pitch and responses. The more comfortable you are, the better you'll perform when it counts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
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 client relationships and sales growth. Let us know why you’re excited about joining Lloyd & Whyte and how you can contribute to our community-focused approach.
Showcase Your Achievements: Don’t just list your responsibilities; highlight your achievements! Share specific examples of how you’ve driven sales or improved client satisfaction in previous roles. We love seeing quantifiable results that demonstrate your impact.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application directly, and you’ll find all the details you need about the role and our company culture there!
How to prepare for a job interview at Ecclesiastical Insurance UK
✨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 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 show the interviewers that you can meet their sales and renewal targets.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask questions about their experiences at Lloyd & Whyte and share your thoughts on community-based insurance. This will demonstrate your interest in their culture and values.
✨Be Ready for Scenario Questions
Expect to face scenario-based questions that assess your problem-solving skills and client relationship management. Prepare by thinking through potential challenges you might encounter as an Account Executive and how you would address them effectively.
