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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 community-focused insurance company.
- Benefits: 28 days leave, birthday off, pension scheme, bonuses, and health benefits.
- Why this job: Make a real impact in the insurance industry while developing your career.
- Qualifications: Experience in commercial insurance and strong relationship-building skills.
- Other info: Support for professional qualifications and paid volunteering time.
The predicted salary is between 28800 - 48000 £ per year.
Overview
Lloyd & Whyte, part of Benefact Group, is looking for talented Account Executives to join our Community Broking division in Llanelli. Since 2021, we have 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. 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.
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.
- Expert knowledge of the UK Commercial Insurance industry, specifically in new business focused roles.
- 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 willingness to work towards.
- Knowledge and understanding of our specialist lines (legal indemnities, farming, etc.).
Benefits
- 28 days annual leave plus bank holidays.
- Your birthday off.
- Group Personal Pension.
- Bonus scheme.
- A holiday buy scheme.
- 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 welcome applications from everyone.
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Account Executive employer: The Benefact Group
Contact Detail:
The Benefact Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Executive
✨Tip Number 1
Network like a pro! Attend industry events and local meet-ups to connect with potential clients and colleagues. Remember, it’s all about building those relationships that can lead to new opportunities.
✨Tip Number 2
Be proactive in your approach! Don’t just wait for leads to come to you; reach out to potential clients through social media or email. Show them how you can add value to their business.
✨Tip Number 3
Prepare for interviews by researching the company and its culture. Tailor your responses to highlight how your skills align with their goals, especially in driving sales and client relationships.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team at Lloyd & Whyte.
We think you need these skills to ace Account Executive
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Account Executive role. Highlight your sales achievements and client relationship management experience to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about community-based insurance and how your background makes you a great candidate for our team.
Showcase Your Knowledge: Demonstrate your understanding of the UK Commercial Insurance industry in your application. Mention any relevant qualifications or experiences that showcase your expertise and commitment to professional growth.
Apply Through Our Website: We encourage you to apply directly through our website. 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 The Benefact Group
✨Know Your Stuff
Make sure you brush up on your knowledge of the UK Commercial Insurance industry. Familiarise yourself with key terms and trends, especially those related to new business roles. This will show that you're not just interested in the role but also understand the market.
✨Showcase Your Sales Skills
Prepare specific examples of how you've driven sales and growth in previous roles. Think about times when you exceeded targets or successfully engaged clients. Being able to articulate these experiences will demonstrate your commercial acumen and ability to deliver results.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Ask insightful questions about their team and the company culture. This not only shows your interest but also highlights your client relationship management skills, which are crucial for an Account Executive.
✨Be Organised
Demonstrate your operational excellence by discussing how you manage your time and resources effectively. Share your strategies for tracking leads and planning activities. This will reassure them that you can handle the demands of the role and contribute to the team's success.
