Commercial Account Executive

Overview

Salary: Starting from £35,000.00 (depending on experience) plus bonus potential

Working hours: 35 hours per week

Duration: Permanent

Location: Totnes

About the role

Lloyd & Whyte, who are proudly part of Benefact Group
, are looking for a Commercial Account Executive to join our team at Nature save in their Totnes office.

An exciting opportunity to join the growing team at Nature save
, an award winning Insurance Broker
, with over 30 years’ experience in providing ethical and sustainable personal and commercial insurance.

The ideal candidate will be able to commute to our Totnes office on a weekly basis to deliver commercial insurance sales income targets through effective sales and relationship management techniques. They will conduct thorough client review meetings with both existing and new commercial insurance clients to maximise business opportunities and support the overall business strategy.

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.

• Identification of new commercial insurance prospects, key decision‑makers, and renewal or tender dates, using proactive market research to support outbound calling and the delivery of individual national and regional campaigns.

• Handling, prioritisation, and where appropriate reorganisation of new commercial insurance leads, along with arranging and conducting client meetings to progress opportunities effectively.

• Providing professional insurance support and advice to customers through structured policy and risk reviews, ensuring high service standards, meeting client needs, exceeding expectations, and maximising cross‑sell opportunities across commercial lines.

• Ongoing focus on relationship management with existing key commercial clients through regular review meetings and consistent communication to strengthen retention and identify emerging risks.

• SMART and effective management of time and resources to maximise opportunities to visit all relevant commercial clients in a cost‑effective way, including mid‑term review meetings.

• Previous experience working in Commercial insurance.

• Confident and capable in communicating, managing relationships and building rapport with clients face to face to provide an excellent client experience

• Tenacious, positive and pro-active to new challenges and opportunities

• Motivated, deadline-driven & enthusiastic towards meeting and exceeding targets

• Communicate effectively with other team members whilst working closely and flexibly

• Able to commute to our Totnes office on a weekly basis.

• Hold or willing to work towards a Chartered Insurance Institute Certificate in Insurance

• 28days 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

"At Nature save, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a growing & developing team where your work protects communities and the environment."

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…