Account Executive

Overview

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, part of Benefact Group, are looking for talented Account Executives to join our Community Broking division in the 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, 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.

• 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 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)

• Diploma in Insurance (or willing to work towards)

• 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

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.

* Directory of Social Change’s UK Guides to Company Giving 2017-26