Account Executive
6 days ago
Join to apply for the Account Executive role at Lloyd & Whyte. Salary: Starting from £40,000.00 (depending on experience) plus bonuses. Working hours: 35 hours per week. Duration: Permanent. Location: St Clears. About The Role Lloyd & Whyte, part of Benefact Group, is looking for talented Account Executives to join the Community Broking division in the St Clears office. Since 2021, we have grown rapidly through acquisitions across the South West and South Wales. We bring insurance back to its roots, adding real value through specialist risk management, expert advice, and client‑first service. 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 willingness to work towards). Knowledge/understanding of our specialist lines (legal indemnities/farming etc). What We Offer 28 days annual leave plus bank holidays. 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 toward study and professional qualifications. Paid time off for volunteering. Hiring Manager’s Message "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. Specialisms include scheme insurance for healthcare professionals, commercial motor vehicles, broker‑to‑broker insurance, and personal insurance for high‑value homes. Benefact Group is a unique international financial services Group made up of over 30 businesses. It is owned by a charity and has been the 3rd largest UK corporate donor over a decade, having given away £250 million since 2014. The Group aims to become the UK’s number one corporate donor, with strategic objectives to double its size. If you need any additional support during the recruitment process, then please let us know. Seniority Level Entry level Employment Type Full-time Job Function Sales and Business Development Industries Insurance Referrals increase your chances of interviewing at Lloyd & Whyte by 2x. #J-18808-Ljbffr
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