Regional Account Executive

**Salary**:Starting from £37,500.00 per annum _(Depending on Experience_) plus a generous on target bonus structure to support success

**Qualifications**:

- GCSE Maths & English at Grade C/Level 4 or above
- Chartered Insurance Institute Certificate in Insurance
- OR Level 3 Qualification in Relevant Field

**BENEFITS**

~ Cashplan for healthcare treatment
~ Income Protection Insurance Scheme
~ Death in Service Benefit (x2 times your annual salary)
~ A paid day off for your birthday ~ A paid day off for your birthday
~ 25 days holiday (pro-rated) plus bank holidays
~ Support & funding for study towards your professional qualification
~ Charitable Donation through payroll
~ Cycle to work scheme
~ Social Committee - Fun events throughout the year and fundraising activities
~ Group Personal Pension Scheme
~ Favourable rates on your personal insurances when arranged through Lloyd & Whyte Ltd
~ Cash-back for Adviser Charging paid for all Financial Services products arranged through Lloyd & Whyte (Financial Services) Ltd _with the exception of mortgages and the Group Personal Pension_

**About You**:
Are you an experienced, target driven professional who is keen to progress within a diverse and ever evolving business? Do you have previous experience working within a similar Account Executive position, or are you perhaps an experienced Development Consultant ready to take on an exciting role within the insurance industry? If so, we may have the right the opportunity for you...

**About the Role**:
Due to recent growth, Lloyd & Whyte Group are pleased to be expanding our Payment Plans Division.

This role will be integral to the effective running of one of our more specialist divisions, helping establish and maintain close relationships with Dental & Vet practices in the region to secure their relationship and grow their plan business with Lloyd & Whyte.

You will help to secure new business as well as developing and growing existing accounts via face to face and virtual meetings, attending exhibitions to promote Lloyd & Whyte to new clients as well as the opportunity to build relationships with industry stakeholders.

**About L&W Payment Plans**:

- 10+ years’ experience delivering payment plans for businesses throughout the whole of the UK
- We work in proud partnership with the British Dental Association & British Veterinary Association and many other sector partners
- Lloyd & Whyte are one of the fastest growing plan providers in the UK with a view to double in size of the next 4 years
- Our Recent acquisition of a Privilege Plan which has assisted with the growth share of the market
- **What exactly does our Payment Plans team do?**_

The Payment Plans team at Lloyd & Whyte organise and facilitate the collection of direct debits from patients or pet owners on behalf of Dental and Vet Practices. It allows patients or pet owners to spread the costs of annual check ups and routine treatments instead of paying all upfront. Our payment plan offering assists businesses in the dental and veterinary sectors where Lloyd & Whyte has substantial market share through general insurance.
- **For more information, please see the below**:_

**About Us**

Lloyd & Whyte is a group of businesses which provides insurance and financial services to specialist markets. We offer a variety of roles for talented people who want to join us.

We live by our company values: having fun, being supportive, acting professionally, growing partnerships and curating ambitious thought.

As an award-winning company, professionalism and qualifications are integral to our company culture. We believe it’s vital that everyone within the business feels valued and has the right tools to do the job.

**Key Responsibilities will include**:

- Achieve individual objectives and key performance indicators as set and agreed
- Be proactive in building own pipeline through prospecting, event attendance and targeting of existing Lloyd & Whyte commercial insurance clients
- Keep an up to date diary system to manage prospecting and maximise new business opportunity and conversions
- Conduct effective meetings with new and existing clients to maximise business opportunities and revenue streams
- Relationship and account management of key clients
- SMART use of own time and resource when organising client meetings ensuring there is a particular focus on cost and potential return
- Work closely with regional and national partners such as the BDA, BVA and their local representation including LDCs
- Work in close partnership with other group development colleagues to generate new business opportunities
- Set up new plans for clients, including provision of their training and marketing support, ensuring all administration is dealt with in a professional and timely manner
- Adhere to all Company, regulatory and compliance guidelines
- Be professional & proactive when representing the Company at external events, such as conferences and client visits
- Be collaborat