New Business Account Executive

**Salary**:Starting from £35,000.00 (depending on experience)

**Working hours**:35 hours per week

**Duration**:Permanent

**Location**:Exeter

**About the role***:
**Lloyd & Whyte**, who are proudly part of **Benefact Group**, are looking for an new buisness focused **Account Executive** to join our **_Community Broking _**_division _in their **Exeter** office.

This is an extremely varied role, where no two days will be the same. Your key purpose will be to provide excellent client service whilst helping to deliver sales and renewal income targets through effective sales and relationship management, with both new and existing clients.

You will work alongside the wider teams to effectively arrange and conduct client review meetings with existing and new clients, in order to maximise business opportunities, in support of the wider business strategy.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

**Key responsibilities**
***:

- Achieve individual and team targets as set and agreed
- Identification of new prospects, decision makers and renewal dates, using our prospect database and own research being proactive to outbound call and run individual regional campaigns
- Handling, and potential reorganisation, of new leads and client meetings
- Networking & Sponsorship events
- Maintain a comprehensive diary system and activity log to manage day to day income generation
- Provide professional support and advice to customers through review ensuring high levels of service making sure clients’ needs are met and expectations are exceeded maximising cross sell opportunities at all times
- Ongoing focus on relationship management with existing key clients through client review meetings and other forms of communication
- SMART and effective management of time and resource to maximise opportunity to visit all relevant clients in a cost effective way including mid-term client meetings
- Work in partnership with all colleagues in the commercial development team as required to maximise opportunities
- Presentation in partnership with all colleagues in the commercial development team as required to maximise opportunities
- Where appropriate, provide a comprehensive search of the market to ensure a competitive quotation is offered in accordance with the customers’ needs
- Underwrite scheme policies in line with underwriting authority levels and referral guidelines
- Work with Commercial Insurance Advisor to administer new business policies within company guidelines
- Ensure focused on collection of client money within company guidelines
- Maintain focused on collection of client money within company guidelines
- Maintain and develop own technical competence in line with client review focus
- Assist in the development of payment plans through cross selling, and assisting with new plan customers and the growth of existing plans
- To be professional when representing Lloyd & Whyte Ltd at external events, e.g. relevant conferences/events and customer visits
- Identify and research potential new markets, products, prospects and introducers
- Support colleagues from all areas of the business as required

**Knowledge, skills and experience**
***:

- Solid knowledge of the UK Insurance Market, notably within commercial lines
- Proven experience within a new business focused insurance role
- Chartered Insurance Institute Certificate in Insurance

**What we offer**:

- 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

**About us***:
**Committed to making a difference**:
We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least half a day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

Our people know how to work hard but also how to enjoy themselves We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.
- If you need any additional support during the recruitment process, then please let us know._