Account Executive

1 month ago


Billericay, United Kingdom Ecclesiastical Insurance Group Full time

Salary: Up to £80,000.00 (depending on experience) plus bonus potential

Working hours: 37.5 hours per week

Duration: Permanent

Location: Billericay / Essex / London 

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for talented Account Executives to join our RHA Insurance Services team. 
The key purpose of this role is to help identify, attract and retain new clients in the Haulage & Logistics Insurance sector. As a Commercial Insurance expert, you will work with our existing partners to deliver an exceptional experience to our target client base, with a focus on expertise, exceptional client service and the provision of market leading products.

There may also be a requirement to take on a small book of business.

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
  • To obtain new clients in the Haulage & Logistics industry using our service proposition and tech-enabled claims / risk management philosophy
  • To build and maintain relationships with key stakeholders within our partner organisation, and find new potential introducers to clients in the sector
  • Develop a significant level of technical and industry expertise within the haulage and logistics sector, and to utilise this expertise when creating product propositions for our target clients
  • To provide market leading risk management services, particularly with regards to motor fleet risks
  • In conjunction with your direct report, to prepare and agree monthly and annual sales forecasts, targets, plans and budgets for your respective sales area
  • To be responsible for achievement of all sales forecasts, plans, programmes and budgets in your respective sales area
  • Monitor performance against objectives, forecasts, plans, targets and budgets and provide regular feedback to the Development Director in this respect
  • To identify and generate own leads via LinkedIn, cold calling, introducers, partnerships. The business shall also provide leads to you to supplement your own activities
  • To work closely with the Account Handling and claims teams, ensuring the very highest level of service and excellence at all times
  • Identify, recommend and agree corrective action with the Development Director as appropriate, where deviations in performance below plans occur, or where other problems arise affecting sales or customer satisfaction
  • To promote and maintain an internal and external brand of professionalism, expertise and excellence
  • To assist with marketing efforts including the provision of content, attendance at industry events and other activities as may be required from time to time

Knowledge, skills and experience
  • Expert knowledge of the UK Commercial Insurance Market
  • Proven success and demonstrable expertise within the Haulage sector
    • Existing book of business or clients within one of our specialist sectors (not essential)
    • Chartered Insurance Institute Certificate in Insurance
    • Outcome focused
    • Self-motivated & Enthusiastic
    • Ability to manage your own time and prioritise work without supervision, to meet deadlines.
    • Attention to detail, numerate and accurate.
    • Strong contribution to the team through own ideas, initiatives and concepts.
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

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 are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. 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 aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.

If you need any additional support during therecruitment process, then please let us know.



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