Account Executive at Benefact Group

Mid Devon, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

13 May, 26

Salary

55000.0

Posted On

12 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Sales Target Achievement, Renewal Targets, New Business Development, Strategic Reviews, Risk Management, Commercial Acumen, Prospecting, Outbound Campaigns, Cross-Selling, Activity Tracking, SMART Time Planning, Professional Representation, Commercial Insurance Industry Knowledge, Cert CII Qualification

Industry

Financial Services

Description

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, who are proudly part of Benefact Group, are looking for talented Account Executives to join our Community Broking division in our 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 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 across the above regions, 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. Why join us? Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's 15 Best Big Companies to Work For in 2025, we offer fantastic career and development opportunities within a rapidly growing, innovative Group — where all profits go to charity and good causes. 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 willing to work towards) 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 Hear from the hiring manager "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

Responsibilities

The Account Executive will be responsible for leading client relationships, achieving individual and team sales and renewal targets, and identifying new business opportunities through expert advice and strategic reviews. Key activities include proactive prospecting, managing client expectations via review meetings, and ensuring operational excellence through effective diary and activity tracking systems.