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Directory of Social Change’s UK Guides to Company Giving 2017-2

ABOUT THE ROLE

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Account Executive to join our Community Broking team in our Gloucester office.
As an Account Executive, you will deliver sales income targets through effective sales and relationship management techniques. Conducting effective client review meetings with existing and new clients to maximise business opportunities supporting the business strategy.

WHAT YOU’LL BE DOING

• Provide professional support and advice to clients by delivering exceptional levels of service, providing holistic insurance reviews whilst maximising appropriate cross selling opportunities, to ultimately exceed client expectations and ensure individual needs are met.
• Identification of new prospects, decision makers and tender dates, using own research being proactive to outbound call and run individual national and regional campaigns.
• Where appropriate, provide a comprehensive search of the market to ensure a competitive products are offered in accordance with the clients’ needs
• Ongoing focus on relationship management with existing key clients through client review meetings and other forms of communication.
• Work with underwriters to administer new business policies within company guidelines.