Salary: Up to £43,000.00 (depending on experience) plus bonus potential
Working hours: 35
Duration: Permanent
Location: St. Clears

KNOWLEDGE, SKILLS AND EXPERIENCE

• Demonstrable experience working within the UK Insurance Market
• Previous experience within a similar AE/Sales role
• Cert CII qualification (or qualified by experience)

IF YOU NEED ANY ADDITIONAL SUPPORT DURING THE RECRUITMENT PROCESS, THEN PLEASE LET US KNOW.

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ABOUT THE ROLE

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for talented Account Executives to join our Community Broking team in their St Clears office.
This role will see the successful individual supporting the wider Community Broking Team(s) to deliver sales and renewal 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.
We are looking for enthusiastic insurance professionals looking for their next career move, and are open to applications across the South West & South Wales.
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
• 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
• Underwrite scheme policies in line with underwriting authority levels and referral guidelines
• Ensure focused on collection of client money within company guidelines
• 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