Commercial Account Executive at Benefact Group

Dartington, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

09 Mar, 26

Salary

35000.0

Posted On

09 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Sales, Relationship Management, Client Communication, Proactive Approach, Time Management, Customer Service, Cross-Selling, Team Collaboration, Problem Solving, Negotiation, Client Review Meetings, Ethical Insurance, Sustainable Practices, Goal Orientation, Adaptability, Professional Support

Industry

Financial Services

Description

Salary: Starting from £35,000.00 (depending on experience) plus bonus potential Working hours: 35 hours per week Duration: Permanent Location: Totnes About the role Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Commercial Account Executive to join our team at Naturesave in their Totnes office. An exciting opportunity to join the growing team at Naturesave, an award winning Insurance Broker, with over 30 years’ experience in providing ethical and sustainable personal and commercial insurance. The ideal candidate 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. 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 Identification of new prospects, decision makers and tender dates, using own research being proactive to outbound call and run individual national and regional campaigns Handling, and potential reorganisation, of new leads and client meetings 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 What you'll need to have Confident and capable in communicating, managing relationships and building rapport with clients face to face to provide an excellent client experience Tenacious, positive and pro-active to new challenges and opportunities Motivated, deadline-driven & enthusiastic towards meeting and exceeding targets Communicate effectively with other team members whilst working closely and flexibly Ability to work in a regulated, compliant and client focused environment What makes you stand out Hold or willing to work towards a 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 Hear from the hiring manager "At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a growing & developing team where your work protects communities and the environment." 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 Commercial Account Executive will identify new prospects and manage relationships with existing clients to meet sales income targets. This includes conducting client review meetings and maximizing business opportunities.