Account Executive

TN United Kingdom; Exeter; On-site; GBP 35,000 - 43,000; Full time

Job summary

An innovative firm is seeking enthusiastic Account Executives to join their Community Broking team in Exeter. This role offers the chance to support sales and renewal income targets through effective relationship management and client interactions. With a focus on personal and professional growth, this position provides a unique opportunity to be part of a purpose-led organization dedicated to making a positive impact. If you're ready to take the next step in your insurance career while contributing to a community-focused team, this is the perfect opportunity for you.

Benefits

28 days annual leave plus bank holidays

Birthday off

Health and wellbeing benefits

Enhanced sick pay

Paid time off for volunteering

Support for professional qualifications

Qualifications

• Demonstrable experience in the UK Insurance Market.
• Previous experience in a similar Account Executive/Sales role.

Responsibilities

• Achieve individual and team sales targets.
• Identify new prospects and manage client relationships.
• Conduct client review meetings to maximize business opportunities.

Skills

Sales Techniques

Relationship Management

Client Review Meetings

Prospecting

Insurance Knowledge

Education

Cert CII qualification

Experience in Insurance Sales

Job description

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Salary: Up to £43,000.00 (depending on experience) plus bonus potential

Working hours: 35

Duration: Permanent

Location: Exeter

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 Exeter 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

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)

What we offer

• 28days annual leave plus bank holidays
• Your birthday off
• 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 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 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.

*Directory of Social Change’s UK Guides to Company Giving 2017-26