Account Executive

Benefact Group; Exeter; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services group in the United Kingdom seeks passionate Account Executives to join their Community Broking division. This permanent position focuses on driving sales and growth through client relationship management in a supportive and inclusive environment. Candidates should possess strong knowledge in UK Commercial Insurance, along with a commercial acumen and a track record in business development. This role promises opportunities for career advancement and competitive benefits, including a bonus scheme and health & wellbeing perks.

Benefits

28 days annual leave plus bank holidays

Bonus scheme

Enhanced sick pay and parental leave

Support for professional qualifications

Paid time off for volunteering

Qualifications

• Proven experience within a new business focused role in the UK Commercial Insurance Industry.
• Track record of delivering profitable growth.
• Willingness to work towards a Diploma in Insurance.

Responsibilities

• Achieve individual and team targets through proactive prospecting and client engagement.
• Build and maintain strong client relationships via tailored advice.
• Manage leads and activity tracking for income generation.

Skills

Expert knowledge in UK Commercial Insurance

Commercial acumen

Client relationship management

Education

Cert CII qualification

Job description

Salary : Starting from £40,000.00 (depending on experience) plus bonuses

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 and 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 top 50 Best Large Companies to Work For in 2024, 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)
• Knowledge / understanding of our specialist lines (legal indemnities / farming etc)

What we offer

• 28 days annual leave plus bank holidays
• Your birthday off
• Group Personal Pension
• Bonus scheme
• 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.

• have 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.