Account Executive

Lloyd & Whyte; Gloucester; On-site; GBP 45,000; Full time

Job summary

A leading insurance provider in Gloucester is seeking an experienced Account Executive to join their Community Broking team. The role demands delivering sales targets and managing relationships with existing and new clients. Candidates should possess a Chartered Insurance Institute Certificate and proven experience in the UK commercial insurance field. The company offers a supportive and inclusive environment with generous benefits including 28 days of annual leave and a bonus scheme.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Support for study

Paid time off for volunteering

Qualifications

• Proven experience in the UK commercial insurance industry.
• Confident ability to manage client relationships effectively.
• Resourceful and organised with good self-motivation.

Responsibilities

• Deliver sales targets through effective sales strategies.
• Conduct client review meetings to maximize business opportunities.
• Administer new business policies in line with company guidelines.

Skills

Communication

Relationship Management

Time Management

Proactive Sales

Education

Chartered Insurance Institute Certificate in Insurance

Chartered Insurance Institute Diploma in Insurance (or willingness to work toward)

Job description

Overview

Salary: £45,000 plus on target earnings

Working hours: 35 per week

Duration: Permanent

Location: Gloucester

About The Role

Lloyd & Whyte, who are proudly part of , are looking for an 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.

What You'll Need To Have

• Chartered Insurance Institute Certificate in Insurance.
• Proven experience in and expert knowledge of the UK commercial insurance industry.
• Confident ability to communicate, manage relationships and build rapport with clients face to face to provide an excellent client experience.
• Ability to work in a regulated, compliant and client focused environment.
• Resourceful, organised and deadline driven with good time management and self-motivation.

What Makes You Stand Out

• Chartered Insurance Institute Diploma in Insurance (or willing to work towards).

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

“Lloyd & Whyte Community broking is focused on bringing insurance back to the community! Focusing on delivering excellent client service and solving client’s cover and claims issues. A team in Gloucester is a sign of our ambitions to grow our business in the town where our parent company are based, the Benefact Group"

Paul Short, Managing Director of Community Broking Division & Membership Plans

About Benefact Group

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 welcome applications from everyone.

If you need any additional support during the recruitment process, then please let us know.