Account Executive

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

Working hours: 35 hours per week

Duration: Permanent

About the role

Lloyd & Whyte, proudly part of Benefact Group, is seeking an Account Executive to join our Community Broking team at our Taunton office.

This role involves supporting the Community Broking Team(s) to achieve sales and renewal income targets through effective sales and relationship management. You will conduct client review meetings to maximize business opportunities and support strategic goals.

We welcome enthusiastic insurance professionals seeking their next career move, with applications from the South West & South Wales.

Joining our expanding and innovative Group offers a great opportunity to develop your career within an inclusive, purpose-led organization.

Key responsibilities

1. Achieve individual and team targets as set and agreed.
2. Identify new prospects, decision makers, and renewal dates, using our database and research, proactively calling prospects, and running regional campaigns.
3. Handle and reorganize new leads and client meetings.
4. Maintain a diary and activity log to manage daily income generation.
5. Provide professional support and advice to clients, ensuring high service levels and meeting client needs, maximizing cross-sell opportunities.
6. Maintain ongoing relationships with key clients through review meetings and communication.
7. Manage time and resources effectively to visit clients cost-effectively, including mid-term meetings.
8. Collaborate with colleagues in the commercial development team to maximize opportunities.
9. Present in partnership with colleagues to maximize opportunities.
10. Underwrite scheme policies within authority levels and referral guidelines.
11. Focus on collecting client payments within company guidelines.
12. Assist in developing payment plans through cross-selling and supporting new and existing plans.
13. Represent Lloyd & Whyte professionally at external events and customer visits.
14. Research potential new markets, products, prospects, and introducers.

Knowledge, skills, and experience

1. Experience working within the UK Insurance Market.
2. Previous experience in a similar AE/Sales role.
3. Cert CII qualification or equivalent experience.

What we offer

1. 28 days annual leave plus bank holidays.
2. Your birthday off.
3. Health and wellbeing benefits, including a cash plan, income protection, and life assurance.
4. Enhanced sick pay and parental leave.
5. Support and funding for professional qualifications.
6. Paid time off for volunteering.

Lloyd & Whyte offers a range of specialist insurance services, from niche scheme insurance for healthcare professionals to expert insurance for commercial vehicles and broker-to-broker services. We also provide personal insurance for homes, from standard to high-value properties. Our group is divided into five client divisions, including multiple companies and brands.

Benefact Group is a global financial services group owned by a charity, with over 30 businesses. It has donated over £250 million since 2014 and aims to become the UK's leading corporate donor. We value diversity and are committed to creating an inclusive culture where everyone feels valued and respected. We welcome applications from all backgrounds.

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