Account Executive

Lloyd & Whyte; Taunton; On-site; GBP 33,000 - 55,000; Full time

Benefits offered by this job

28 days annual leave

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health & wellbeing benefits

Income protection and life assurance

Enhanced sick pay

Study and professional qualifications

Volunteer time off

Job summary

Lloyd & Whyte Community Broking is seeking Account Executives to join the South West team, delivering exceptional service and driving growth in the UK commercial insurance space.

The role focuses on managing client relationships, meeting sales & renewal targets, and unlocking new business opportunities across Taunton and nearby regions.

Qualifications

• Expert knowledge of the UK Commercial Insurance Industry, especially in a new business role.
• Commercial acumen with a track record of profitable growth.
• Cert CII qualification (or qualified by experience)

Responsibilities

• Drive sales & growth through proactive prospecting, outbound campaigns, and strategic client engagement.
• Client relationship management through review meetings, mid-term visits, and tailored advice to exceed expectations and maximise cross-sell opportunities.
• Operational excellence: manage leads, meetings, and income generation through effective diary systems and planning.
• Represent Lloyd & Whyte professionally at external events and industry forums.

Skills

Client relationship management

Sales targets

Strategic prospecting

Education

Cert CII qualification

Diploma in Insurance

Job description

Salary: Up to £55,000.00 (depending on experience) + benefits & bonus potential

Working hours: 35 hours per week, Monday - Friday

Duration: Permanent

Location: Taunton / Exeter / Tiverton / Gloucester

About The Role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for Account Executives to join our Community Broking team in their South West offices.

We are always open to new talent and are seeking passionate and determined individuals to join our growing business across the above regions. We're looking for experienced Account Executive keen on 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 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

• 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

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

"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."

About Us

Lloyd & Whyte Community Broking are a collection of insurance brokers, across Wales and the Southwest, who share the same values, vision and passion for supporting our communities. We’re bringing insurance back to its roots, adding real value through specialist risk management, expert advice, and client-first service.

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