Account Executive

TN United Kingdom; Totnes; On-site; GBP 43,000 - 50,000; Full time

Job summary

An established industry player is seeking motivated Account Executives to join their Community Broking team in Totnes. This role offers a fantastic opportunity to leverage your sales and relationship management skills to achieve sales and renewal targets. You will engage with clients, conduct reviews, and maximize business opportunities in a supportive and inclusive environment. With a focus on career development and a commitment to employee well-being, this organization fosters a culture of kindness and ambition. If you're ready to take the next step in your insurance career, this position is perfect for you.

Benefits

28 days annual leave plus bank holidays

Birthday off

Health and wellbeing benefits

Enhanced sick pay

Parental leave

Support for study and professional qualifications

Paid volunteering leave

Qualifications

• Experience in the UK Insurance Market is essential.
• Previous experience in an Account Executive or Sales role is required.

Responsibilities

• Achieve individual and team sales targets.
• Maintain relationships with key clients and maximize cross-sell opportunities.
• Conduct client reviews and manage time effectively for client visits.

Skills

Sales Techniques

Relationship Management

Client Review Meetings

Insurance Market Knowledge

Education

Cert CII or equivalent experience

Job description

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

Working hours: 35

Duration: Permanent

Location: Totnes

About the role

Lloyd & Whyte, proudly part of Benefact Group, is seeking talented Account Executives to join our Community Broking team at the Totnes office.

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

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

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.
2. Identify new prospects, decision makers, and renewal dates using our prospect database and research; proactively make outbound calls and run regional campaigns.
3. Handle and reorganize new leads and client meetings.
4. Maintain a comprehensive diary and activity log for income generation.
5. Provide professional support and advice to clients, ensuring high service levels and exceeding expectations, while maximizing cross-sell opportunities.
6. Maintain ongoing relationships with key clients through reviews and communication.
7. Manage time and resources effectively to maximize client visits, including mid-term meetings.
8. Collaborate with the commercial development team to maximize opportunities and deliver presentations.
9. Underwrite scheme policies within authority levels and referral guidelines.
10. Ensure collection of client payments within company guidelines.
11. Assist in developing payment plans and growing existing plans through cross-selling.
12. Represent Lloyd & Whyte professionally at external events and client visits.
13. 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

• 28 days annual leave plus bank holidays.
• Your birthday off.
• Health and wellbeing benefits, including a cash plan, income protection, and life assurance.
• Enhanced sick pay and parental leave.
• Support for study and professional qualifications.
• Paid volunteering leave.

Lloyd & Whyte offers a range of insurance services, from niche schemes for healthcare professionals to high-value home insurance. Our Group comprises five divisions, including multiple brands.

Benefact Group is a global financial services group owned by a charity, and is a significant UK corporate donor, having given away £250 million since 2014. We aim to double our size and foster a culture of kindness, ambition, and continuous improvement.

We are committed to creating an inclusive environment where everyone feels valued and respected. We welcome applications from all backgrounds and abilities.

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