Commercial Account Executive

Lloyd & Whyte; Totnes; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading insurance broker in the Totnes area is seeking a Commercial Account Executive to enhance client relationships and identify new prospects. This role demands excellent communication skills and the capability to work in a compliant environment. Offering an array of benefits including 28 days leave and bonus schemes, this position is ideal for motivated individuals eager to make a positive impact in ethical insurance. Join a collaborative culture focused on sustainable practices.

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 and parental leave

Paid time off for volunteering

Qualifications

• Ability to communicate effectively with clients and team members.
• Must be positive, tenacious, and proactive towards challenges.
• Experience in a regulated, compliant, and client-focused environment.

Responsibilities

• Identify new prospects and manage client relationships.
• Provide professional support, ensuring high levels of service.
• Maximize cross-sell opportunities and meet client expectations.

Skills

Communication skills

Relationship management

Time management

Proactiveness

Education

Chartered Insurance Institute Certificate in Insurance (or willingness to pursue)

Job description

About The Role

Lloyd & Whyte, part of Benefact Group, is looking for a Commercial Account Executive to join the team at Naturesave in the Totnes office. Naturesave is an award‑winning insurance broker with over 30 years of experience in ethical and sustainable personal and commercial insurance.

Why Join Us?

Join a collaborative and inclusive culture 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

• Identify new prospects, decision makers and tender dates, using own research and proactively outbound calling and running individual national and regional campaigns.
• Handle and potential re‑organisation of new leads and client meetings.
• Provide professional support and advice to customers through review ensuring high levels of service, making sure clients’ needs are met and expectations are exceeded, maximising cross‑sell opportunities at all times.
• Ongoing focus on relationship management with existing key clients through client review meetings and other forms of communication.
• SMART and effective management of time and resource to maximise opportunity to visit all relevant clients in a cost‑effective way, including mid‑term client meetings.

What You'll Need to Have

• Confident and capable in communicating, managing relationships and building rapport with clients face to face to provide an excellent client experience.
• Tenacious, positive and pro‑active to new challenges and opportunities.
• Motivated, deadline‑driven & enthusiastic towards meeting and exceeding targets.
• Communicate effectively with other team members whilst working closely and flexibly.
• Ability to work in a regulated, compliant and client focused environment.

What Makes You Stand Out

• Hold or willing to work towards a Chartered Insurance Institute Certificate 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

"At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a growing & developing team where your work protects communities and the environment."

We welcome applications from everyone.