Commercial Account Executive

Ecclesiastical Insurance Group; Totnes; On-site; GBP 60,000 - 80,000; Full time

Job summary

A sustainable insurance broker in Totnes is seeking a Commercial Account Executive to drive sales and build client relationships. The role involves identifying new prospects, conducting client reviews, and maximizing business opportunities. Ideal candidates are proactive, communicative, and motivated to exceed targets. This position offers a competitive salary starting from £35,000, along with generous benefits including annual leave, a bonus scheme, and support for professional development.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Paid time off for volunteering

Qualifications

• Confident in managing client relationships to provide excellent service.
• Tenacious and proactive toward new challenges and opportunities.
• Motivated and enthusiastic about exceeding targets.
• Effective communication with team members.

Responsibilities

• Identify and pursue new prospects using proactive methods.
• Support customers through regular reviews and maximize opportunities.
• Maintain relationships with key clients and effectively manage time.

Skills

Relationship management

Communication

Proactivity

Sales experience

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Salary: Starting from £35,000.00 (depending on experience) plus bonus potential

Working hours: 35 hours per week

Duration: Permanent

Location: Totnes

About the role

Lloyd & Whyte, proudly part of Benefact Group, are looking for a Commercial Account Executive to join our team at Naturesave in their Totnes office.

An exciting opportunity to join the growing team at Naturesave, an award‑winning insurance broker with over 30 years of experience in providing ethical and sustainable personal and commercial insurance.

The ideal candidate will deliver sales income targets through effective sales and relationship‑management techniques, conducting client review meetings with existing and new clients to maximize business opportunities and support the business strategy.

Why join us?

Join a collaborative and inclusive culture committed to making a difference and building a more sustainable future. Ranked among the UK’s top 50 Best Large Companies to Work For in 2024, 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 being proactive to outbound calls and running individual national and regional campaigns.
• Handle and potentially reorganize new leads and client meetings.
• Provide professional support and advice to customers through reviews, ensuring high levels of service and maximizing cross‑sell opportunities.
• Maintain ongoing focus on relationship management with existing key clients through review meetings and other communication.
• Smartly and effectively manage time and resources to maximize the opportunity to visit all relevant clients cost‑effectively, including mid‑term client meetings.

What you'll need to have

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

What makes you stand out

• Hold or be 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."

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for healthcare professionals to expert insurance for commercial motor vehicles and broker‑to‑broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes.

Benefact Group is a unique international financial services group made up of over 30 businesses, owned by a charity and has been the 3rd largest UK corporate donor over a decade. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives set 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 have 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.