Desktop Executive: Drive Insurance Growth & Relationships

Lloyd & Whyte

Exeter

On-site

GBP 36,000 - 44,000

Full time

9 days ago
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Benefits offered by this job

28 days leave
Birthday off
Group pension
Bonus scheme
Holiday buy
Wellbeing benefits
Cash plan
Income protection
Life assurance
Enhanced sick pay
Parental leave
Study support
Volunteer time off

Job summary

Lloyd & Whyte, part of Benefact Group, is seeking a Desktop Executive for their Exeter office. You will lead client relationships, drive sales, meet renewal targets, and identify new business opportunities through strategic reviews and expert advice to support growth.

Join a collaborative culture with a strong emphasis on service excellence within the UK Commercial Insurance sector. The role offers a permanent contract and a starting salary around £40,000 with bonus potential and benefits.

Qualifications

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

Responsibilities

  • Drive sales and growth by meeting individual and team targets through proactive prospecting and campaigns.
  • Manage client relationships with review meetings, mid-term visits and tailored advice to maximise cross-sell opportunities.
  • Oversee leads, meetings and income generation with effective diary systems and planning.
  • Represent the company professionally at external events and industry forums to maximise opportunities.

Skills

Commercial insurance knowledge
New business focus
Client relationship management
Sales targeting
Strategic reviews

Education

Cert CII

Job description

Lloyd & Whyte, part of Benefact Group, is seeking a Desktop Executive for their Exeter office. You will lead client relationships, drive sales, meet renewal targets, and identify new business opportunities through strategic reviews and expert advice to support growth.

Join a collaborative culture with a strong emphasis on service excellence within the UK Commercial Insurance sector. The role offers a permanent contract and a starting salary around £40,000 with bonus potential and benefits.

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