Desktop Executive Lloyd & Whyte · Exeter ·

Benefact Group plc; Exeter; On-site; GBP 36,000 - 44,000; Full time

Benefits offered by this job

28days annual leave

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Income protection

Life assurance

Job summary

Benefact Group plc is seeking a Desktop Executive for the Lloyd & Whyte Community Broking team in Exeter. You will lead client relationships, drive sales and renewals, and unlock new business opportunities through strategic reviews and expert advice, supporting our growth strategy.

This permanent, full-time role offers 28 days leave, a pension, bonus potential, and a range of health and wellbeing benefits. Working hours are 35 per week, Monday to Friday, in Exeter.

Qualifications

• Expert knowledge of the UK Commercial Insurance industry and new business focus.
• Proven track record of delivering profitable growth.
• Strong client engagement and advisory skills.

Responsibilities

• Drive sales & growth through proactive prospecting and campaigns.
• Manage client relationships via reviews and visits, cross-sell opportunities.
• Ensure operational excellence with diary systems, meetings, and income tracking.
• Represent Lloyd & Whyte professionally at external events and industry forums.

Skills

Sales experience

Client relationship management

New business development

Education

Cert CII qualification (or qualified by experience)

Job description

Salary: Starting from £40,000.00 (depending on experience) + benefits & bonus potential

Working hours: 35 hours per week, Monday - Friday

Duration: Permanent

Location: Exeter

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Desktop Executive to join our Community Brokingteam in their Exeter office.

We're looking for an experienced Desktop Executive, keen on delivering outstanding service and driving meaningful impact in the insurance sector. As a Desktop 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

• Motivated and driven to build business success

What we offer

• 28days 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