Trainee Account Executive

Benefact Group; Scotland; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading insurance service provider seeks a Trainee Account Executive to join the Community Broking team in Taunton. This role focuses on achieving business income targets through client advice, relationship management, and sales. You will benefit from a personalized development plan aimed at advancement to Account Executive within 12-18 months, and enjoy diverse benefits including annual leave and professional development support.

Benefits

28 days annual leave plus bank holidays

Paid time off for volunteering

Health and wellbeing benefits

Support for professional qualifications

Enhanced sick pay and parental leave

Qualifications

• Demonstrable experience in the UK Insurance Industry.
• Previous experience as an Insurance Adviser/Consultant preferred.
• Confident in client communication and managing relationships.

Responsibilities

• Meet individual and team targets for existing and new business revenue.
• Provide excellent client service and handle inquiries.
• Support new business prospecting and client relationship management.

Skills

Communication

Relationship Management

Sales

Time Management

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Working hours: 35 hours per week

Duration: Permanent

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Trainee Account Executive to join our Community Broking team, based in their Taunton office.

This role will be part of a personalised development and training plan, with a view to progressing to Account Executive level within a 12-18 month period; the ideal next step for those wishing to progress within their insurance career.

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The core purpose of this role will be to help deliver existing and new business income targets, focusing on the provision of expert client advice, relationship building and sales as well as pipeline management supporting the business strategy.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key responsibilities

• Achieve individual and team targets as set and agreed
• Provision of existing business client service; dealing and assisting with client queries, mid term adjustments and renewals
• Supporting business managers with the identification of new prospects, decision makers and renewal dates, using own research, building prospect databases and being proactive in support of new business strategy
• Handling and supporting with the potential reorganisation of new leads and client meetings
• Maintain a comprehensive diary system and activity log to manage day to day income generation
• Provide professional support and advice to customers through client review methods delivering high levels of service making sure clients’ needs are met and expectations are exceeded
• Ongoing focus on relationship management with existing key clients through various channels
• Work closely with Insurance Consultants and Account Handlers to administer both new and existing policies
• Ensure there is focus on collection of client money within company guidelines
• Maintain and develop own technical competence in line with client review focus
• To be professional when representing Lloyd & Whyte CB at external events, e.g. relevant conferences/events and customer visits
• Support colleagues from all areas of the business as required

Knowledge, skills and experience

• Demonstrable experience within the UK Insurance Industry
• Previous experience within an Insurance Adviser/Consultant role
• Chartered Insurance Institute Certificate in Insurance, (hold or working towards)
• Confident and capable in communicating, managing relationships and building rapport with clients face to face to provide an excellent client experience
• Ability to provide holistic, advice based reviews and recommendations to clients
• Tenacious, positive and pro-active to new challenges and opportunities
• Motivated & enthusiastic towards meeting and exceeding targets
• Resourceful, organised and deadline driven with good time management and self-motivation

What we offer

• 28days annual leave plus bank holidays
• Your birthday off
• An array of health and wellbeing benefits, company cash plan, income protection and life assurance
• Enhanced sick pay andparental leave
• Support and funding toward study and professional qualifications
• Paid time off forvolunteering

Lloyd & Whyteoffer 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 professional 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. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place 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, has 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 aninclusive culture and building an environment where each and every one of usfeels valued and respected. We are a community made up of people with arange of different backgrounds, abilities, perspectives, beliefs and interestsand we value the strength this brings to us as a Group. We welcome applicationsfrom everyone.

If you need any additional support during therecruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26

Please note that if you are NOT a passport holder of the country for the vacancy you might need a work permit. Check our Blog for more information.

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Created on 02/06/2025 by TN United Kingdom