Trainee Account Executive Lloyd & Whyte · Devon, Somerset ·

Benefact Group plc; Taunton; On-site; GBP 30,000; Full time

Job summary

An innovative firm is seeking a Trainee Account Executive to join their Community Broking team in Taunton. This is a fantastic opportunity for those looking to advance their career in the insurance industry, with a personalized development plan aimed at progressing to Account Executive level within 12-18 months. The role focuses on achieving business income targets through expert client advice, relationship building, and proactive sales strategies. Join a purpose-led organization committed to inclusivity and personal growth, where your contributions will significantly impact the community and the company's success.

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

Paid time off for volunteering

Qualifications

• Experience in the UK Insurance Industry is essential.
• Ability to provide advice-based reviews and recommendations.

Responsibilities

• Achieve individual and team targets while providing excellent client service.
• Support business managers in identifying new prospects and maintaining client relationships.

Skills

Client Relationship Management

Sales Skills

Insurance Industry Knowledge

Communication Skills

Time Management

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Salary: Circa £30,000.00 (depending on experience) plus bonus package

Working hours: 35 hours per week

Duration: Permanent

Location: Somerset / Devon

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.

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

• 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

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 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.

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 an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

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

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