Job Description

Salary:

Up to 43,000.00 (depending on experience) plus bonus potential

Working hours:

35

Duration:

Permanent

Location:

Swansea

About the role

Lloyd & Whyte

, who are proudly part of

Benefact Group

, are looking for talented

Account Executives

to join our

Community Broking team in their

Swansea

office.

This role will see the successful individual supporting the wider Community Broking Team(s) to

deliver sales and renewal income targets

through effective sales and

relationship management

techniques. Conducting effective client review meetings with existing and new clients to

maximise business opportunities

supporting the business strategy.
We are looking for enthusiastic insurance professionals looking for their next career move, and are open to applications across the South West & South Wales.
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 responsibilitiesAchieve individual and team targets as set and agreed
Identification of new prospects, decision makers and renewal dates, using our prospect database and own research being proactive to outbound call and run individual regional campaigns
Handling, and 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 review ensuring high levels of service making sure clients' needs are met and expectations are exceeded maximising cross sell opportunities at all times
Ongoing focus on relationship management with existing key clients through client review meetings and other forms of communication
SMART and effective management of time and resource to maximise opportunity to visit all relevant clients in a cost effective way including mid-term client meetings
Work in partnership with all colleagues in the commercial development team as required to maximise opportunities
Presentation in partnership with all colleagues in the commercial development team as required to maximise opportunities
Underwrite scheme policies in line with underwriting authority levels and referral guidelines
Ensure focused on collection of client money within company guidelines
Assist in the development of payment plans through cross selling, and assisting with new plan customers and the growth of existing plans
To be professional when representing Lloyd & Whyte Ltd at external events, e.g. relevant conferences/events and customer visits
Identify and research potential new markets, products, prospects and introducers
Knowledge, skills and experience

Demonstrable experience working within the UK Insurance Market
Previous experience within a similar AE/Sales role
Cert CII qualification (or qualified by experience)

What we offer28days 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. 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 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*