Job Description

Salary: Up to 343,000.00 (depending on experience) plus bonus potential
Working hours: 35 hours per week
Duration: Permanent
Location: Taunton
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Account Executive to join our Community Broking team in their Taunton 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 responsibilities

• Achieve 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 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. 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 3250 million since 2014. We have ambitious plans to become the UKs number one corporate donor, with strategic objectives in place to double the Groups size.
We believe its 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 Changes UK Guides to Company Giving 2017-26