Account Executive

Lloyd & Whyte Ltd; United Kingdom; Hybrid; GBP 45,000 - 55,000; Full time

Job summary

A community-focused insurance company in the UK is seeking an experienced Account Executive to lead client relationships and drive sales growth. The ideal candidate will possess expert knowledge in the UK Commercial Insurance industry and a proven track record of delivering results in a new business-focused role. This position offers a supportive work environment with a commitment to personal and career development, alongside competitive benefits and a collaborative culture.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Support towards study and qualifications

Paid time off for volunteering

Qualifications

• Proven experience within a new business focused role.
• Track record of delivering profitable growth.
• Willingness to work towards Diploma in Insurance.

Responsibilities

• Drive individual and team targets through proactive prospecting and campaigns.
• Build and maintain strong client relationships.
• Manage leads and income generation effectively.
• Represent the company professionally at events.

Skills

Expert knowledge of UK Commercial Insurance

Commercial acumen

Client Relationship Management

Education

Cert CII qualification

Job description

Salary: £45,000.00 - £55,000.00 (depending on experience & negotiable) plus bonus

Working hours: 35 hours per week

Duration: Permanent

Location: Swansea / St. Clears / Llanelli

About The Role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for talented Account Executives to join our Community Broking division in their South Wales offices.

Since 2021, we’ve grown rapidly through the acquisition of independent brokers across the South West and South Wales strengthening our local presence across 6 branches with commitment to personal, community based insurance. Achieving best companies 2* employer in Community Broking, as of October 2025 & exceptional trust pilot reviews to accredit the growth and development of the business.

We’re bringing insurance back to its roots, adding real value through specialist risk management, expert advice, and client-first service.

As we continue to grow across the above regions, we're seeking passionate and determined individuals keen on delivering outstanding service and driving meaningful impact in the insurance sector. As an Account 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

• Diploma in Insurance (or willing to work towards).

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

Hear from the hiring manager

"Having experienced significant growth across the South West and South Wales regions since our formation in 2021, Lloyd & Whyte Community Broking is now looking to further accelerate business development by welcoming skilled Account Executives to our expanding team in both areas. This is an exciting time to join us, as we continue to build momentum. So if you're a commercially minded professional, eager to advance your insurance career, we’d be delighted to hear from you."

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