Account Executive Lloyd & Whyte · Gloucester ·

Benefact group; Gloucester; On-site; GBP 45,000; Full time

Job summary

A leading financial services group in Gloucester seeks an Account Executive to join their Community Broking team. This role focuses on delivering exceptional client service and achieving sales targets through effective relationship management and client meetings. Candidates should possess a Chartered Insurance Institute Certificate and have strong experience in the UK commercial insurance industry. The company offers a competitive salary, comprehensive benefits, and opportunities for professional development, creating an inclusive workplace where every individual is valued.

Benefits

28 days annual leave plus bank holidays

Bonus scheme

Group Personal Pension

Paid time off for volunteering

Health and wellbeing benefits

Qualifications

• Proven experience in and expert knowledge of the UK commercial insurance industry.
• Ability to work in a regulated, compliant, and client-focused environment.
• Resourceful, organised, and deadline-driven.

Responsibilities

• Deliver sales income targets through effective relationship management.
• Conduct client review meetings to maximize business opportunities.
• Identify new prospects and run national and regional campaigns.

Skills

Communication skills

Relationship management

Time management

Education

Chartered Insurance Institute Certificate in Insurance

Chartered Insurance Institute Diploma in Insurance (or willingness to work towards)

Job description

Salary: Circa £45,000 plus on target earnings

Working hours: 35 per week

Duration: Permanent

Location: Gloucester

About the role

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

An exciting opportunity to join a brand new branch in our Gloucester office. Community Broking are expanding and developing a new business in Gloucester, an extension on their existing 7 branches across the South West and South Wales. This is a unique chance to be part of the growth of the business, with great opportunities for development.

As an Account Executive, you will deliver sales 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.

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 top 50 Best Large Companies to Work For in 2024, 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

• Provide professional support and advice to clients by delivering exceptional levels of service, providing holistic insurance reviews whilst maximising appropriate cross selling opportunities, to ultimately exceed client expectations and ensure individual needs are met.
• Identification of new prospects, decision makers and tender dates, using own research being proactive to outbound call and run individual national and regional campaigns.
• Where appropriate, provide a comprehensive search of the market to ensure a competitive products are offered in accordance with the clients’ needs.
• Ongoing focus on relationship management with existing key clients through client review meetings and other forms of communication.
• Work with underwriters to administer new business policies within company guidelines.

What you'll need to have

• Chartered Insurance Institute Certificate in Insurance.
• Proven experience in and expert knowledge of the UK commercial insurance industry.
• Confident ability to communicate, manage relationships and build rapport with clients face to face to provide an excellent client experience.
• Ability to work in a regulated, compliant and client focused environment.
• Resourceful, organised and deadline driven with good time management and self-motivation.

What makes you stand out

• Chartered Insurance Institute 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

“Lloyd & Whyte Community broking is focused on bringing insurance back to the community! Focusing on delivering excellent client service and solving client’s cover and claims issues. A team in Gloucester is a sign of our ambitions to grow our business in the town where our parent company are based, the Benefact Group”

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 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