Commercial Account Executive

Ecclesiastical Insurance Group; United Kingdom; On-site; GBP 60,000 - GBP 80,000; Full time

Job summary

A leading insurance provider in Totnes is seeking a Commercial Account Executive. This role involves driving commercial insurance sales and managing client relationships. The ideal candidate will have experience in commercial insurance, excellent communication skills, and a proactive approach to challenges. This position offers competitive salary, bonuses, and numerous benefits including professional development opportunities. Join an ethical company committed to sustainability and community support.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Support towards professional qualifications

Paid time off for volunteering

Qualifications

• Experience in commercial insurance sales.
• Ability to build rapport with clients.
• Motivated to exceed sales targets.

Responsibilities

• Identify and pursue new commercial insurance leads.
• Conduct client meetings for reviewing insurance needs.
• Deliver excellent customer service and support.

Skills

Commercial insurance experience

Relationship management

Effective communication

Proactive approach

Team collaboration

Education

Chartered Insurance Institute Certificate in Insurance (or willingness to obtain)

Job description

Salary: Starting from £35,000.00 (depending on experience) plus bonus potential

Working hours: 35 hours per week

Duration: Permanent

Location: Totnes

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Commercial Account Executive to join our team at NatureSave in their Totnes office.

An exciting opportunity to join the growing team at NatureSave, an award winning Insurance Broker, with over 30 years’ experience in providing ethical and sustainable personal and commercial insurance.

The ideal candidate will be able to commute to our Totnes office on a weekly basis to deliver commercial insurance sales income targets through effective sales and relationship management techniques. They will conduct thorough client review meetings with both existing and new commercial insurance clients to maximise business opportunities and support the overall 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 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

• Identification of new commercial insurance prospects, key decision‑makers, and renewal or tender dates, using proactive market research to support outbound calling and the delivery of individual national and regional campaigns.
• Handling, prioritisation, and where appropriate reorganisation of new commercial insurance leads, along with arranging and conducting client meetings to progress opportunities effectively.
• Providing professional insurance support and advice to customers through structured policy and risk reviews, ensuring high service standards, meeting client needs, exceeding expectations, and maximising cross‑sell opportunities across commercial lines.
• Ongoing focus on relationship management with existing key commercial clients through regular review meetings and consistent communication to strengthen retention and identify emerging risks.
• SMART and effective management of time and resources to maximise opportunities to visit all relevant commercial clients in a cost‑effective way, including mid‑term review meetings.

What you'll need to have

• Previous experience working in Commercial insurance.
• Confident and capable in communicating, managing relationships and building rapport with clients face to face to provide an excellent client experience
• Tenacious, positive and pro‑active to new challenges and opportunities
• Motivated, deadline‑driven & enthusiastic towards meeting and exceeding targets
• Communicate effectively with other team members whilst working closely and flexibly
• Able to commute to our Totnes office on a weekly basis.

What makes you stand out

• Hold or willing to work towards a Chartered Insurance Institute Certificate in Insurance

What we offer

• 28days annual leave plus bank holidays
• Your birthday off
• Group Personal Pension
• Bonus schemeA holiday buy scheme
• An array of health and wellbeing benefits, company cash plan, income protection and life assurance
• Enhanced sick pay andparental leave
• Support and funding toward study and professional qualifications
• Paid time off forvolunteering

Hear from the hiring manager

"At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a growing & developing team where your work protects communities and the environment."

Lloyd & Whyteoffer 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 Benef 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