Customer Service Assistant jobs in United States

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

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Swansea / St. Clears / Llanelli / Taunton / Exeter / Tiverton

Lloyd & Whyte, part of Benefact Group, seeks Account Executives for the Community Broking division in South Wales/West offices. Since 2021, we have grown through acquisitions across the South West and South Wales, strengthening local presence across six branches. We are a 2* employer in Community Broking and were ranked among the UK’s top 50 best large companies to work for in 2024. We bring insurance back to its roots, adding real value through specialist risk management, expert advice, and client‑first service. As an Account Executive in our Farming & Agricultural sector, you will lead client relationships, meet sales and renewal targets, and unlock new business opportunities through strategic reviews and expert advice.

Collaborative, inclusive culture and a commitment to sustainability. Career development within a group where all profits go to charity and good causes.

• 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.

• 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).

• Diploma in Insurance (or willing to work towards).
• Proven experience working in Insurance within the Farming/Agricultural sector.

• 28 days annual leave plus bank holidays.
• Your birthday off.
• Group Personal Pension.
• Bonus scheme.
• 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.

"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 offers a range of specialist insurance services to commercial and personal clients across the UK. Our collective commitment to community and charitable giving is a core part of our culture.

If you need any additional support during the recruitment process, please let us know.

We welcome applications from everyone.