Account Executive

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

Working hours: 35 hours per week

Duration: Permanent

Location: Taunton / Exeter / Tiverton

Lloyd & Whyte, part of Benefact Group, is looking for talented Account Executives to join our Community Broking division in our South West 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 six branches with a commitment to personal, community‑based insurance. We’re bringing insurance back to its roots, adding real value through specialist risk management, expert advice, and client‑first service.

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.

Join a collaborative and inclusive culture committed to making a difference and building a more sustainable future. Ranked among 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.

• 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).

• 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

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. 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 provide a wide range of personal insurance services covering homeowners from standard houses through to thatch and listed character properties and high‑value homes.

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 third largest UK corporate donor over a decade, having given away £250 million since 2014. 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.