Insurance Sales Executive

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

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Exeter

Lloyd & Whyte, part of Benefact Group, is looking for an Insurance Sales Executive to join our Community Broking team in Exeter office.

As an Insurance Sales Executive, you will provide exceptional service and advice to clients to maximise client satisfaction. You will need to be ambitious to achieve new business and related product income targets, maintain the highest retention levels, and handle mid‑term adjustments, queries and claims in a timely, professional and accurate manner.

• Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards.
• Manage client relationships through visiting and arranging video meetings with clients when required.
• Provide holistic insurance reviews for clients, identifying and promoting related insurance products.
• Continuously improve and maintain own technical competence with in depth knowledge of all relevant products, market trends and underwriting guidelines.
• Provide on‑hand support and coaching to the team ensuring a consistent approach is adopted for process and advice.

• Creative and effective in helping to shape the team to focus on service, quality standards and efficiency.
• Confident and capable of building rapport over the telephone to provide an excellent client experience.
• Ability to work in a regulated, compliant and client‑focused environment.
• Organised, resourceful, deadline‑driven and supportive of the wider team.
• Driven to be pro‑active to new challenges and positively shape the desired opportunities and outcomes.

• Hold Chartered Insurance Institute Certificate in Insurance.

• 28 days annual leave plus bank holidays.
• 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.

We welcome applications from everyone.