Desktop Executive

Salary: Starting from £40,000.00 (depending on experience) + benefits & bonus potential

Working hours: 35 hours per week, Monday - Friday

Duration: Permanent

Location: Exeter

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

We're looking for an experienced Desktop Executive
, keen on delivering outstanding service and driving meaningful impact in the insurance sector. As a Desktop 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 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.

• 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)

• Motivated and driven to build business success

• 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 looking to further accelerate business development by welcoming a skilled Desktop Executive 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 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…