Account Executive

Salary: Up to £55,000.00 (depending on experience) + benefits & bonus potential

Working hours: 35 hours per week, Monday - Friday

Duration: Permanent

Location: Taunton / Exeter / Gloucester

Lloyd & Whyte, part of Benefact Group, are looking for Account Executives to join our Community Broking team in their South West offices. We are seeking experienced Account Executives who are passionate and determined to deliver outstanding service and drive meaningful impact in the insurance sector. As an Account Executive, you will lead client relationships, meet sales and renewal targets, and unlock new business opportunities through strategic reviews and expert advice, supporting our wider growth strategy.

• 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.

• 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.

We welcome applications from everyone.