Commercial Account Executive

Join to apply for the Commercial Account Executive role at Lloyd & Whyte.

Salary:
Starting from £35,000.00 (depending on experience) plus bonus potential.

Working hours:

35 hours per week.

Duration:
Permanent.

Location:

Totnes.

LLoyd & Whyte, part of Benefact Group, seeks a Commercial Account Executive to join the Nature save team in Totnes. Nature save is an award‑winning insurance broker with over 30 years of experience in ethical and sustainable personal and commercial insurance. The role focuses on delivering sales income targets through effective sales and relationship management, conducting client review meetings to maximise business opportunities and support the business strategy.

We offer a collaborative and inclusive culture committed to sustainability, recognised among the UK's 15 Best Big Companies to Work For in 2025. As part of the Benefact Group, all profits go to charity and good causes.

• Identify new prospects, decision makers, and tender dates; proactively manage outbound calling and run individual national and regional campaigns.
• Handle and re‑organise new leads and client meetings.
• Provide professional support and advice to customers through reviews, ensuring high service levels and exceeding expectations to maximise cross‑sell opportunities.
• Focus on relationship management with existing key clients through review meetings and other communication.
• Manage time and resources SMARTly to maximise visits to all relevant clients cost‑effectively, including mid‑term meetings.

• Confident communication, relationship management, and rapport building face‑to‑face.
• Tenacious, positive, and pro‑active approach to challenges and opportunities.
• Motivated, deadline‑driven, and enthusiastic in meeting and exceeding targets.
• Effective communication with team members, working flexibly.
• Ability to work in a regulated, compliant, client‑focused environment.

• Hold or be willing to work towards a Chartered Insurance Institute Certificate in Insurance.

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

At Nature save, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a growing & developing team where your work protects communities and the environment.