Job Title

Salary: Up to 43,000.00 (depending on experience) plus bonus potentialWorking hours: 35Ensure all your application information is up to date and in order before applying for this opportunity.Duration: PermanentLocation: ExeterAbout the roleLloyd & Whyte, who are proudly part of Benefact Group, are looking for talented Account Executives to join our Community Broking team in their Exeter office.This role will see the successful individual supporting the wider Community Broking Team(s) to deliver sales and renewal income targets through effective sales and relationship management techniques. Conducting effective client review meetings with existing and new clients to maximise business opportunities supporting the business strategy.We are looking for enthusiastic insurance professionals looking for their next career move, and are open to applications across the South West & South Wales.Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.Key responsibilitiesAchieve individual and team targets as set and agreedIdentification of new prospects, decision makers and renewal dates, using our prospect database and own research being proactive to outbound call and run individual regional campaignsHandling, and potential reorganisation, of new leads and client meetingsMaintain a comprehensive diary system and activity log to manage day to day income generationProvide professional support and advice to customers through review ensuring high levels of service making sure clients needs are met and expectations are exceeded maximising cross sell opportunities at all timesOngoing focus on relationship management with existing key clients through client review meetings and other forms of communicationSMART and effective management of time and resource to maximise opportunity to visit all relevant clients in a cost effective way including mid-term client meetingsWork in partnership with all colleagues in the commercial development team as required to maximise opportunitiesPresentation in partnership with all colleagues in the commercial development team as required to maximise opportunitiesUnderwrite scheme policies in line with underwriting authority levels and referral guidelinesEnsure focused on collection of client money within company guidelinesAssist in the development of payment plans through cross selling, and assisting with new plan customers and the growth of existing plansTo be professional when representing Lloyd & Whyte Ltd at external events, e.g. relevant conferences/events and customer visitsIdentify and research potential new markets, products, prospects and introducersKnowledge, skills and experienceDemonstrable experience working within the UK Insurance MarketPrevious experience within a similar AE/Sales roleCert CII qualification (or qualified by experience)What we offer28 days annual leave plus bank holidaysYour birthday offGroup Personal PensionBonus schemeA holiday buy schemeAn array of health and wellbeing benefits, company cash plan, income protection and life assuranceEnhanced sick pay and parental leaveSupport and funding toward study and professional qualificationsPaid time off for volunteeringLloyd & 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.Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UKs 3rd largest corporate donor, having given away 200 million since 2016. We have ambitious plans to become the UKs number one corporate donor, with strategic objectives in place to double the Groups size.We believe its essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.If you need any additional support during the recruitment process, then please let us know.#J-18808-Ljbffr