Account Executive

About the role

Lloyd & Whyte, a proud part of Benefact Group, is seeking talented Account Executives to join their Community Broking division in South Wales. Since 2021, they've grown through acquisitions, enhancing their local presence with six branches. They aim to bring insurance back to its roots, focusing on risk management, expert advice, and client-first service.

What you'll be doing

• 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 maximize 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 maximize commercial opportunities and represent Lloyd & Whyte professionally at external events and industry forums.

What you'll need to have

• Expert knowledge of and proven experience within the UK Commercial Insurance Industry, specifically in a new business-focused role.
• Commercial acumen with a track record of delivering profitable growth.
• Cert CII qualification (or qualified by experience).

What we offer

• 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, including 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.

Why join us?

We are a collaborative and inclusive culture committed to making a difference and building a more sustainable future. Ranked among 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. All profits go to charity and good causes.

Hear from the hiring manager

"Having experienced significant growth across the South West and South Wales regions since our formation in 2021, Lloyd & Whyte Community Broking is now looking to further accelerate business development by welcoming skilled Account Executives 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."