Account Executive

We are looking for an Account Executive to join Community Broking in our Somerset offices. Competitive salary, excellent benefits and hybrid working.

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

Working hours: 35 hours per week

Duration: Permanent

Location: Somerset

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for Account Executive's to join our Community Broking team in their

Somersetoffices.

Since 2021, we’ve grown rapidly through the acquisition of independent brokers across the South West and South Wales strengthening our local presence across 6 branches with commitment to personal, community based insurance. We’re bringing insurance back to its roots, adding real value through specialist risk management, expert advice, and client-first service.

We are always open to new talent and are seeking passionate and determined individuals to join our growing business across the above regions. Looking for experienced Account Executives keen on delivering outstanding service and driving meaningful impact in the insurance sector. As an Account 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.

Why join us?

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.

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 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.

What you'll need to have

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)

What makes you stand out

Diploma in Insurance (or willing to work towards)

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, 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

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."

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients...

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