Desktop Executive

We are looking for a Desktop Executive to join Community Broking in our Exeter office. Competitive salary, excellent benefits and hybrid working.

Salary: Starting from £40,000.00 (depending on experience) + benefits & bonus potential

Working hours: 35 hours per week, Monday - Friday

Duration: Permanent

Location: Exeter

About the role

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

We're looking for an experienced Desktop Executive, keen on delivering outstanding service and driving meaningful impact in the insurance sector. As a Desktop 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

• Motivated and driven to build business success

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 looking to further accelerate business development by welcoming a skilled Desktop Executive 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. 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. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

If you need any additional support during the recruitment process, then please let us know.

*Directory of Social Change’s UK Guides to Company Giving 2017-26

Company

Lloyd & Whyte

Role

Broking and Advisory

Locations

Exeter

Remote status

Hybrid

Employment type

Permanent - Full Time