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Account Executive
Benefact GroupAccount Executive driving commercial insurance sales, renewals, and client growth for Lloyd & Whyte. Managing relationships and new business across South Wales offices.
Posted 9/7/2026full-timeCardiff • 🇬🇧 United KingdomMid-LevelSenior💰 £45,000 - £55,000 per yearWebsite
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expert knowledge of the UK Commercial Insurance Industry and a proven ability to develop new business opportunities while achieving sales and renewal targets. Strong relationship management skills are essential for maximizing cross-sell opportunities and driving profitable growth.
Highest-signal resume keywords
UK Commercial Insurance ExpertiseSales Target AchievementNew Business DevelopmentCert CII QualificationAccount Executive Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Target AchievementNew Business DevelopmentCross-SellingActivity TrackingStrategic Client Engagement
Soft Skills
Relationship ManagementCommercial AcumenProactive ProspectingEffective Communication
Tools & Technologies
Diary SystemsActivity Tracking Systems
Certifications & Qualifications
Cert CII QualificationDiploma in Insurance
Industry Keywords
UK Commercial InsuranceClient RelationshipsIncome GenerationStrategic ReviewsOutbound Campaigns
About the role
Key responsibilities & impact- Lead client relationships
- Meet sales and renewal targets
- Unlock new business opportunities through strategic reviews and expert advice
- Achieve individual and team targets through proactive prospecting, outbound campaigns, and strategic client engagement
- Build and maintain strong relationships via review meetings, mid-term visits, and tailored advice
- Maximise cross-sell opportunities
- Manage leads, meetings, and income generation through effective diary systems, activity tracking, and SMART time/resource planning
- Partner with colleagues to maximise commercial opportunities
- Represent Lloyd & Whyte professionally at external events and industry forums
Requirements
What you’ll need- Expert knowledge of and proven experience within the UK Commercial Insurance Industry
- Experience specifically within a new business focused role
- Commercial acumen with a track record of delivering profitable growth
- Cert CII qualification (or qualified by experience)
- Diploma in Insurance is advantageous
- Experienced Account Executive
- Ability to meet sales and renewal targets
- Ability to develop new business opportunities through strategic reviews and expert advice
Benefits
Comp & perks- 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
- Hybrid working
- Career and development opportunities