Account Executive

Benefact Group

Account Executive driving sales and nurturing client relationships in the insurance industry. Achieving targets through prospecting and strategic advice in a hybrid work environment.

Posted 6/20/2026full-timeTaunton • 🇬🇧 United KingdomMid-LevelSenior💰 £55,000 per yearWebsite

About the role

Key responsibilities & impact

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 to exceed client expectations and 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 and 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
Commercial acumen with a track record of delivering profitable growth
Cert CII qualification (or qualified by experience)
Diploma in Insurance

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

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

proactive prospectingclient engagementrelationship buildingstrategic adviceactivity trackingtime/resource planningcommercial acumenteam collaborationcommunicationclient expectations management

Certifications

Cert CIIDiploma in Insurance