Account Executive

The Account Executive position centres on operational Excellence - Manage leads, meetings, and income generation through effective diary systems, activity tracking, and SMART time/resource planning. It would suit someone who can bring driving Sales & Growth - Achieve individual and team targets through proactive prospecting, outbound campaigns, and strategic client engagement to the role.

What the work leans on

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. 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 commitm.

Where the technical work sits

• Operational Excellence - Manage leads, meetings, and income generation through effective diary systems, activity tracking, and SMART time/resource planning.
• Client Relationship Management - Build and maintain strong relationships via review meetings, mid-term visits, and tailored advice to exceed client expectations and maximise cross-.
• An array of health and wellbeing benefits, company cash plan, income protection and life assurance.

Technical requirements

• Expert knowledge of and proven experience within the UK Commercial Insurance Industry, specifically within a new business focused role.
• Cert CII qualification (or qualified by experience).
• We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development.

What helps delivery stay steady

Driving Sales & Growth - Achieve individual and team targets through proactive prospecting, outbound campaigns, and strategic client engagement. Collaborative & Professional Representation - Partner with colleagues to maximise commercial opportunities and represent Lloyd & Whyte professionally at external events and industr. Strong professional approach.

Practical details

• Up to £55,000.00 (depending on experience) + benefits & bonus potential.
• 35 hours per week, Monday - Friday.
• 28 days annual leave plus bank holidays.
• Additional detail: Bonus opportunities may be available.