Senior Client Executive (Specialist Insurance)
Lloyd and Whyte are looking for a commercial insurance expert to join their growing team at De Novo
Salary: £30,000.00 - £40,000.00 (Depending on Experience and Qualification Status) plus potential bonus earnings of up to £80,000
Working hours: 37.5 hours per week
Duration: Permanent
Location: West Midlands - with weekly presence required within our Malvern Office
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an experienced Senior Client Executive with a strong background in Commercial Insurance to join our De Novo Risk Solutions team in their Malvern office.
This role will involve managing an existing book of business, as well as being able to identify, attract and retain new clients in our core target industries, but predominantly within the Construction Sector.
Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.
Key responsibilities
- Provide a comprehensive Commercial insurance service to existing and potential new customers.
- Develop a significant level of technical and industry expertise within the construction sector, and to utilise this expertise when creating product propositions for our target clients
- To provide market leading risk management services, particularly with regards to construction risks
- In conjunction with your direct report, to prepare and agree monthly and annual sales forecasts, targets, plans and budgets for your respective sales area
- To be responsible for achievement of all sales forecasts, plans, programmes and budgets in your respective sales area
- Monitor performance against objectives, forecasts, plans, targets and budgets and provide regular feedback to the Development Director in this respect
- To identify and generate own leads via LinkedIn, cold calling, introducers, partnerships. The business shall also provide leads to you to supplement your own activities
- Identify, recommend and agree corrective action with the Development Director as appropriate, where deviations in performance below plans occur, or where other problems arise affecting sales or customer satisfaction
- To promote and maintain an internal and external brand of professionalism, expertise and excellence
- To assist with marketing efforts including the provision of content, attendance at industry events and other activities as may be required from time to time
Knowledge, skills and experience
- Demonstrable experience within the Commercial Insurance industry
- Proven experience within a similar level of role
- Chartered Insurance Institute Certificate in Insurance
- Self motivated, enthusiastic and target driven
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
About us
We are a unique financial services organisation, owned by a registered charity, Benefact Trust. We are a financially secure, professional and award-winning organisation. We pride ourselves in donating a significant proportion of our profits to good causes. To find out more about us and our fantastic achievements please visit https://benefactgroup.com/
Committed to making a difference
We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least half a day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.
Our people know how to work hard but also how to enjoy themselves! We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.
At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.
If you need any additional support during the
recruitment process, then please let us know.
- Company
- Lloyd & Whyte
- Locations
- Gloucester, Birmingham (Lloyd & Whyte), Cheltenham (Lloyd & Whyte)
- Remote status
- Hybrid Remote
- Employment type
- Permanent - Full Time
Senior Client Executive (Specialist Insurance)
Lloyd and Whyte are looking for a commercial insurance expert to join their growing team at De Novo
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