Benefact Group

Account Executive

Benefact Group
Posted 10/20/2026full-timeTaunton • United KingdomMid-LevelSenior💰 £55,000 per yearWebsite
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Core Competencies

Role fit
Core 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 achieve sales and renewal targets through strategic client engagement and proactive prospecting. Strong commercial acumen and a passion for delivering outstanding service are essential for driving profitable growth.

Highest-signal resume keywords
UK Commercial Insurance ExpertiseSales Target AchievementClient Relationship ManagementCert CII QualificationCommercial Acumen

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 (stands out)
  • Ability to achieve sales and renewal targets
  • Passionate and determined approach to delivering outstanding service

Benefits

Comp & perks
  • 28 days annual leave plus bank holidays
  • Your birthday off
  • Group Personal Pension
  • Bonus scheme
  • A holiday buy scheme
  • Health and wellbeing benefits
  • Company cash plan
  • Income protection
  • 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

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Sales StrategyProspectingActivity TrackingCross-SellingIncome Generation
Soft Skills
Relationship BuildingDeterminationPassion for Service
Tools & Technologies
Diary SystemsSMART Planning
Certifications & Qualifications
Cert CIIDiploma in Insurance
Industry Keywords
Commercial InsuranceNew Business FocusProfit GrowthClient EngagementStrategic Reviews