Account Handler

Benefact Group plc; Exeter; On-site; GBP 35,000 - 41,000; Full time

Job summary

A leading company in financial services is seeking an Account Handler for their Community Broking team in Exeter. This role offers a chance for career growth in an inclusive environment. Responsibilities include managing client relationships, achieving KPIs, and collaborating with teams. The company values diversity and supports professional development.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Support for study and professional qualifications

Paid volunteering days

Qualifications

• Experience in a regulated, compliant environment.
• Ability to motivate through coaching and training.

Responsibilities

• Achieve individual objectives and KPIs.
• Manage client relationships and arrange meetings.
• Support team development and promote customer focus.

Skills

Organizational Skills

Attention to Detail

IT Literacy

Analytical Skills

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Salary: Starting from £35,000.00 (depending on experience) + benefits

Working hours: 35 hours per week

Duration: Permanent

Location: Exeter

About the role

Lloyd & Whyte, part of Benefact Group, is seeking an Account Handler to join our Community Broking team in Exeter.

This role offers a great opportunity for career development within an inclusive, purpose-led organization.

Key responsibilities

1. Achieve individual objectives and KPIs.
2. Provide holistic insurance reviews, identify and promote related products for both new and existing clients.
3. Meet new business and retention targets, service KPIs, and workflow standards.
4. Maintain comprehensive diary and activity logs.
5. Manage client relationships as required.
6. Arrange client meetings via video or in person.
7. Represent the company professionally at exhibitions.
8. Share market information and trends with your line manager.
9. Collaborate with teams to maximize client opportunities.
10. Support team development through coaching and ensuring procedures are followed.
11. Promote a culture of customer focus and 'Treating Customers Fairly.'
12. Assist in team competency sign-offs and assessments.
13. Review and improve processes and systems.
14. Maintain technical knowledge of products, trends, and underwriting guidelines.
15. Underwrite scheme policies according to guidelines.
16. Support complaints handling and ensure compliance.
17. Ensure proper collection of client money and timely claims processing.
18. Research new insurance products and introducers.
19. Refer issues outside your expertise to colleagues or managers.

Knowledge, skills, and experience

1. Demonstrate values of fun, support, professionalism, partnership, and ambition.
2. Motivate through coaching and training.
3. Build rapport confidently over the phone.
4. Work in a regulated, compliant environment.
5. Be organized, resourceful, and deadline-driven.
6. Have attention to detail and be proactive.
7. Be IT literate and analytical.
8. Hold or be willing to work towards Chartered Insurance Institute Certificate in Insurance.

What we offer

1. 28 days annual leave plus bank holidays.
2. Your birthday off.
3. Group Personal Pension.
4. Bonus scheme.
5. Holiday buy scheme.
6. Health and wellbeing benefits, including cash plan, income protection, and life assurance.
7. Enhanced sick pay and parental leave.
8. Support for study and professional qualifications.
9. Paid volunteering days.

Lloyd & Whyte offers specialized insurance services across various client sectors, including niche schemes and personal insurance for high-value homes.

Benefact Group is an international financial services group owned by a charity, committed to social impact and corporate giving, aiming to double its size and increase its charitable donations.

We value diversity and are committed to an inclusive culture. We welcome applications from all backgrounds and are happy to provide support during the recruitment process.