Account Handler

Lloyd & Whyte; Exeter; On-site; GBP 35,000 - 41,000; Full time

Job summary

A leading company in Exeter is seeking an Account Handler to join their Community Broking team. This role offers a chance to provide exceptional service and advice to clients, ensuring high satisfaction and retention levels. You will achieve business targets, manage client relationships, and support team development while enjoying a supportive work environment with opportunities for career growth.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Pension

Bonus scheme

Health benefits

Qualifications

• Demonstrate company values: Fun, Supportive, Professional, Partnership, Ambitious.
• Inspire through coaching and training.

Responsibilities

• Achieve individual objectives and KPIs.
• Provide holistic insurance reviews and promote related products.
• Manage client relationships and conduct meetings.

Skills

Organized

Detail-oriented

Proactive

IT literate

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 for our Community Broking team in Exeter.

Join our expanding and innovative group for a career development opportunity within an inclusive, purpose-led organization.

Provide exceptional service and advice to clients to maximize satisfaction, achieve new business and product income targets, maintain high retention levels, and handle adjustments, queries, and claims professionally and accurately.

Key Responsibilities

1. Achieve individual objectives and KPIs.
2. Provide holistic insurance reviews, identify, and promote related insurance products for new and existing clients.
3. Meet new business income, retention targets, and service KPIs.
4. Maintain a comprehensive diary and activity log.
5. Manage client relationships and conduct meetings as required.
6. Attend exhibitions and share market information with your manager.
7. Collaborate with teams to maximize client opportunities.
8. Support team development, ensure procedures are followed, and promote company values.
9. Assist in process improvements, maintain technical knowledge, and handle complex referrals.
10. Underwrite policies per guidelines, support complaints and claims processes, and ensure client money collection.
11. Research new products and refer issues outside your expertise.

Knowledge, Skills, and Experience

• Demonstrate company values: Fun, Supportive, Professional, Partnership, Ambitious.
• Inspire through coaching and training.
• Build rapport, work in regulated environments, and be organized and detail-oriented.
• Be proactive, IT literate, and possibly hold or be willing to work towards Chartered Insurance Institute Certificate in Insurance.

What We Offer

• 28 days annual leave plus bank holidays, your birthday off.
• Group Pension, bonus scheme, health benefits, and more.

Lloyd & Whyte offers specialist insurance services across various client divisions. Benefact Group is a large, charity-owned financial services group committed to social impact and growth, fostering a culture of kindness, ambition, and diversity.

We are committed to inclusion and encourage applications from all backgrounds. If you need support during the recruitment process, please let us know.