Account Handler

Lloyd & Whyte; Gloucester; On-site; GBP 32,000 - 37,000; Full time

Job summary

A leading insurance company seeks an Account Handler in Gloucester to enhance client relations and deliver high-quality service. The role involves managing insurance policies, addressing client inquiries, and working collaboratively within a passionate team. The company values development and offers a supportive environment, making it a fantastic opportunity for those in the insurance sector.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Paid time off for volunteering

Qualifications

• Experience in the UK insurance industry.
• Confident in building rapport with clients.
• Ability to work in a regulated and compliant environment.

Responsibilities

• Provide exceptional service and advice to clients.
• Ensure timely and accurate policy administration.
• Support complaints handling and risk compliance.

Skills

Client Relationship Management

Detail Orientation

Problem Solving

Education

Chartered Insurance Institute Certificate in Insurance

Chartered Insurance Institute Diploma in Insurance

Job description

Salary: £32,000 plus on target earnings

Working hours: 35 per week

Duration: Permanent

Location: Gloucester

About The Role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Account Handler to join our Community Brokingteam in their Gloucester office.

As an Account Handler, you will provide exceptional service and advice to clients in order to maximise client satisfaction, achieving new business and related product income targets, maintaining the highest retention levels in support of the overall business strategy and handling mid-term adjustments, queries and claims in a timely professional and accurate manner.

Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group—where all profits go to charity and good causes.

What You'll Be Doing

• Be an expert in providing holistic insurance reviews for commercial clients, identifying and promoting related insurance products working with both new and existing business clients
• Ensure all policy administration is completed accurately and in a timely manner, working closely with both your Account Executive and our Risk & Compliance team.
• Provide support and direction to the complaints handler and ensure all complaints handling requirements are met including reporting of all complaints to the relevant person
• Continuously improve and maintain own technical competence with an in depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work
• Underwrite any scheme policies in line with underwriting levels and referral guidelines
  
  

What You'll Need To Have

• Chartered Insurance Institute Certificate in Insurance.
• Proven experience working within the UK insurance industry.
• Confident and capable of building rapport over the telephone to provide an excellent client experience.
• Ability to work in a regulated, compliant and client focused environment with excellent attention to detail.
• Organised, resourceful, deadline driven and supportive of the wider team
  
  

What Makes You Stand Out

• Chartered Insurance Institute Diploma in Insurance (or willing to work towards).
  
  

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
  
  

Hear from the hiring manager

“Lloyd & Whyte Community broking is focused on bringing insurance back to the community! Focusing on delivering excellent client service and solving client’s cover and claims issues. A team in Gloucester is a sign of our ambitions to grow our business in the town where our parent company are based, the Benefact Group"

• Paul Short, Managing Director of Community Broking Division & Membership Plans
  
  

Lloyd & Whyte offer a range of specialist insurance services to a variety of clients. Our specialisms range from niche scheme insurance for Healthcare professionals to expert insurance for commercial motor vehicles and professional broker-to-broker insurance services. We also have a wide range of personal insurance services that cover homeowners from standard houses through to thatch & listed character properties and high value homes. The Lloyd & Whyte Group is split into five different client divisions which include multiple companies and brands.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. We have ambitious plans to become the UK’s number one corporate donor, with strategic objectives in place to double the Group’s size.

We believe it’s essential to attract, empower, grow and reward talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

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.

• Directory of Social Change’s UK Guides to Company Giving 2017-26