Account Handler

Benefact Group plc; Tiverton; On-site; GBP 30,000 - 40,000; Full time

Job summary

Join a dynamic and purpose-led organization as an Account Handler in Tiverton. This role involves providing exceptional service to clients, achieving business targets, and supporting a culture of excellence. You'll be responsible for managing client relationships, conducting insurance reviews, and helping your team succeed. With a commitment to personal development and a supportive environment, this position offers a fantastic opportunity to grow your career in a rapidly expanding group. If you're passionate about service and want to make a difference, this is the role for you!

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Support for professional qualifications

Paid time off for volunteering

Qualifications

• Proven ability to manage client relationships and provide excellent service.
• Experience in a regulated, client-focused environment.

Responsibilities

• Achieve individual objectives and deliver exceptional client service.
• Provide holistic insurance reviews and promote related products.

Skills

Client Relationship Management

Insurance Knowledge

Motivational Coaching

Analytical Skills

Organizational Skills

Attention to Detail

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Salary: Starting from £30,000.00 (depending on experience) plus benefits.

Working hours: 35 hours per week

Duration: Permanent

Location: Tiverton

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Account Handler to join our Community Broking team in their Tiverton office.

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.

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

• Achieve individual objectives and key performance indicators as set and agreed.
• Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients.
• Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards.
• Maintain a comprehensive diary system and activity log to manage day to day work.
• Manage client relationships when allocated as and when required by the business.
• Visit/arrange video meetings with clients when required.
• Attend exhibitions in a professional manner when required by the business.
• Identify and share market information and trends to your line manager.
• Work with your and other teams as required to maximise new and existing client opportunities.
• Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed.
• Support service excellence within the team to maintain a culture of ‘Treating Customers Fairly’ and putting the client first, with consistent delivery of the right customer outcomes.
• Support colleagues in their professional development, including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels.
• Support your line manager with the organisation and monitoring of daily workflow & productivity for the team as required.
• Promote, develop and enable our values and culture within the team.
• Assist with competency sign off and complete call and file assessments as and when required.
• Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required.
• 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.
• 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.
• Ensure focus on collection of client money within company guidelines.
• Ensure claims are handled efficiently, clearly and in good time and followed through to settlement with the client being kept well informed at all times.
• Identify and research potential new insurance products and introducers.
• Refer to colleagues, managers, experts or insurers when dealing with issues outside your own experience and knowledge.

Knowledge, skills and experience

• Demonstrate our values of Fun, Supportive, Professional, Working in Partnership and Ambitious.
• Inspire people through motivational coaching and training.
• Creative and effective in helping to shape the team to focus on service, quality standards and efficiency.
• 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.
• Organised, resourceful, deadline driven and supportive of the wider team.
• Quality oriented with great attention to detail.
• Driven to be proactive to new challenges and positively shape the desired opportunities and outcomes.
• IT literate and analytical.
• Chartered Insurance Institute Certificate in Insurance (hold/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.

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.

Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. 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.