Account Handler - General Insurance Lloyd & Whyte · ·

Benefact Group plc; Taunton; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

An established industry player is seeking an Account Handler to join their Personal Operations team in Taunton. This role offers a fantastic opportunity to contribute to a dynamic team focused on high net worth and specialist risk insurance. You will provide expert advice to clients, ensuring high retention rates and achieving income targets. The company values inclusivity and personal development, making it an ideal place for career growth. If you are a seasoned insurance professional looking for your next challenge, this is the perfect opportunity to make a significant impact in a purpose-driven organization.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Paid time off for volunteering

Qualifications

• Experience in the UK Insurance Market with a focus on customer retention.
• Ability to coach and support team members in achieving targets.

Responsibilities

• Support the team in meeting retention and income targets.
• Provide expert insurance advice to clients via phone and email.
• Ensure compliance with procedures and guidelines.

Skills

Knowledge of UK Insurance Market

Customer Service Skills

Coaching and Mentoring

Education

Chartered Institute Certificate in Insurance (Cert CII)

Diploma in Insurance

Job description

Salary: Up to £40,000.00 OTE (depending on experience)

Working hours: 35 hours per week (with opportunity for flexible working patterns)

Duration: Permanent

Location: Somerset / Devon

About the role

Lloyd & Whyte, part of Benefact Group, are looking for an Account Handler to join our Personal Operations team in their Taunton office. Our Personal Operations Team works with various lines of insurance, specialising in High Net Worth and Specialist Risk.

The successful individual will be a seasoned insurance professional looking for their next career move. Within this role, you will ultimately be responsible for supporting our General Insurance division by providing expert insurance advice to our clients via phone and email, all to maintain high retention levels and achieve income targets in support of the business strategy.

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

• Support & assist your Line Manager and the team to deliver retention and income targets, service KPIs, and meet workflow standards.
• Be your Line Manager’s deputy.
• 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 achieve and maintain the required competency levels.
• Organise and monitor daily workflow & productivity for the team as required.
• Promote, develop and enable our values and culture within the team.
• Motivate and encourage the team to maximise all business opportunities, promoting insurance reviews wherever possible, identifying underinsurance, and meeting client survey targets.
• Assist with competency sign-off and complete call and file assessments as required.
• Continually review and evaluate whether processes, systems, and procedures could be improved and assist in implementation where required.
• Provide support and direction to the team’s Complaints Champion and ensure all complaints handling requirements are met.
• Attend association events as required, representing the company in a professional manner.
• 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.

Knowledge, skills and experience

• Demonstrable knowledge & experience within the UK Insurance Market.
• Ability to commute on a hybrid basis to our Taunton office (3+ times per week).
• Chartered Institute Certificate in Insurance (Cert CII).
• Willing to work towards your Diploma in insurance (with subsidised study support).

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 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 have enabled us to build a culture of kindness, great ambition, and 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