Commercial Account Handler

Ecclesiastical Insurance Group; Gloucester; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

28 days annual leave

Birthday off

Health and wellbeing benefits

Company cash plan

Income protection

Life assurance

Enhanced sick pay

Parental leave

Study and professional qualifications

Volunteer time off

Job summary

Lloyd & Whyte Community Broking in Gloucester is seeking a Commercial Account Handler to deliver expert insurance reviews for commercial clients and to promote related products.

You will work with the Account Executive and Risk & Compliance teams to administer policies, handle mid-term changes, and support complaints handling with timely, accurate service.

Join a values-driven, charitable group with strong career development opportunities within Benefact Group.

Qualifications

• Chartered Institute Certificate in Insurance is required.
• Experience in the UK insurance industry is essential.
• Confident in building rapport with clients over the phone.
• Organised, resourceful, deadline-driven and supportive of the wider team.
• Ability to work in a regulated, client-focused environment with excellent attention to detail.

Responsibilities

• Provide holistic insurance reviews for commercial clients and promote related products.
• Ensure policy administration is accurate and timely with collaboration to Account Executive and Risk & Compliance teams.
• Maintain in-depth knowledge of products, market trends and underwriting guidelines for referrals and complex work.
• Handle claims efficiently, inform clients promptly and follow through to settlement.
• Support the complaints handler and ensure reporting of complaints to the appropriate person.
• Underwrite scheme policies in line with underwriting levels and referral guidelines.

Skills

Client communication

Organization

Attention to detail

Regulatory compliance

Team support

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Gloucester

About the role

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

As an Commercial 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 15 Best Big Companies to Work For in 2025, 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

You’ll 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.

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

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

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

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

Organised, resourceful, deadline driven and supportive of the wider team

Ability to work in a regulated, compliant and client focused environment with excellent attention to detail

What makes you stand out

Chartered Insurance Institute Certificate (or willing to work towards).

What we offer

28 days annual leave plus bank holidays

Your birthday off

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"

About us

Lloyd & Whyte Community Broking are a collection of insurance brokers, across Wales and the Southwest, who share the same values, vision and passion for supporting our communities. We're bringing insurance back to its roots, adding real value through specialist risk management, expert advice, and client-first service.

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