Commercial Account Handler

Benefact Group; Gloucester; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

28 days annual leave

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health & wellbeing benefits

Enhanced sick pay

Study/qualification funding

Volunteer time off

Job summary

Benefact Group’s Lloyd & Whyte division in Gloucester is seeking a Commercial Account Handler to deliver exceptional client service and drive new business targets. You will manage mid-term adjustments, handle queries and claims, and work with the Risk & Compliance team to maintain high standards.

You’ll review commercial insurance needs, cross-sell related products, and ensure accurate policy administration while contributing to a collaborative, growing team in a charity-driven Group.

Qualifications

• 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.

Responsibilities

• Provide holistic insurance reviews for commercial clients, identifying and promoting related products.
• Ensure policy administration is completed accurately and promptly, coordinating with Account Executive and Risk & Compliance.
• Maintain and improve technical knowledge of products, market trends and underwriting guidelines.
• Handle claims efficiently and keep clients informed through settlement.
• Support and direct the complaints handler and report complaints to the relevant person.
• Underwrite scheme policies in line with guidelines.

Skills

Chartered Insurance Institute

UK insurance experience

Telephone rapport

Job description

Salary: £30,000.00 - £35,000.00 (depending on experience)

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.

Why join us?

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

• 28days 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"

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

Company Lloyd & Whyte Role Broking and Advisory Locations Gloucester Remote status Hybrid Employment type Permanent - Full Time