Commercial Account Handler

Lloyd & Whyte; Gloucester; On-site; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Annual leave

Birthday off

Pension plan

Bonus scheme

Holiday buy

Wellbeing benefits

Enhanced sick pay

Study support

Volunteer time off

Job summary

Lloyd & Whyte Community Broking in Gloucester is seeking a Commercial Account Handler to join the team. You will provide exceptional client service, carry out holistic insurance reviews for commercial clients, and work to maximize client satisfaction while pursuing new business and income targets.

The role involves accurate policy administration, close collaboration with the Account Executive and Risk & Compliance, handling mid-term adjustments, queries and claims, and maintaining up-to-date

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 and promote related products working with both new and existing business clients.
• Complete policy administration 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.

Skills

Client communication

Insurance knowledge

Organizational skills

Regulatory compliance

Education

CII Certificate in Insurance

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

• 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”

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