Commercial Account Handler

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

Benefits offered by this job

Annual leave

Birthday off

Group pension

Bonus scheme

Health benefits

Job summary

Lloyd & Whyte, part of Benefact Group, is seeking a Commercial Account Handler in Gloucester to deliver service and advice, achieve targets, and handle mid-term adjustments, queries and claims efficiently. The role focuses on holistic commercial reviews and timely policy administration.

Candidates should hold the Chartered Insurance Institute Certificate, have UK insurance experience, and excel in client communication.

Qualifications

• Chartered Insurance Institute Certificate in Insurance.
• Proven experience working within the UK insurance industry.
• Confidence to build rapport over the telephone for excellent client experience.
• Organised, deadline-driven and a supportive team player.
• Ability to work in a regulated, compliant and client-focused environment with attention to detail.

Responsibilities

• Providing holistic insurance reviews for commercial clients and promoting related products.
• Ensuring policy administration is completed accurately and promptly.
• Continuously improving technical competence and staying updated on product and underwriting guidelines.
• Managing claims effectively and keeping clients informed.
• Supporting complaints handling and reporting requirements.
• Underwriting scheme policies in line with guidelines.

Skills

Telephone rapport

Organisation

Attention to detail

Deadline-driven

Education

Chartered Insurance Institute 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

Overview

Lloyd & Whyte, part of Benefact Group, is seeking a Commercial Account Handler to join the Community Broking team in our Gloucester office. As a Commercial Account Handler you will deliver excellent service and advice, achieve business and product targets, maintain high retention, and manage mid‑term adjustments, queries and claims efficiently and accurately.

What you’ll be doing

• Providing holistic insurance reviews for commercial clients, identifying and promoting related products to both new and existing business clients.
• Ensuring policy administration is completed accurately and in a timely manner, collaborating with your Account Executive and the Risk & Compliance team.
• Continuously improving your technical competence and staying up to date with product, market trends and underwriting guidelines to handle referrals and complex work.
• Managing claims effectively, keeping clients well informed throughout the process.
• Providing support and direction to the complaints handler and ensuring all complaints handling requirements are met, including appropriate reporting.
• Underwriting 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.
• Confidence and ability to build rapport over the telephone to provide an excellent client experience.
• Organised, resourceful, deadline‑driven and a supportive team player.
• 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 willingness to work towards one).

What we offer

• 28 days annual leave plus bank holidays.
• Your birthday off.
• Group Personal Pension.
• Bonus scheme.
• Holiday buy scheme.
• 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.

We welcome applications from everyone.