Commercial Account Handler

TN United Kingdom; Scotland; On-site; GBP 34,000 - 40,000; Full time

Job summary

An established industry player is seeking a Commercial Account Handler to join their dynamic team in Taunton. This role offers an exciting opportunity to provide expert insurance advice, maintain high client retention, and achieve income targets. With a focus on career development within a purpose-led organization, you will be part of a culture that values diversity and inclusion. Enjoy benefits such as enhanced sick pay, study support, and a day off for your birthday. If you are passionate about advancing your career in insurance, this is the perfect opportunity for you.

Benefits

28 days annual leave plus bank holidays

Birthday off

Health and wellbeing benefits

Enhanced sick pay

Parental leave

Paid time off for volunteering

Qualifications

• Experience in the UK Insurance Market is essential.
• Willingness to pursue further qualifications with support.

Responsibilities

• Provide expert insurance advice to clients via phone and email.
• Support team to meet retention and income KPIs.

Skills

Knowledge of UK Insurance Market

Client Relationship Management

Coaching and Mentoring

Education

Chartered Institute Certificate in Insurance (Cert CII)

Diploma in Insurance

Job description

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

Working hours: 35 hours per week

Duration: Permanent

Location: Somerset

About the role

Lloyd & Whyte, part of Benefact Group, is seeking a Commercial Account Handler for our Commercial Lines team in Taunton.

The ideal candidate will be an experienced insurance professional aiming to advance their career. Responsibilities include providing expert insurance advice to clients via phone and email, maintaining high retention levels, and achieving income targets to support business strategy.

Joining our expanding and innovative group offers excellent career development opportunities within an inclusive, purpose-led organization.

Key responsibilities

• Support your Line Manager and team to meet retention, income, service KPIs, and workflow standards.
• Provide coaching and support to ensure consistent process and advice, adhering to procedures and guidelines.
• Promote service excellence, ensuring a culture of ‘Treating Customers Fairly’ and client-first approach.
• Assist colleagues’ professional development, including qualifications, product, and technical knowledge.
• Organize and monitor daily workflow and productivity.
• Foster our values and culture within the team.
• Encourage maximization of business opportunities, including insurance reviews and client surveys.
• Support competency sign-offs and conduct call and file assessments.
• Review and improve processes, systems, and procedures.
• Support the team’s Complaints Champion and handle complaints effectively.
• Represent the company at association events professionally.
• Maintain technical competence with knowledge of relevant products, market trends, and underwriting guidelines.

Knowledge, skills, and experience

• Knowledge and experience in the UK Insurance Market.
• Ability to commute to Taunton office on a hybrid basis (3+ times/week).
• Chartered Institute Certificate in Insurance (Cert CII).
• Willingness to pursue your Diploma in Insurance with subsidized support.

What we offer

• 28 days annual leave plus bank holidays.
• Your birthday off.
• Health and wellbeing benefits, including a cash plan, income protection, and life assurance.
• Enhanced sick pay and parental leave.
• Support and funding for study and professional qualifications.
• Paid time off for volunteering.

Lloyd & Whyte provides specialist insurance services for various clients, including niche scheme insurance, commercial motor, professional broker-to-broker services, and personal insurance for high-value homes.

Benefact Group is a global financial services group owned by a charity, with a history of significant charitable donations and ambitious growth plans.

We are committed to creating an inclusive culture that values diversity and encourages applications from everyone.

If you need additional support during the recruitment process, please let us know.