Commercial Account Handler

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

Job summary

A leading financial services group in Swansea is seeking a Commercial Account Handler to provide exceptional service while achieving business goals. The ideal candidate will build relationships and address client needs in a supportive team environment. Responsibilities include conducting insurance reviews, meeting targets, and effectively managing claims. This role also emphasizes personal development and community involvement, with a focus on charitable contributions.

Benefits

28 days annual leave plus bank holidays

Birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Support for study and qualifications

Paid time off for volunteering

Qualifications

• Must be capable of building rapport with clients over the phone.
• Ability to handle complex work efficiently.
• Demonstrate values such as supportive and professional.

Responsibilities

• Provide holistic insurance reviews for clients.
• Meet individual and team targets for new business.
• Handle claims efficiently and keep clients informed.
• Support complaint handlers and ensure requirements are met.

Skills

Client relationship building

Proactive approach

Organizational skills

Compliant client-focused environment

Education

Chartered Insurance Institute Certificate (or willingness to achieve)

Job description

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

Working hours:35 hours, Monday to Friday

Duration:Permanent

Location: Swansea

About the role

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

The ideal candidate 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

• 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
• Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards
• 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
• Achieve individual objectives and key performance indicators as set and agreed

What you'll need to have

• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes
• Organised, resourceful, deadline driven and supportive of the wider team
• Ability to work in a regulated, compliant and client focused environment
• Demonstrate our values of Fun, Supportive, Professional, Working in Partnership and Ambitious

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

"We’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We're looking for someone personable, approachable, and confident in face-to-face interactions — someone who enjoys building relationships and being part of a supportive, client-focused environment."

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