Commercial Insurance Account Handler – Gloucester (Hybrid)

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

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.