Commercial Insurance Account Specialist

Ecclesiastical Insurance Group; Gloucester; On-site; GBP 32,000 - 42,000; Full time

Benefits offered by this job

28 days annual leave

Birthday off

Health and wellbeing benefits

Company cash plan

Income protection

Life assurance

Enhanced sick pay

Parental leave

Study and professional qualifications

Volunteer time off

Job summary

Lloyd & Whyte Community Broking in Gloucester is seeking a Commercial Account Handler to deliver expert insurance reviews for commercial clients and to promote related products.

You will work with the Account Executive and Risk & Compliance teams to administer policies, handle mid-term changes, and support complaints handling with timely, accurate service.

Join a values-driven, charitable group with strong career development opportunities within Benefact Group.

Qualifications

• Chartered Institute Certificate in Insurance is required.
• Experience in the UK insurance industry is essential.
• Confident in building rapport with clients over the phone.
• Organised, resourceful, deadline-driven and supportive of the wider team.
• Ability to work in a regulated, client-focused environment with excellent attention to detail.

Responsibilities

• Provide holistic insurance reviews for commercial clients and promote related products.
• Ensure policy administration is accurate and timely with collaboration to Account Executive and Risk & Compliance teams.
• Maintain in-depth knowledge of products, market trends and underwriting guidelines for referrals and complex work.
• Handle claims efficiently, inform clients promptly and follow through to settlement.
• Support the complaints handler and ensure reporting of complaints to the appropriate person.
• Underwrite scheme policies in line with underwriting levels and referral guidelines.

Skills

Client communication

Organization

Attention to detail

Regulatory compliance

Team support

Education

Chartered Insurance Institute Certificate in Insurance

Job description

Lloyd & Whyte Community Broking in Gloucester is seeking a Commercial Account Handler to deliver expert insurance reviews for commercial clients and to promote related products.

You will work with the Account Executive and Risk & Compliance teams to administer policies, handle mid-term changes, and support complaints handling with timely, accurate service.

Join a values-driven, charitable group with strong career development opportunities within Benefact Group.