Account Handler
We are looking for an Account Handler to join Community Broking in our Llanelli office. Competitive salary, excellent benefits and hybrid working.
Salary: Starting from £26,000.00 (depending on experience)
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Llanelli
About the role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Account Handler to join our Community Broking team in their Llanelli office.
As a Account Handler you 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?
What you'll be doing
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Achieve agreed KPIs, meet workflow standards, maintain accurate activity logs, and ensure strong new‑business, retention, claims and client money collection.
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Provide holistic insurance reviews, manage client relationships, attend meetings/exhibitions, handle complex referrals/underwriting, and stay current on products, trends and market opportunities
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Coach colleagues, support competency development, assist with workflow organisation, promote company values, and ensure consistent, compliant processes including call/file assessments
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Work across teams to maximise new and existing business opportunities, share market insights, identify new products/introducers, and escalate issues appropriately.
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Champion Treating Customers Fairly, ensure excellent service outcomes, support complaint handling requirements, and maintain clear, timely communication with clients throughout claims and service interactions.
What you'll need to have
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Ability to work in a regulated, compliant and client focused environment
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Highly organised, analytical and detail driven, able to manage deadlines, support the wider team, embrace new challenges and proactively influence positive outcomes and opportunities
What makes you stand out
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Chartered Insurance Institute Certificate in Insurance (or willing to work towards)
What we offer
28
days annual leave plus bank holidays-
Your birthday off
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Group Personal Pension
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Bonus scheme
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A holiday buy scheme
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An array of health and wellbeing benefits, company cash plan, income protection and life assurance
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Enhanced sick pay and parental leave
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Support and funding toward study and professional qualifications
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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 and approachable, who genuinely enjoys building relationships and thrives in 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.
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
- Company
- Lloyd & Whyte
- Role
- Broking and Advisory
- Locations
- Llanelli
- Remote status
- Hybrid
- Employment type
- Permanent - Full Time