Commercial Account Handler

We are looking for a Commercial Account Handler to join our Naturesave team. Competitive salary, excellent benefits and bonus opportunities.

Salary: Starting from £35,000.00 (depending on experience) plus bonus potential

Working hours: 35 hours per week

Duration: Permanent

Location: United Kingdom

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Commercial Account Handler to join our team at Naturesave who are based in their Totnes office. As we are looking to expand the team in light of exciting growth plans, we are open to applications from experienced candidates based throughout the UK.

Please note that adhoc travel to our Totnes office will be required. More details will be discussed at interview stage.

An exciting opportunity to join the growing team at Naturesave, an award winning Insurance Broker, with over 30 years’ experience in providing ethical and sustainable personal and commercial insurance.

The ideal candidate will be able to commute to our Totnes office on an adhoc basis to deliver commercial insurance sales income targets through effective sales and relationship management techniques. They will conduct thorough client review meetings with both existing and new commercial insurance clients to maximise business opportunities and support the overall business strategy.

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 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

• Achieve individual objectives and key performance indicators as set and agreed

• Underwrite any scheme policies in line with underwriting levels and referral guidelines

• 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

What you'll need to have

• Confident and capable of building rapport over the telephone to provide an excellent client experience

• Creative and effective in helping to shape the team to focus on service, quality standards and efficiency

• Tenacious, positive and pro-active to new challenges and opportunities

• Ability to work in a regulated, compliant and client focused environment

• Organised, resourceful, deadline driven and supportive of the wider team

What makes you stand out

• Chartered Insurance Institute Certificate in Insurance (hold/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

"At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a growing & developing team where your work protects communities and the 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

• Company
• Lloyd & Whyte
• Role
• Broking and Advisory
• Locations
• United Kingdom
• Remote status
• Hybrid
• Employment type
• Permanent - Full Time

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