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Commercial Account Handler

BENEFACT TRUST LIMITED
30,000 - 35,000 per year
Gloucester
Full-time
Listed today

Commercial Account Handler

We are looking for a Commercial Account Handler to join Community Broking in our Gloucester office. Competitive salary, excellent benefits and hybrid working.

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

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Gloucester

About the role

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

As an Commercial 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

  • You'll 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

  • Ensure all policy administration is completed accurately and in a timely manner, working closely with both your Account Executive and our Risk & Compliance team.

  • 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

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

What you'll need to have

  • Chartered Insurance Institute Certificate in Insurance

  • Proven experience working within the UK insurance industry

  • 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

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

"Lloyd & Whyte Community broking is focused on bringing insurance back to the community! Focusing on delivering excellent client service and solving client’s cover and claims issues. A team in Gloucester is a sign of our ambitions to grow our business in the town where our parent company are based, the Benefact Group"

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
Gloucester
Remote status
Hybrid
Employment type
Permanent - Full Time