Commercial Account Handler
Role Overview
Lloyd & Whyte, part of Benefact Group, is hiring a Commercial Account Handler for its Community Broking team in Gloucester.
The role provides commercial insurance service and advice, supports new business and related-product income targets, maintains client retention, and handles adjustments, queries, and claims.
Key Skills for This Role
Full Job Posting
Role overview
Lloyd & Whyte, part of Benefact Group, is hiring a Commercial Account Handler for its Community Broking team in Gloucester.
The role provides commercial insurance service and advice, supports new business and related-product income targets, maintains client retention, and handles adjustments, queries, and claims.
Responsibilities
- Provide holistic insurance reviews and promote relevant products to new and existing commercial clients.
- Complete policy administration accurately and promptly with the Account Executive and Risk & Compliance team.
- Maintain product, market, and underwriting knowledge to handle referrals and complex work.
- Manage claims through settlement and keep clients informed.
- Support the complaints handler and ensure complaints are reported appropriately.
- Underwrite scheme policies within authorised levels and referral guidelines.
What you'll need
- CII Certificate in Insurance; the description also says candidates may be willing to work toward the certificate.
- Proven experience in the UK insurance industry.
- Confident telephone rapport-building and excellent client-service skills.
- Organised, resourceful, deadline-driven, and supportive of the wider team.
- Able to work compliantly in a regulated, client-focused environment with excellent attention to detail.
Pay and employment
- Salary is £30,000–£35,000, depending on experience; no pay cadence is stated.
- Permanent role with 35 working hours per week, Monday to Friday.
Location
- The role is based in the Lloyd & Whyte Community Broking team in the Gloucester office.
Benefits
- Benefits include 28 days of annual leave plus bank holidays, a birthday day off, group personal pension, bonus scheme, and holiday-buy scheme.
- Other benefits include wellbeing support, cash plan, income protection, life assurance, enhanced sick pay and parental leave, study funding, and paid volunteering leave.
About the company
Lloyd & Whyte Community Broking serves communities across Wales and the Southwest through specialist risk management, expert advice, and client-first service.
Benefact Group is an international financial services group owned by a charity, with profits supporting charitable causes.
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