Commercial Account Handler Lloyd & Whyte

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

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Gloucester

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 a 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.

• 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 your Account Executive and the Risk & Compliance team.
• Continuously improve and maintain 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.

• Chartered Insurance Institute Certificate in Insurance.
• Proven experience working within the UK insurance industry.
• Confident and capable of building rapport over the telephone to provide an excellent client experience.
• 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.

• Chartered Insurance Institute Certificate or willingness to work towards it.

• 28 days annual leave plus bank holidays.
• Birthday off.
• Group Personal Pension.
• Bonus scheme.
• 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.

We welcome applications from everyone.

If you need any additional support during the recruitment process, please let us know.