Commercial Account Handler

Salary

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

35 hours per week, Monday to Friday

Permanent

Gloucester

Lloyd & Whyte
, part of Benefact Group
, is seeking a Commercial Account Handler to join the Community Broking team in our Gloucester office. As a Commercial Account Handler you will deliver excellent service and advice, achieve business and product targets, maintain high retention, and manage mid‑term adjustments, queries and claims efficiently and accurately.

• Providing holistic insurance reviews for commercial clients, identifying and promoting related products to both new and existing business clients.
• Ensuring policy administration is completed accurately and in a timely manner, collaborating with your Account Executive and the Risk & Compliance team.
• Continuously improving your technical competence and staying up to date with product, market trends and underwriting guidelines to handle referrals and complex work.
• Managing claims effectively, keeping clients well informed throughout the process.
• Providing support and direction to the complaints handler and ensuring all complaints handling requirements are met, including appropriate reporting.
• Underwriting scheme policies in line with underwriting levels and referral guidelines.

• Chartered Insurance Institute Certificate in Insurance.
• Proven experience working within the UK insurance industry.
• Confidence and ability to build rapport over the telephone to provide an excellent client experience.
• Organised, resourceful, deadline‑driven and a supportive team player.
• 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 one).

• 28 days annual leave plus bank holidays.
• Your birthday off.
• Group Personal Pension.
• Bonus scheme.
• Holiday buy scheme.
• 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.