Commercial Account Handler

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

Working hours:35 hours, Monday to Friday

Duration:Permanent

Location: Swansea

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

The ideal candidate 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.

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.

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

• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes
• Organised, resourceful, deadline driven and supportive of the wider team
• Ability to work in a regulated, compliant and client focused environment
• Demonstrate our values of Fun, Supportive, Professional, Working in Partnership and Ambitious

• Chartered Insurance Institute Certificate (or willing to work towards).

• 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

"We’re a warm, welcoming team who pride ourselves on delivering outstanding service to our clients. We're looking for someone personable, approachable, and confident in face-to-face interactions — someone who enjoys building relationships and being part of a supportive, client-focused 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…