Commercial Account Handler

Salary: Starting from £35,000.00 (depending on experience) plus bonus potential

Working hours: 35 hours per week

Duration: Permanent

Location: Totnes

Naturesave Insurance, who are proudly part of Benefact Group, are looking for a Commercial Account Handler to join our Totnes office. An exciting opportunity to join the growing team at Naturesave, an award winning Insurance Broker, with over 30 years’ experience in providing ethical and sustainable personal and commercial insurance. As a Commercial Account Handler, you will deliver commercial insurance sales income targets through effective sales and relationship management techniques.

You will provide expert advice, conduct thorough client review meetings with both existing and new commercial insurance clients to maximise business opportunities and support the overall business strategy. Please note that whilst we are happy to consider this being a remote role, travel to our Totnes office will be required at least once a month. Further details can be discussed at interview stage.

• Meet business targets by achieving new business, retention goals, service KPIs and maintaining required workflow standards.
• Achieve agreed performance objectives by consistently meeting individual KPIs and contributing to team success.
• Maintain strong technical expertise through continuous learning of products, market trends and underwriting guidelines to manage complex cases and referrals.
• Deliver holistic insurance reviews by assessing client needs and recommending suitable related products for both new and existing customers.
• Underwrite and manage claims effectively by adhering to underwriting authority levels, handling claims promptly and keeping clients fully informed through to settlement.

• Proven experience with the Commercial Insurance Industry
• Confident and capable of building rapport over the telephone to provide an excellent client experience
• Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
• Ability to work in a regulated, compliant and client focused environment
• Organised, resourceful, deadline driven and supportive of the wider team

• Chartered Insurance Institute Certificate in Insurance (hold/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

At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a growing & developing team where your work protects communities and the environment.

Naturesave Insurance is a UK award winning green and ethical Insurance Broker with over 30 years of experience providing insurance to some of the UK's greenest homes, individuals and organisations. In 2022 we became part of the Lloyd & Whyte Group and are now proudly part of the Benefact Group.

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 talented people, offering fantastic opportunities for career and personal development. Our giving ethos, 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and of passionate people driven to do better and be better.

At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone.

• Directory of Social Change’s UK Guides to Company Giving 2017-26