Commercial Account handler Lloyd & Whyte · St. Clears, Pembrokeshire

Salary: Starting from £29,000.00 (depending on experience)

Working hours: 35 per week

Duration: Permanent

Location: St Clears

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

The ideal candidate will have proven experience in providing exceptional service and advice to clients in order to maximise client satisfaction and to achieve existing and new business income targets in support of the business strategy.

This role can be hybrid based with the expectation of 2‑3 days minimum attendance in the St. Clears office.

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.

• Providing professional support and advice to clients ensuring high levels of service and client satisfaction
• Answering client queries, dealing with renewals and mid‑term adjustments in a professional and timely manner
• Dealing with new business quotations and/or presentations to market on behalf of Account Executives within requested timescales
• Ensuring all policy administration is dealt with in a professional and timely manner
• Focusing on timely collection of client money in accordance with company procedures
• Being proactive in making clients aware of alternative products, advising clients of potential gaps in cover and providing effective insurance reviews regularly

• Confidence and capability of building rapport over the telephone to provide an excellent client experience
• Ability to provide holistic, advice‑based reviews and recommendations to clients
• Tenacity and motivation towards meeting and exceeding sales targets
• Organised, resourceful, deadline‑driven and supportive of the wider team
• Ability to work in a regulated, compliant and client‑focused environment

• Extensive proven experience within commercial insurance
• Chartered Insurance Institute Diploma in Insurance (or willingness to work towards it)

• 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 towards 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 offers 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 broker‑to‑broker insurance services. We also have a wide range of personal insurance services covering homeowners from standard houses through to thatch & listed character properties and high‑value homes.

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 third 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 have 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.

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

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