Salary: Up to £40,000.00 OTE (depending on experience)
Working hours: 35 hours per week
Duration: Permanent
Location: Somerset
About the role
Lloyd & Whyte, part of Benefact Group, is seeking a Commercial Account Handler to join our Commercial Lines team at the Taunton office.
The ideal candidate will be an experienced insurance professional seeking their next career challenge. Your main responsibility will be supporting our Commercial Lines team by providing expert insurance advice to clients via phone and email, with the goal of maintaining high retention levels and achieving income targets aligned with our business strategy.
Joining our innovative and expanding Group offers a great opportunity for career development within an inclusive, purpose-driven organization.
Key responsibilities
* Support your Line Manager and team to meet retention and income targets, service KPIs, and workflow standards.
* Act as deputy to your Line Manager.
* Provide support and coaching to team members, ensuring consistent processes and advice, and adherence to procedures.
* Promote service excellence and a culture of 'Treating Customers Fairly', prioritizing client outcomes.
* Support professional development of colleagues, including qualifications, product, and technical knowledge.
* Organize and monitor daily workflow and productivity.
* Foster our values and culture within the team.
* Encourage maximization of business opportunities, including insurance reviews and identifying under-insurance.
* Assist with competency assessments and call/file reviews.
* Review and improve processes, systems, and procedures.
* Support complaints handling and ensure compliance.
* Represent the company at industry events professionally.
* Maintain technical knowledge of relevant products, market trends, and underwriting guidelines.
Knowledge, skills, and experience
* Experience within the UK Insurance Market.
* Ability to work on a hybrid basis at our Taunton office (3+ times/week).
* Chartered Institute Certificate in Insurance (Cert CII).
* Willingness to pursue further qualifications, with support.
What we offer
* 28 days annual leave plus bank holidays.
* Your birthday off.
* Group Personal Pension.
* Bonus scheme.
* Holiday buy scheme.
* Health and wellbeing benefits, including cash plan, income protection, and life assurance.
* Enhanced sick pay and parental leave.
* Support for study and professional qualifications.
* Paid volunteering days.
Lloyd & Whyte provides a range of insurance services, from niche healthcare schemes to high-value home insurance. Our group comprises five divisions and multiple brands.
Benefact Group is an international financial services group owned by a charity, with a strong history of philanthropy, having donated over £250 million since 2014. We aim to double our size and continue our charitable impact.
We are committed to diversity and inclusion, fostering a respectful environment where everyone is valued. We welcome applications from all backgrounds.
If you need additional support during the recruitment process, please let us know.
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