Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Commercial Account Handler, providing expert insurance advice to clients.
- Company: Lloyd & Whyte, part of Benefact Group, is a purpose-driven financial services organisation.
- Benefits: Enjoy 28 days annual leave, your birthday off, and health benefits including income protection.
- Why this job: This role offers career development in an inclusive environment with a focus on social impact.
- Qualifications: Experience in the UK Insurance Market and a Cert CII are required; diploma support available.
- Other info: Hybrid working available; applications from all backgrounds are encouraged.
The predicted salary is between 24000 - 40000 £ per year.
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 in Taunton. The ideal candidate will be an experienced insurance professional seeking their next career step. You will support our Commercial Lines team by providing expert insurance advice to clients via phone and email, aiming to maintain high retention levels and meet income targets aligned with our business strategy. Joining our expanding and innovative Group offers a great opportunity for career development within an inclusive, purpose-driven organization.
Key responsibilities
- Support your Line Manager and team to achieve retention and income targets, service KPIs, and workflow standards.
- Act as deputy to your Line Manager.
- Provide support and coaching to ensure consistent process and advice, adhering to procedures and guidelines.
- Promote service excellence, embodying 'Treating Customers Fairly' and prioritising client outcomes.
- Support team members' professional development, including qualifications and technical knowledge.
- Organise and monitor daily workflow and productivity.
- Foster our values and culture within the team.
- Encourage business opportunities, promote insurance reviews, and meet client survey targets.
- Assist with competency assessments and call/file reviews.
- Review and improve processes, systems, and procedures.
- Support complaints handling processes.
- Represent the company professionally at association events.
- Maintain technical knowledge of relevant products, market trends, and underwriting guidelines.
Knowledge, skills, and experience
- Experience within the UK Insurance Market.
- Ability to commute to Taunton office on a hybrid basis (3+ times/week).
- Chartered Institute Certificate in Insurance (Cert CII).
- Willingness to pursue a Diploma in Insurance 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 time off for volunteering.
Lloyd & Whyte offers specialized insurance services across various client sectors, including niche schemes for healthcare, commercial motor, and professional broker services. We also provide personal insurance for homes, from standard to high-value properties. Benefact Group is an international financial services group owned by a charity, with over 30 businesses. We are committed to social impact, having donated over £250 million since 2014, and aim to become the UK's leading corporate donor. We value diversity and are committed to creating an inclusive environment. Applications from all backgrounds are welcome. If you require additional support during the recruitment process, please let us know.
Commercial Account Handler employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Commercial Account Handler
✨Tip Number 1
Familiarise yourself with the latest trends in the UK insurance market. Understanding current market dynamics and emerging products will not only boost your confidence but also demonstrate your commitment to the role during interviews.
✨Tip Number 2
Network with professionals in the insurance industry, especially those who work in commercial lines. Attend relevant events or join online forums to connect with potential colleagues and gain insights that could give you an edge in your application.
✨Tip Number 3
Prepare to discuss how you embody the values of 'Treating Customers Fairly' in your previous roles. Think of specific examples where you've prioritised client outcomes, as this aligns closely with the company's ethos.
✨Tip Number 4
Show your eagerness to develop professionally by researching the Chartered Institute Certificate in Insurance (Cert CII) and the Diploma in Insurance. Being proactive about your qualifications can set you apart from other candidates.
We think you need these skills to ace Commercial Account Handler
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Commercial Account Handler position. Tailor your application to highlight relevant experience in the UK Insurance Market.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous roles in insurance, particularly any experience that aligns with the key responsibilities mentioned in the job description, such as client interaction and retention strategies.
Showcase Your Skills: Demonstrate your skills in customer service and team collaboration. Mention any specific achievements or projects where you successfully met targets or improved processes, as these will resonate well with the hiring team.
Personalise Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for joining Lloyd & Whyte. Mention how your values align with their commitment to social impact and inclusivity.
How to prepare for a job interview at Benefact Group plc
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of the UK insurance market, especially commercial lines. Be prepared to discuss relevant products, market trends, and underwriting guidelines during the interview.
✨Demonstrate Customer-Centricity
Since the role emphasises 'Treating Customers Fairly', think of examples from your past experience where you've prioritised client outcomes. Show how you can embody this principle in your work.
✨Highlight Team Collaboration Skills
The position involves supporting your Line Manager and team members. Prepare to share instances where you've successfully collaborated with others, provided coaching, or contributed to a team's success.
✨Show Enthusiasm for Professional Development
Express your willingness to pursue further qualifications, like the Diploma in Insurance. Discuss any relevant training or certifications you've completed and how they have prepared you for this role.