At a Glance
- Tasks: Provide exceptional service and advice to clients, ensuring high satisfaction and achieving business targets.
- Company: Join Lloyd & Whyte, part of Benefact Group, a top-rated employer committed to making a difference.
- Benefits: Enjoy 28 days leave, your birthday off, health benefits, and support for professional qualifications.
- Other info: Hybrid working available, with opportunities for career growth in a charitable organisation.
- Why this job: Be part of a warm, welcoming team that values relationships and client-focused service.
- Qualifications: Experience in commercial insurance and a passion for building rapport with clients.
The predicted salary is between 29000 - 40600 £ per year.
Salary: Starting from £29,000.00 (depending on experience)
Working hours: 35 per week
Duration: Permanent
Location: St Clears
About the role
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 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.
Why join us?
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.
What you’ll be doing
- 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 timescales requested
- 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 with clients regularly
What you’ll need to have
- 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
- Tenacious and motivated 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
What makes you stand out
- Extensive proven experience within Commercial insurance
- Chartered Insurance Institute Diploma in Insurance (or willing to work towards)
What we offer
- 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
Hear from the hiring manager
“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 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. If you need any additional support during the recruitment process, then please let us know.
Commercial Account handler in Carmarthen employer: Benefact Group
Lloyd & Whyte, part of the Benefact Group, is an exceptional employer located in St Clears, offering a collaborative and inclusive work culture that prioritises employee growth and community impact. With a commitment to sustainability and charitable giving, employees enjoy generous benefits including 28 days of annual leave, professional development support, and a warm team environment focused on delivering outstanding client service. Join us to be part of a rapidly growing organisation that values your contributions and fosters a sense of belonging.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Account handler in Carmarthen
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Benefact Group). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Benefact Group. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Commercial Account handler in Carmarthen
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Benefact Group.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Benefact Group. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Benefact Group
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Benefact Group to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Benefact Group, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Benefact Group's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
