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For Companies At a Glance
- Tasks: Provide exceptional service and advice to clients, handling queries and claims professionally.
- Company: Join Lloyd & Whyte, part of Benefact Group, a top-rated employer focused on community and charity.
- Benefits: Enjoy 28 days leave, bonus schemes, health benefits, and support for professional qualifications.
- Why this job: Be part of a collaborative culture making a real difference while growing your career.
- Qualifications: Chartered Insurance Institute Certificate in Insurance and experience in the UK insurance industry required.
- Other info: Opportunities for volunteering and a commitment to inclusivity in the workplace.
The predicted salary is between 19200 - 28800 ÂŁ per year.
Salary: ÂŁ32,000 plus on target earnings
Working hours: 35 per week
Duration: Permanent
Location: Gloucester
About The Role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an Account Handler to join our Community Broking team in their Gloucester office. As an Account Handler, you will provide exceptional service and advice to clients in order to maximise client satisfaction, achieving new business and related product income targets, maintaining the highest retention levels in support of the overall business strategy and handling mid-term adjustments, queries and claims in a timely professional and accurate manner. Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's top 50 Best Large Companies to Work For in 2024, 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
- Be an expert in providing holistic insurance reviews for commercial clients, identifying and promoting related insurance products working with both new and existing business clients.
- Ensure all policy administration is completed accurately and in a timely manner, working closely with both your Account Executive and our Risk & Compliance team.
- Provide support and direction to the complaints handler and ensure all complaints handling requirements are met including reporting of all complaints to the relevant person.
- Continuously improve and maintain own technical competence with an in-depth knowledge of all relevant products, market trends and underwriting guidelines to effectively handle referrals and a variety of complex work.
- Underwrite any scheme policies in line with underwriting levels and referral guidelines.
What You’ll Need To Have
- Chartered Insurance Institute Certificate in Insurance.
- Proven experience working within the UK insurance industry.
- Confident and capable of building rapport over the telephone to provide an excellent client experience.
- Ability to work in a regulated, compliant and client-focused environment with excellent attention to detail.
- Organised, resourceful, deadline driven and supportive of the wider team.
What Makes You Stand Out
- 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
“Lloyd & Whyte Community broking is focused on bringing insurance back to the community! Focusing on delivering excellent client service and solving client’s cover and claims issues. A team in Gloucester is a sign of our ambitions to grow our business in the town where our parent company are based, the Benefact Group.” Paul Short, Managing Director of Community Broking Division & Membership Plans.
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.
Contact Detail:
Lloyd & Whyte Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler
✨Tip Number 1
Familiarise yourself with the specific insurance products and services offered by Lloyd & Whyte. Understanding their unique offerings will help you demonstrate your knowledge during interviews and show that you're genuinely interested in the role.
✨Tip Number 2
Network with current or former employees of Lloyd & Whyte on platforms like LinkedIn. Engaging with them can provide you with insider insights about the company culture and expectations, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your experience in handling client queries and complaints effectively. Since the role emphasises excellent client service, having specific examples ready will showcase your ability to thrive in a client-focused environment.
✨Tip Number 4
Stay updated on current trends in the UK insurance industry. Being knowledgeable about market changes and regulatory updates will not only impress your interviewers but also demonstrate your commitment to continuous professional development.
We think you need these skills to ace Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the insurance industry, particularly any roles that involved client interaction or policy administration. Use keywords from the job description to demonstrate your fit for the Account Handler position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for providing exceptional client service and your understanding of the insurance market. Mention specific examples of how you've successfully handled client queries or complaints in the past.
Highlight Relevant Qualifications: Clearly state your Chartered Insurance Institute Certificate in Insurance and any other relevant qualifications. If you're working towards further qualifications, mention this as it shows your commitment to professional development.
Showcase Soft Skills: In your application, emphasise your ability to build rapport over the phone and your attention to detail. These soft skills are crucial for the role and should be evident in both your CV and cover letter.
How to prepare for a job interview at Lloyd & Whyte
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of insurance products and market trends. Being able to discuss these confidently will show that you're serious about the role and understand the industry.
✨Demonstrate Client-Centric Skills
Prepare examples of how you've provided exceptional service in previous roles. Highlight your ability to build rapport over the phone, as this is crucial for an Account Handler.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage your time and prioritise tasks. The role requires being organised and deadline-driven, so share specific strategies you've used to stay on top of your workload.
✨Emphasise Team Collaboration
Since the role involves working closely with other teams, be prepared to talk about your experience in collaborative environments. Share instances where you've supported colleagues or contributed to team goals.
