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Job Post Details

Commercial Account handler
Benefact Group
Saint Clears
From £28,000 a year
Permanent

Job details

From £28,000 a year
Annual leave, Sick pay, Company pension, Paid volunteer time
Permanent
Saint Clears

Full job description

Salary: Starting from £28,000.00 (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 in order 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.
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, deal 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 company procedures
    Be proactive 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.
  • Directory of Social Change’s UK Guides to Company Giving 2017-26
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