Commercial Account handler Lloyd & Whyte · St. Clears, Pembrokeshire ·

Benefact group; St Clears; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services group is seeking a Commercial Account Handler to join their Community Broking team in Wales. The role involves providing exceptional service to clients, managing renewals, and facilitating new business opportunities. Ideal candidates will have prior experience in commercial insurance and possess strong interpersonal skills. They will be part of a supportive team in a hybrid work environment, focusing on client satisfaction while meeting business targets. This position offers competitive pay starting from £29,000 with extensive benefits.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

Holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay

Study funding support

Paid volunteering time

Qualifications

• Proven experience in client service and advice.
• Tenacious and motivated towards meeting sales targets.
• Ability to work in a regulated and client-focused environment.

Responsibilities

• Provide professional support and advice to clients.
• Handle client queries efficiently and professionally.
• Manage new business quotations and presentations.

Skills

Building rapport

Holistic advice

Sales targets

Organizational skills

Compliant environment

Education

Chartered Insurance Institute Diploma in Insurance

Job description

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 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, 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 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 schemeA 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 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 and 135-year history and the diversity of what we do, has enabled us to build a culture of kindness, great ambition, and 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