Commercial Insurance Team Leader

Benefact group; Taunton; Hybrid; GBP 80,000 - GBP 100,000; Full time

Job summary

A financial services organization in Taunton is seeking a Commercial Insurance Team Leader to lead a team in achieving business objectives and ensuring high compliance standards. The successful candidate will have a strong background in commercial insurance broking and experience in leadership. This role offers excellent career development opportunities within a collaborative environment that prioritizes making a positive impact. Benefits include a competitive salary, ample paid leave, and support for professional growth.

Benefits

28 days annual leave plus bank holidays

Your birthday off

Group Personal Pension

Bonus scheme

A holiday buy scheme

Health and wellbeing benefits

Enhanced sick pay and parental leave

Support for professional qualifications

Paid time off for volunteering

Qualifications

• Strong background in commercial insurance broking.
• Experience leading or mentoring a team.
• Solid understanding of underwriting principles and FCA compliance.

Responsibilities

• Lead, support, and develop the team with effective management.
• Deliver business objectives by achieving KPIs and service standards.
• Organize workflow and allocate resources within budget to drive productivity.
• Ensure compliance with underwriting guidelines and risk management standards.
• Stay updated with products and market trends to maximize business opportunities.

Skills

Strong background in commercial insurance broking

Leadership or mentoring experience

Communication and stakeholder management skills

Education

Chartered Insurance Institute Certificate in Insurance or equivalent

Job description

Salary:Competitive

Working hours:35 hours per week, Monday to Friday

Duration:Permanent

Location:Taunton

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Commercial Insurance Team Leader to join our Lloyd & Whyte Community Broking Branch in our Taunton office on a hybrid basis.

This is a newly created role within our Community Broking Branch, which focusses on Commercial Insurance. As an Commercial Insurance Team Leader you will, through effective leadership of your team and close collaboration with key stakeholders, drive individual and team retention and new business targets. You will also continue to deliver elements of the Insurance Consultant role, within commercial insurance broking, ensuring that cultural, service, and operational efficiency objectives are consistently achieved in support of our business strategy.

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

• Lead, support and develop the team by managing performance, promoting professional growth and embedding company values and culture.
• Deliver business objectives by achieving personal and team KPIs, meeting service standards and ensuring strong retention with consistently positive customer outcomes.
• Oversee daily operations by organising workflow, allocating resources within budget, recruiting effectively and driving productivity across the team.
• Maintain high compliance and risk‑management standards by following underwriting guidelines, completing assessments and ensuring all policies, procedures and complaint‑handling requirements are met.
• Build technical excellence and commercial awareness by staying up‑to‑date with products and market trends, supporting complex referrals, identifying underinsurance and maximising business opportunities.

What you'll need to have

• Strong background in commercial insurance broking.
• Experience leading or mentoring a team.
• Solid understanding of underwriting principles and FCA compliance.

What makes you stand out

• Excellent communication and stakeholder management skills.
• Chartered Insurance Institute Certificate in Insurance or equivalent qualification.

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! If you’re seeking an opportunity to lead a successful team whilst further developing your leadership skills and understanding of insurance, we’d love to hear from you.”

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, 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