Job Description

Salary:

Starting from 35,000.00 (depending on experience) + benefits

Working hours:

35 hours per week

Duration:

Permanent

Location:

Exeter

#

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

Exeter

office.



Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.


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.

#

Key responsibilities

Achieve individual objectives and key performance indicators as set and agreed Be an expert in providing holistic insurance reviews for clients, identifying and promoting related insurance products working with both new and existing business clients Deliver individual and team new business income and retention targets, service KPIs and meet workflow standards Maintain a comprehensive diary system and activity log to manage day to day work Manage client relationships when allocated as and when required by the business Visit/arrange video meetings with clients when required Attend exhibitions in a professional manner when required by the business Identify and share market information and trends to your line manager Work with your and other teams as required to maximise new and existing client opportunities Provide on-hand support and coaching to the team ensuring a consistent approach is adopted for process and advice; making certain all procedures and guidelines are followed Support service excellence within the team to maintain a culture of 'Treating Customers Fairly' and putting the client first, with consistent delivery of the right customer outcomes Support colleagues in their professional development , including qualification, product and technical knowledge and help them to achieve and maintain the required competency levels Support your line manager with the organisation and monitoring of daily workflow & productivity for the team as required Promote, develop and enable our values and culture within the team Assist with competency sign off and complete call and file assessments as and when required Continually review and evaluate whether processes, systems and procedures could be improved and assist in implementation where required 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 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 Ensure focus on collection of client money within company guidelines Ensure claims are handled efficiently, clearly and in good time and followed through to settlement with the client being kept well informed at all times Identify and research potential new insurance products and introducers Refer to colleagues, mangers, experts or insurers when dealing with issues outside your own experience and knowledge
#

Knowledge, skills and experience

Demonstrate our values of Fun, Supportive, Professional, Working in Partnership and Ambitious Inspire people through motivational coaching and training Creative and effective in helping to shape the team to focus on service, quality standards and efficiency 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 Organised, resourceful, deadline driven and supportive of the wider team Quality oriented with great attention to detail Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes IT literate and analytical Chartered Insurance Institute Certificate in Insurance (hold/willing to work towards)

#

What we offer

28days 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

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