Commercial Account Handler

Salary:  Up to £35,000.00 (depending on experience)

Working hours: 35 hours per week, Monday to Friday

Duration:  Permanent

Location: Cardiff

About the role

Lloyd & Whyte , who are proudly part of  Benefact Group , are looking for a Commercial Account Handler to join Severn Bay Corporate Solutions LTD , newly part of our Community Broking team, in their Cardiff office.

Severn Bay have recently joined Community Broking , part of the Lloyd & Whyte group. This is a great opportunity for an experienced Commercial Account Handler to join our growing team in Cardiff.

As a Commercial 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. As Account Handler , you will be supporting Account Executives to deliver exceptional service and advice to commercial clients.

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

• Support Senior Account Executives in managing and servicing commercial insurance accounts.

• Process new business, renewals, mid-term adjustments, and cancellations using Acturis.

• Prepare and issue policy documentation, renewal reports, and client correspondence.

• Liaise with insurers to obtain quotations, negotiate terms, and secure cover for clients.

• 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.

What you'll need to have

• Experience using the Acturis broking platform.

• 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, attentive, resourceful, deadline driven and supportive of the wider team.

• Driven to be pro-active to new challenges and positively shape the desired opportunities and outcomes.

What makes you stand out

• Hold a Chartered Insurance Institute Certificate in Insurance

• Experience supporting Account Executives in a broking environment

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

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