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Account Handler
Salary: Starting from £26,000.00 (depending on experience)
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Llanelli
About The Role
Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Account Handler to join our Community Broking team in their Llanelli office.
As a 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.
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
- Achieve agreed KPIs, meet workflow standards, maintain accurate activity logs, and ensure strong new‑business, retention, claims and client money collection.
- Provide holistic insurance reviews, manage client relationships, attend meetings/exhibitions, handle complex referrals/underwriting, and stay current on products, trends and market opportunities
- Coach colleagues, support competency development, assist with workflow organisation, promote company values, and ensure consistent, compliant processes including call/file assessments
- Work across teams to maximise new and existing business opportunities, share market insights, identify new products/introducers, and escalate issues appropriately.
- Champion Treating Customers Fairly, ensure excellent service outcomes, support complaint handling requirements, and maintain clear, timely communication with clients throughout claims and service interactions.
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What you'll need to have
- 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
- Highly organised, analytical and detail driven, able to manage deadlines, support the wider team, embrace new challenges and proactively influence positive outcomes and opportunities
- Creative and effective in helping to shape the team to focus on service, quality standards and efficiency
What makes you stand out
- Chartered Insurance Institute Certificate 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 and approachable, who genuinely enjoys building relationships and thrives in 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.
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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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