Benefact Group
Commercial Account Handler
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Salary: Starting from £35,000.00 (depending on experience) plus bonus potential
Working hours: 35 hours per week
Duration: Permanent
Location: Totnes
About the role
Naturesave Insurance, who are proudly part of Benefact Group, are looking for a Commercial Account Handler to join our Totnes office.
An exciting opportunity to join the growing team at Naturesave, an award-winning Insurance Broker, with over 30 years’ experience in providing ethical and sustainable personal and commercial insurance.
As a Commercial Account Handler, you will deliver commercial insurance sales income targets through effective sales and relationship management techniques. You will provide expert advice, conduct thorough client review meetings with both existing and new commercial insurance clients to maximise business opportunities and support the overall business strategy.
Please note that whilst we are happy to consider this being a remote role, travel to our Totnes office will be required at least once a month. Further details can be discussed at interview stage.
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 business objectives by securing new business opportunities, retaining existing clients, meeting service KPIs, and maintaining high workflow standards.
- Deliver strong individual and team performance by consistently meeting agreed KPIs and contributing positively to overall business success.
- Maintain and develop technical expertise through ongoing learning of products, market developments, and underwriting guidelines, enabling effective management of complex cases and referrals.
- Conduct comprehensive insurance reviews to identify customer needs and recommend appropriate products and solutions for both new and existing clients.
- Manage underwriting and claims efficiently by operating within authorised underwriting levels, progressing claims promptly, and providing clear communication to clients throughout the settlement process.
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What you'll need to have
- Proven experience with the Commercial Insurance Industry
- Confident and capable of building rapport over the telephone to provide an excellent client experience
- Proactive and innovative approach to team development, helping to drive service excellence, quality standards, and operational efficiency.
- Ability to work in a regulated, compliant and client-focused environment
- Highly organised and resourceful, with the ability to manage competing priorities, meet deadlines, and support colleagues to achieve shared goals.
What makes you stand out
- Chartered Insurance Institute Certificate in Insurance (hold/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
"At Naturesave, we put planet, people & purpose before profit. By joining us, you would embark on a career that’s as rewarding as it is impactful and become part of a growing & developing team where your work protects communities and the environment."
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About us
Naturesave Insurance is a UK award-winning green and ethical Insurance Broker with over 30 years of experience providing insurance to some of the UK's greenest homes, individuals, and organisations. In 2022 we became part of the Lloyd & Whyte Group and are now proudly part of the Benefact Group.
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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