Salary: Starting from £27,000.00 (depending on experience)

Working hours: 35 hours per week

Duration: Permanent 

Location: Taunton

About the role

Lloyd & Whyte, who are proudly part of Benefact Group, are looking for an experienced Accounts Assistant to join our Finance team in their Taunton office.

The successful candidate will have previous experience within a similar accounts based role (preferably within insurance) and will be responsible for providing accounting support to the Finance Team, ensuring high levels of service are provided to our partners.

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. 

Key responsibilities

• Achieve individual objectives and key performance indicators as set and agreed
• Reconciliation of insurance company accounts including liaising with insurers to reconcile queries
• Communicating with colleagues with a view to settling any queries on premium postings
• Distributing refunds to clients
• Assist with administration relating to external and in-house direct debit schemes
• Reconciliation of system accounts against bank statements
• Accurate processing of accounting entries into relevant systems
• Ensure the Company accounting records are always up to date and appropriate escalation is taken
• Work collaboratively with all colleagues to deliver an exceptional client experience
• Ad hoc tasks as directed
• Support colleagues from all areas of the business as required

Knowledge, skills and experience

• Proven experience within a fast based Accounts role 
• Experience in / understanding of the UK Insurance Industry (strongly preferred)
• AAT Level 3 qualification
• Hold / Willing to working towards AAT Level 4 qualification
• 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

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 are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. 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.