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For Companies At a Glance
- Tasks: As an Account Handler, you'll manage client relationships and handle insurance inquiries.
- Company: Join Lycetts Insurance Brokers, part of Benefact Group, a leading independent insurance provider.
- Benefits: Enjoy hybrid working, generous annual leave, and a 5% pension contribution.
- Why this job: Be part of a purpose-led organisation with career growth opportunities and a culture of kindness.
- Qualifications: Previous broking experience and strong communication skills are essential.
- Other info: We welcome diverse applicants and offer support throughout the recruitment process.
The predicted salary is between 28800 - 43200 £ per year.
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Edinburgh (hybrid working of 2 days working from home per week available upon successful completion of probation)
About the role
Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Account Handler to join our Edinburgh office. Lycetts is a well-established independent insurance broker with a focus on farms, estates, and other rural businesses. We also offer bespoke financial services, high-net-worth household coverage, commercial and bloodstock insurance and risk management advice.
As an Account Handler, you will play a crucial role in maintaining strong relationships with clients while contributing to business growth through proactive engagement. The role has authority to deal with insurers and clients as required to transact business. 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
- Prepare renewal schedules and proactively reach out to clients before renewal dates, ensuring compliance with industry regulations.
- Handle incoming new business inquiries promptly and prepare customised quotations for potential clients.
- Use your negotiation skills to explore alternative quotes and find the best solutions for clients well in advance of renewal deadlines.
- Manage all documentation, including invoices, credit notes, and other paperwork, ensuring a seamless renewal experience for our clients.
- Identify cross-selling opportunities within our client base and collaborate with colleagues to maximise revenue.
- Work alongside our dedicated Claims Handler to provide efficient claims handling support when needed.
- Prioritise client requests and strive for satisfactory outcomes, building strong relationships with our valued clients.
- Adhere to compliance procedures, FCA guidelines, and maintain organised file management.
- Foster positive relationships with insurance companies, ensuring smooth communication and efficient service delivery.
- Monitor delegated authority under agency agreements and maintain an effective credit control system.
Knowledge, skills and experience
- Good organisational ability
- Previous broking experience preferably specialising in farm & estate, household and liability insurance
- Knowledge of wide range of commercial insurance products and companies
- Experience in obtaining information from clients via telephone & e-mail
- Experience in obtaining quotes and placing business
- Confident communications skills – both written & oral
- Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
- Sound knowledge of FCA requirements within a broking role
What we offer
- Hybrid working available upon successful completion of probation
- Employer pension contribution of 5% rising to 10% after 5 years membership of the pension scheme
- Annual Bonus scheme (Discretionary based on individual and company performance)
- Life Assurance cover up to 4 x salary
- 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years’ service respectively)
- Career development opportunities with funded support and financial incentives for all professional qualifications.
About us
The Lycetts group has over 60 years’ experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores. 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.
Account Handler employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler
✨Tip Number 1
Familiarise yourself with the specific insurance products that Lycetts offers, especially those related to farms and estates. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Lycetts on platforms like LinkedIn. Engaging with them can provide valuable insights into the company culture and expectations, which can be a great advantage during your application process.
✨Tip Number 3
Brush up on your negotiation skills, as this role requires you to explore alternative quotes for clients. Consider role-playing scenarios with friends or colleagues to build confidence in your negotiation techniques.
✨Tip Number 4
Prepare to discuss how you would handle client relationships and compliance procedures in detail. Think of examples from your past experience that showcase your organisational abilities and adherence to regulations, as these are key aspects of the Account Handler role.
We think you need these skills to ace Account Handler
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in insurance broking, particularly in farm and estate, household, and liability insurance. Use specific examples to demonstrate your organisational skills and client relationship management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your negotiation skills and ability to build relationships with clients and insurers. Mention your understanding of FCA requirements and how you can contribute to the company's growth.
Highlight Relevant Skills: In your application, emphasise your confident communication skills, both written and oral. Provide examples of how you've successfully handled client inquiries and managed documentation in previous roles.
Show Enthusiasm for the Role: Express your excitement about the opportunity to work with Lycetts Insurance Brokers and your commitment to their values. Mention your interest in career development and how you align with their purpose-led organisation.
How to prepare for a job interview at Benefact Group plc
✨Know Your Insurance Basics
Make sure you brush up on your knowledge of insurance products, especially those related to farms, estates, and high-net-worth households. Being able to discuss these topics confidently will show that you're well-prepared and understand the industry.
✨Demonstrate Your Relationship-Building Skills
Since the role involves maintaining strong client relationships, be ready to share examples of how you've successfully built rapport with clients in the past. Highlight your communication and negotiation skills, as these are crucial for an Account Handler.
✨Prepare for Compliance Questions
Familiarise yourself with FCA guidelines and compliance procedures relevant to the broking role. Be prepared to discuss how you would ensure adherence to these regulations in your daily tasks.
✨Showcase Your Organisational Skills
The job requires good organisational ability, so think of examples where you've effectively managed multiple tasks or projects. Discuss how you prioritise client requests and maintain documentation to ensure a seamless experience.
