Account Handler Lycetts · Edinburgh, Ayr ·
Account Handler Lycetts · Edinburgh, Ayr ·

Account Handler Lycetts · Edinburgh, Ayr ·

Full-Time 28800 - 43200 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage client accounts, build relationships, and ensure smooth renewal processes.
  • Company: Join Lycetts, part of Benefact Group, a top-rated employer in the UK.
  • Benefits: Competitive salary, hybrid working, generous leave, and career development support.
  • Why this job: Make a difference while growing your career in a supportive, inclusive environment.
  • Qualifications: Organisational skills, broking experience, and strong communication abilities required.
  • Other info: Be part of a charitable group with a mission to empower and reward talent.

The predicted salary is between 28800 - 43200 £ per year.

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Edinburgh or Ayr (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 or Ayr office. This is a fantastic opportunity to join Lycetts as an Account Handler, you’ll play a key role in delivering outstanding service to our clients and prospects. You’ll collaborate with executives to manage accounts day-to-day, build trusted relationships, and help drive retention and growth through proactive, high-quality support.

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

  • Develop strong, long-term relationships with a portfolio of clients, managing their accounts in a way that meets their specific servicing needs
  • Prepare renewal schedules and proactively contact clients ahead of deadlines, ensuring compliance needs are met and a smooth renewal process is achieved.
  • Negotiate alternative quotes before renewal dates, offering clients valuable options and tailored solutions
  • Handle all documentation - including invoices and credit notes - with accuracy and efficiency
  • Manage claims promptly and within regulatory timescales, by utilising our central service claims team.
  • Build and maintain positive relationships with Insurance companies and colleagues within our various Lycett’s departments.
  • Operate an effective credit control process and provide timely reporting as required
  • Support operational needs of the business when requested to do so to enhance teamwork and collaboration.

What you’ll need to have

  • 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 communication 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

  • A competitive salary - let's discuss it
  • 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 cover up to 4 × salary, and Group Income Protection scheme up to 65% of 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.
  • An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported.

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 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.

Account Handler Lycetts · Edinburgh, Ayr · employer: Benefact Group plc

Lycetts Insurance Brokers, part of the Benefact Group, is an exceptional employer located in Edinburgh and Ayr, offering a collaborative and inclusive work culture that prioritises employee well-being and professional growth. With hybrid working options, competitive salaries, and a commitment to charitable giving, employees are empowered to make a meaningful impact while enjoying generous benefits and career development opportunities within a rapidly growing organisation ranked among the UK's best companies to work for.
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Contact Detail:

Benefact Group plc Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Account Handler Lycetts · Edinburgh, Ayr ·

Tip Number 1

Network like a pro! Reach out to your connections on LinkedIn or even in person. Let them know you're on the lookout for an Account Handler role at Lycetts. You never know who might have a lead or can put in a good word for you!

Tip Number 2

Prepare for those interviews! Research common questions for Account Handler positions and practice your responses. Make sure to highlight your broking experience and how you can build strong relationships with clients.

Tip Number 3

Show off your skills! If you have any relevant certifications or training, make sure to mention them during your conversations. This will help us see how you can contribute to our team and support our clients effectively.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows us you’re genuinely interested in joining the Lycetts family. Good luck!

We think you need these skills to ace Account Handler Lycetts · Edinburgh, Ayr ·

Organisational Ability
Broking Experience
Knowledge of Commercial Insurance Products
Client Communication Skills
Negotiation Skills
Relationship Building
FCA Requirements Knowledge
Documentation Management
Claims Management
Credit Control Process
Proactive Client Engagement
Team Collaboration
Attention to Detail

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Account Handler role. Highlight your relevant experience in broking, especially in farm & estate, household, and liability insurance. We want to see how your skills align with what we’re looking for!

Showcase Your Communication Skills: Since this role involves building relationships with clients and insurers, it’s crucial to demonstrate your confident communication skills. Use clear and concise language in your application to reflect your ability to communicate effectively both in writing and verbally.

Highlight Your Organisational Skills: As an Account Handler, good organisational ability is key. In your application, mention any experiences where you successfully managed multiple tasks or projects. This will show us that you can handle the day-to-day demands of the role.

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, you’ll find all the details about the role and our company culture there!

How to prepare for a job interview at Benefact Group plc

Know Your Stuff

Before the interview, make sure you brush up on your knowledge of commercial insurance products and the specific services offered by Lycetts. Familiarise yourself with their approach to client relationships and how they manage accounts. This will show that you're genuinely interested in the role and understand what it entails.

Showcase Your Communication Skills

As an Account Handler, you'll need to communicate effectively with clients and colleagues. Prepare examples of how you've successfully built relationships in the past, whether through phone calls or emails. Practising clear and confident responses will help you shine during the interview.

Demonstrate Organisational Ability

Highlight your organisational skills by discussing how you've managed multiple accounts or projects simultaneously. Bring up specific tools or methods you use to stay organised, as this is crucial for handling renewals and documentation efficiently.

Prepare Questions

Interviews are a two-way street, so come prepared with thoughtful questions about the company culture, team dynamics, and growth opportunities. This not only shows your interest but also helps you determine if Lycetts is the right fit for you.

Account Handler Lycetts · Edinburgh, Ayr ·
Benefact Group plc
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