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For Companies At a Glance
- Tasks: Engage with clients and manage insurance accounts while learning the ropes.
- Company: Join Lycetts, part of Benefact Group, a top-rated employer in the UK.
- Benefits: Enjoy hybrid working, competitive salary, and generous annual leave.
- Why this job: Kickstart your career in insurance with comprehensive training and growth opportunities.
- Qualifications: Strong communication skills and a knack for building relationships.
- Other info: Be part of a charitable organisation making a real difference in the community.
The predicted salary is between 8000 - 14000 £ per month.
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 a Trainee Account Handler to join our Edinburgh office. Join our team as a Trainee Account Handler and be at the forefront of client relationship management while contributing to business growth through proactive engagement. This role offers a comprehensive training program designed to equip you with the skills needed to become a proficient insurance professional. An excellent opportunity for anyone eager to kickstart or advance their career in the insurance industry.
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
- Engage with clients and prepare renewal documentation ahead of renewal dates.
- Be the welcoming face for incoming new business inquiries, crafting impressive new business submissions and quotations.
- Utilise your negotiation finesse to secure alternative quotes, always striving for the best outcome, where appropriate.
- Deal with the documentation, invoices, credit notes, and more, ensuring a seamless experience for our clients.
- Comply with file management, compliance procedures, and FCA guidelines, maintaining meticulously updated records.
- Nurture strong relationships with esteemed insurance companies.
What you’ll need to have
- Good organisational ability
- Experience in obtaining information from clients via telephone & email
- Confident communications skills – both written & oral
- Good negotiating skills and the ability to build good relationships with internal and external stakeholders
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 Assurance cover up to 4 x 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, have enabled us to build a culture of kindness, great ambition, and 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.
Trainee Insurance Account Handler Lycetts · Edinburgh · employer: Benefact Group plc
Contact Detail:
Benefact Group plc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Insurance Account Handler Lycetts · Edinburgh ·
✨Tip Number 1
Network like a pro! Reach out to people in the insurance industry, especially those at Lycetts. A friendly chat can open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for interviews by practising common questions and scenarios related to client engagement and negotiation. We want you to feel confident and ready to showcase your skills!
✨Tip Number 3
Show your enthusiasm for the role! When you get the chance to speak with recruiters or during interviews, let them know why you're excited about becoming a Trainee Account Handler at Lycetts.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows you’re serious about joining our team.
We think you need these skills to ace Trainee Insurance Account Handler Lycetts · Edinburgh ·
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Trainee Account Handler role. Highlight any relevant experience or skills that match what we're looking for, like your communication and organisational abilities.
Show Your Enthusiasm: Let your passion for the insurance industry shine through in your application. We love candidates who are eager to learn and grow, so don’t hold back on expressing why you want to join us at Lycetts!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language and avoid jargon. This will help us see your communication skills right from the start!
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way to ensure it gets into the right hands and helps us keep track of all applicants efficiently.
How to prepare for a job interview at Benefact Group plc
✨Know Your Stuff
Before the interview, make sure you understand the basics of insurance and the role of an Account Handler. Familiarise yourself with common terms and processes in the industry. This will not only help you answer questions confidently but also show your genuine interest in the field.
✨Showcase Your Communication Skills
Since this role involves engaging with clients, practice articulating your thoughts clearly. Prepare examples of how you've effectively communicated in past roles or situations. This could be through phone calls, emails, or face-to-face interactions—anything that highlights your ability to connect with others.
✨Demonstrate Your Organisational Skills
Being organised is key for a Trainee Account Handler. Think of specific instances where you managed multiple tasks or projects successfully. Bring these examples to the interview to illustrate your ability to handle documentation and client inquiries efficiently.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and what success looks like in this role. This shows you're not just interested in the job, but also in how you can grow within the company.
