Senior Account Handler / Account Handler in Newcastle upon Tyne

Senior Account Handler / Account Handler in Newcastle upon Tyne

Newcastle upon Tyne Full-Time 35000 - 45000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage client insurance needs and build strong relationships in a collaborative environment.
  • Company: Join Lycetts Insurance Brokers, part of Benefact Group, known for its inclusive culture.
  • Benefits: Enjoy competitive salary, hybrid working, generous leave, and career development support.
  • Other info: Ranked among the UK's best companies to work for, with a focus on charity.
  • Why this job: Be part of a company that invests in people and makes a positive impact.
  • Qualifications: Experience in insurance and excellent communication skills are essential.

The predicted salary is between 35000 - 45000 £ per year.

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Newcastle Upon Tyne or London

About the role

Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Senior Account Handler or Account Handler to join our Newcastle Upon Tyne or London office. In this role, you’ll be the trusted expert supporting our Account Executives, managing the full lifecycle of clients’ insurance needs from new business and renewals to handling mid‑term adjustments. You’ll use your technical knowledge to provide solutions, deepen client relationships, and contribute directly to the growth of our corporate book. If you thrive in a collaborative environment, enjoy building strong client partnerships, and want to be part of a business that invests in both its people and its purpose, this is a fantastic opportunity to take the next step in your insurance career.

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

  • Act as the main point of contact for clients and insurers, managing policies from quotation through to renewal.
  • Arrange, amend, and renew general insurance policies within delegated authority, ensuring accurate and timely documentation and invoicing.
  • Prepare renewals, remarket policies when needed, and manage renewal lists efficiently.
  • Deliver excellent client service by responding to queries within agreed timescales and supporting overall retention goals.
  • Maintain accurate records and ensure full compliance with FCA and internal standards, including assisting with claims notifications.
  • Identify opportunities to cross‑sell, up‑sell, and refer clients to other business areas, contributing to new business and retention targets.
  • Collaborate closely with Account Executives, underwriters, and internal teams to provide technical and administrative support.
  • Negotiate terms within authority limits, issue policy documentation when conditions are met, and elevate referrals appropriately.

What you'll need to have

  • Strong understanding of general insurance principles and market practices.
  • Detailed knowledge of and experience in corporate and/or commercial insurance products.
  • Awareness of FCA regulatory requirements and compliance standards.
  • Good understanding of insurer markets and broking platforms (e.g., Acturis).
  • Excellent communication and client‑handling skills.
  • Strong negotiation, organisational, and time‑management capability.
  • High accuracy and attention to detail.
  • Skilled at identifying commercial opportunities.
  • Proven experience managing a client book, including renewals, MTAs, and new business.
  • Cert CII qualification or relevant broker experience.

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, 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.

Senior Account Handler / Account Handler in Newcastle upon Tyne employer: Benefact Group plc

Lycetts Insurance Brokers, part of the Benefact Group, is an exceptional employer that fosters a collaborative and inclusive culture, dedicated to making a positive impact while offering meaningful career development opportunities. With a commitment to employee well-being, competitive benefits, and a strong focus on sustainability, working in either Newcastle Upon Tyne or London provides a unique chance to grow within a rapidly expanding organisation that prioritises both its people and charitable contributions.

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Contact Details:

Benefact Group plc Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Senior Account Handler / Account Handler in Newcastle upon Tyne

Dive Into Industry Networking Events

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Look Out for Graduate Schemes

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We think you need these skills to ace Senior Account Handler / Account Handler in Newcastle upon Tyne

General Insurance Principles
Corporate Insurance Products
Commercial Insurance Products
FCA Regulatory Requirements
Client Handling Skills
Negotiation Skills
Organisational Skills

Some tips for your application 🫡

Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.

Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.

Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Benefact Group plc.

Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Benefact Group plc. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.

How to prepare for a job interview at Benefact Group plc

Know Your Numbers: Insurance Fundamentals

Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Benefact Group plc to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.

Showcase Your Analytical Side

In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!

Prepare for Behavioural Questions

As a full-timer at Benefact Group plc, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.

Know the Company Culture Inside Out

Understanding Benefact Group plc's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.