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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: Competitive salary, hybrid working, generous leave, and career development support.
- Why this job: Kickstart your career in insurance with comprehensive training and real impact.
- Qualifications: Good organisational skills and confident communication abilities required.
- Other info: Be part of a charitable group committed to making a difference.
The predicted salary is between 20000 - 30000 £ 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 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 & e‑mail
- 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 current employees at Lycetts on LinkedIn or other platforms. Ask them about their experiences and any tips they might have for landing the Trainee Account Handler role.
✨Tip Number 2
Prepare for the interview by practising common questions related to client engagement and negotiation skills. We recommend doing mock interviews with friends or family to boost your confidence.
✨Tip Number 3
Show your enthusiasm for the insurance industry! Research recent trends and news, and be ready to discuss how you can contribute to Lycetts' mission of making a difference.
✨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 you’re serious about joining our fantastic team.
We think you need these skills to ace Trainee Insurance Account Handler Lycetts · Edinburgh ·
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Trainee Account Handler role. Highlight any relevant experience in client communication or insurance, and don’t forget to showcase your organisational abilities!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your enthusiasm for the role and the company. Mention why you’re excited about joining Lycetts and how you can contribute to their mission of making a difference.
Show Off Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application showcases your confident communication style. Keep it clear, concise, and professional – we want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
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. Brush up on key terms and concepts, as well as the specific services offered by Lycetts. This will show your enthusiasm and readiness to learn.
✨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 will demonstrate your confidence and ability to build relationships.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving and negotiation skills. Think of scenarios where you had to negotiate or resolve a conflict, and be ready to discuss how you handled them. This will highlight your ability to thrive in a client-facing role.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, training opportunities, or career progression. This shows your genuine interest in the role and helps you determine if it's the right fit for you.
