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For Companies At a Glance
- Tasks: Build strong client relationships and manage accounts with tailored insurance solutions.
- Company: Join Lycetts Insurance Brokers, part of Benefact Group, in a supportive Yorkshire team.
- Benefits: Competitive salary, hybrid working, generous leave, and career development support.
- Other info: Inclusive culture with opportunities for growth and professional qualifications.
- Why this job: Make a real impact by delivering exceptional service and driving client retention.
- Qualifications: Strong organisational skills and ability to engage professionally with clients.
The predicted salary is between 30000 - 40000 £ per year.
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Yorkshire
About the Role
Lycetts Insurance Brokers, part of Benefact Group, are looking for an Account Handler or Senior Account Handler to join our Yorkshire office. As a specialist insurance brokerage, we provide tailored insurance solutions and exceptional service to our clients. 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. Our Yorkshire‑based team offers farm, estate, private client, forestry, equine and commercial insurance services to clients across the North of England.
What you’ll be doing
- Develop strong, long‑term relationships with a portfolio of clients, managing their accounts to meet 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 enhance teamwork and collaboration
What you’ll need to have
- Ability to engage professionally with clients and colleagues
- Strong organisational skills managing multiple tasks and priorities efficiently, especially in relation to client enquiries, documentation and meeting preparation
- Attention to detail in preparing quotations and compliance‑related documentation
What makes you stand out
- Previous insurance experience
- Experience in obtaining quotes and placing business
- Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
What we offer
- A competitive salary – discussion based on experience
- Hybrid working available upon successful completion of probation
- Employer pension contribution of 5% rising to 10% after 5 years of membership in the pension scheme
- Annual bonus scheme – discretionary based on individual and company performance
- Life assurance 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 days for 5 and 10 years of 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 to help employees stay healthy and feel supported
We welcome applications from everyone and we are committed to creating an inclusive culture.
Account Handler / Senior Account Handler employer: Benefact Group
Contact Detail:
Benefact Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler / Senior Account Handler
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who might know someone at Lycetts. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by researching common questions for Account Handler roles. We recommend practising your responses with a friend or in front of a mirror to boost your confidence and ensure you come across as professional and knowledgeable.
✨Tip Number 3
Showcase your negotiation skills! During interviews, share specific examples of how you've successfully negotiated quotes or managed client relationships. This will highlight your experience and make you stand out as a candidate.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Lycetts.
We think you need these skills to ace Account Handler / Senior Account Handler
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your relevant experience in insurance. We want to see how your skills align with the role of Account Handler or Senior Account Handler, so don’t hold back on showcasing your strengths!
Showcase Your Relationship-Building Skills: Since building strong relationships is key in this role, share examples of how you've successfully managed client accounts in the past. We love to see real-life stories that demonstrate your ability to engage professionally with clients and colleagues.
Be Detail-Oriented: Attention to detail is crucial, especially when preparing documentation and quotes. Make sure your application is free from typos and errors, and consider including specific instances where your attention to detail made a difference in your previous roles.
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Benefact Group
✨Know Your Stuff
Before the interview, make sure you understand the insurance industry and the specific services offered by Lycetts. Brush up on your knowledge of farm, estate, and commercial insurance, as well as any recent trends or changes in the market. This will show that you're genuinely interested and prepared.
✨Build Rapport
During the interview, focus on building a connection with your interviewers. Use their names, maintain eye contact, and engage in active listening. Share relevant experiences that demonstrate your ability to develop strong relationships with clients and colleagues, as this is key for the role.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage multiple tasks and priorities. Prepare examples of how you've successfully handled client enquiries, documentation, and deadlines in the past. Highlight your attention to detail, especially when it comes to preparing quotations and compliance-related documents.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This could be about the team dynamics, the company's approach to client relationships, or opportunities for professional development. It shows that you're engaged and thinking about how you can contribute to the company.