At a Glance
- Tasks: Manage clients' insurance needs and support Account Executives in a dynamic environment.
- Company: Join Lycetts Insurance Brokers, part of the Benefact Group, in Newcastle or London.
- Benefits: Competitive salary, hybrid working, pension contributions, and annual bonuses.
- Other info: Great career development opportunities and supportive work culture.
- Why this job: Be a trusted expert and make a real impact in the insurance industry.
- Qualifications: Experience in corporate insurance and strong client-handling skills required.
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.
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 4x 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 providing a wide range of benefits to help employees stay healthy and supported.
Senior Account Handler / Account Handler in Newcastle upon Tyne employer: Benefact Group
Lycetts Insurance Brokers, part of Benefact Group, is an exceptional employer that prioritises employee growth and well-being. With a collaborative work culture in Newcastle Upon Tyne or London, we offer competitive salaries, hybrid working options, and generous benefits including a robust pension scheme and career development support. Join us to thrive in a role where your expertise directly contributes to client success and corporate growth.
