Assistant Account Handler - Trade Credit in Lichfield

Assistant Account Handler - Trade Credit in Lichfield

Lichfield Full-Time 25000 - 32000 £ / year (est.) No working from home possible
Clear Group

At a Glance

  • Tasks: Support the team in delivering excellent service and develop your insurance knowledge.
  • Company: Join Rycroft Associates, a collaborative Trade Credit Insurance brokerage.
  • Benefits: Full training, mentoring, and potential career progression within a supportive team.
  • Other info: Opportunity to achieve Cert CII and grow within a dynamic business.
  • Why this job: Gain hands-on experience in a specialist field while making a real impact.
  • Qualifications: Experience in admin roles, strong organisational skills, and a proactive attitude.

The predicted salary is between 25000 - 32000 £ per year.

We’re looking for an Assistant Account Handler to join the team, an entry‑level role ideal for someone returning to work, a graduate, or an administrator ready to build a career in insurance. This is a full‑time office‑based role on a fixed‑term contract for 12 months. This role is about learning properly - not being thrown in, and not being left behind. It’s for someone who wants structure, support and real exposure within a specialist insurance team.

Rycroft Associates, part of the Clear Group, is a specialist Trade Credit Insurance brokerage based in Lichfield. We’re a small, office‑based highly collaborative team, working closely day‑to‑day to deliver tailored credit insurance solutions that help businesses protect cashflow, manage risk and grow with confidence. Trusted by insurers and clients alike, we’re known for our personalized service, technical expertise and commitment to doing things properly. Since joining Clear Group in June 2024, we’ve continued to build on a strong heritage while investing in people, processes and long‑term capability.

What you’ll be doing

  • Supporting the team in delivering excellent service while developing your technical knowledge and confidence.
  • Assisting with client queries, ensuring professional and timely responses.
  • Supporting the preparation and renewal of trade credit insurance policies.
  • Helping maintain strong client relationships by understanding their insurance needs.
  • Assisting with new business, renewals, endorsements and cancellations.
  • Maintaining accurate and up‑to‑date client records and documentation.
  • Reviewing policy documents to ensure accuracy and completeness.
  • Supporting insurer liaison and assisting with negotiations on terms and premiums.
  • Ensuring all activity aligns with FCA regulations and internal standards.
  • Working closely with Account Executives and colleagues to support smooth client delivery.
  • Sharing knowledge and supporting the wider team where needed.

What you’ll bring

  • Experience in an administrative or support role, ideally within insurance or a related sector.
  • Strong organizational skills and the ability to manage multiple tasks.
  • Clear communication skills and a genuine focus on client service.
  • High attention to detail and pride in getting things right.
  • A proactive, positive attitude and willingness to learn.
  • Comfort working as part of a small, close‑knit team.

Nice to have (but not essential):

  • A basic understanding of commercial insurance.
  • Familiarity with systems such as Acturis.
  • Awareness of FCA compliance and regulatory standards.

This role won’t suit everyone:

  • You’re looking for a role with no learning curve.
  • You prefer working independently with minimal interaction.
  • You’re not interested in developing technical insurance knowledge.

Why join our team

You’ll be joining a specialist, office‑based team where collaboration is central and your contribution is visible. We provide full training, hands‑on support and mentoring, along with support towards achieving Cert CII. There is genuine potential to progress into an Account Handler role for those who demonstrate capability, curiosity and commitment. As part of Clear Group, you’ll benefit from being in a growing, ambitious business that values professionalism, learning and long‑term careers - while still working within a team that knows each other well and works closely every day.

Eligibility

Applicants must have the legal right to work in the UK.

Assistant Account Handler - Trade Credit in Lichfield employer: Clear Group

Rycroft Associates, part of the Clear Group, is an excellent employer for those looking to build a rewarding career in insurance. With a strong focus on collaboration and support, employees receive comprehensive training and mentoring, ensuring they are well-prepared to excel in their roles. The office-based environment in Lichfield fosters close-knit teamwork, while the company's commitment to professional development offers genuine opportunities for growth within a dynamic and ambitious business.

Clear Group

Contact Details:

Clear Group Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Assistant Account Handler - Trade Credit in Lichfield

Tip Number 1

Network like a pro! Reach out to people in the insurance industry, especially those at Rycroft Associates or similar firms. A friendly chat can open doors and give you insights that a job description just can't.

Tip Number 2

Prepare for interviews by practising common questions related to client service and teamwork. We recommend role-playing with a friend or using online resources to boost your confidence and polish your responses.

Tip Number 3

Show your enthusiasm for learning! In your conversations, highlight your eagerness to develop technical knowledge in trade credit insurance. This will resonate well with the team’s focus on support and growth.

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 genuinely interested in being part of our collaborative team.

We think you need these skills to ace Assistant Account Handler - Trade Credit in Lichfield

Client Service Skills
Organizational Skills
Communication Skills
Attention to Detail
Proactive Attitude
Team Collaboration
Technical Knowledge in Insurance

Some tips for your application 🫡

Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Assistant Account Handler role. Highlight any administrative experience and your ability to work in a team, as these are key for us.

Craft a Personal Cover Letter:Use your cover letter to show us your personality! Explain why you’re interested in the insurance sector and how you can contribute to our collaborative team. A personal touch goes a long way!

Showcase Your Attention to Detail:In this role, accuracy is crucial. Make sure your application is free from typos and errors. This will demonstrate your attention to detail and commitment to getting things right, which we value highly.

Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the role!

How to prepare for a job interview at Clear Group

Know Your Stuff

Before the interview, make sure you understand the basics of trade credit insurance and the role of an Assistant Account Handler. Brush up on key terms and concepts so you can speak confidently about them during your chat.

Show Your Team Spirit

Since this role is all about collaboration, be ready to share examples of how you've worked well in a team before. Highlight your communication skills and how you’ve supported colleagues in past roles to demonstrate that you’re a great fit for their close-knit environment.

Ask Smart Questions

Prepare thoughtful questions about the company culture, training opportunities, and what success looks like in this role. This shows you're genuinely interested and eager to learn, which aligns perfectly with what they’re looking for.

Be Yourself

While it’s important to be professional, don’t forget to let your personality shine through. They want someone who fits into their team, so being authentic will help you connect with the interviewers and show them you’re the right person for the job.