Account Handler

Account Handler

Marlborough Full-Time 30000 - 42000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Prepare renewal schedules, negotiate quotes, and handle client documentation efficiently.
  • Company: Join Lycetts Insurance Brokers, part of Benefact Group, a top-rated employer.
  • Benefits: Enjoy hybrid working, competitive salary, annual bonus, and generous leave.
  • Why this job: Be part of a supportive team making a difference in the insurance industry.
  • Qualifications: Insurance experience preferred, with strong customer service and negotiation skills.
  • Other info: Great career development opportunities in a culture of kindness and ambition.

The predicted salary is between 30000 - 42000 £ per year.

Location: Marlborough, England, United Kingdom

Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Marlborough (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 an Account Handler to join our Marlborough office.

Our Lycetts Marlborough-based team specialises in bloodstock, equine, private client, farm and estate insurance. From the world of bloodstock and racing, on the flat and over jumps, to the leisure horse owner, from the equine sports of eventing, dressage and show jumping to all levels of polo, we can cover all equine disciplines in respect of their related property, liability and personal insurance requirements.

This is a fantastic opportunity to join Lycetts as an Account Handler; 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.

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 top 50 Best Large Companies to Work For in 2024, 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

  • Develop strong, long-term relationships with a portfolio of clients, managing their accounts in a way that meets 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 do so to enhance teamwork and collaboration.

What you\’ll need to have

  • Insurance experience (preferably in a broking role), and preferably with experience in the equine and/or property sectors.
  • Knowledge of farm, equine establishments and associated liabilities, motor and household insurance products and companies
  • Experience in obtaining quotes and placing business
  • Good confident customer skills – both written & oral
  • Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
  • Good organisational ability
  • Sound knowledge of FCA requirements within a broking role

What we offer

  • 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
  • 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.

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

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.

If you need any additional support during the recruitment process, please let us know.

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Account Handler employer: Lycetts

Lycetts Insurance Brokers, part of Benefact Group, is an exceptional employer located in Marlborough, offering a collaborative and inclusive work culture that prioritises employee growth and development. With hybrid working options, competitive benefits including a generous pension scheme, annual bonus, and 25 days of annual leave, employees are empowered to thrive in a supportive environment while contributing to a company that donates all profits to charity. Join a team that values teamwork and is committed to making a positive impact in the community.
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Contact Detail:

Lycetts Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Account Handler

✨Tip Number 1

Network like a pro! Reach out to your connections in the insurance and equine sectors. A friendly chat can lead to opportunities that aren’t even advertised yet.

✨Tip Number 2

Prepare for interviews by researching Lycetts and their values. Show us you’re not just interested in the role, but also in being part of our mission to make a difference.

✨Tip Number 3

Practice your negotiation skills! As an Account Handler, you’ll need to demonstrate your ability to build relationships and negotiate effectively with clients and insurers.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed and shows us you’re serious about joining our team.

We think you need these skills to ace Account Handler

Insurance Experience
Knowledge of Equine and Property Sectors
Customer Service Skills
Negotiation Skills
Organisational Ability
FCA Compliance Knowledge
Documentation Management
Claims Handling
Credit Control Management
Relationship Building
Quote Acquisition and Business Placement

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Account Handler role. Highlight your insurance experience, especially in equine and property sectors, and show us how your skills align with what we're looking for.

Show Off Your Customer Skills: We love candidates who can communicate well! Use your written application to demonstrate your confident customer skills. Share examples of how you've built relationships with clients or handled negotiations in the past.

Be Organised: Your application should reflect your organisational abilities. Keep it clear and concise, ensuring all relevant information is easy to find. A well-structured application shows us you can handle the documentation and processes we deal with daily.

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’re considered for the role. Plus, it gives you a chance to explore more about our culture and values!

How to prepare for a job interview at Lycetts

✨Know Your Stuff

Make sure you brush up on your insurance knowledge, especially in the equine and property sectors. Familiarise yourself with common terms and products, as well as the FCA requirements relevant to a broking role. This will show that you're serious about the position and understand the industry.

✨Show Off Your People Skills

Since this role involves building relationships with clients and insurers, practice your communication skills. Prepare examples of how you've successfully negotiated or resolved issues in the past. Being able to demonstrate your confident customer skills will set you apart from other candidates.

✨Team Player Vibes

Lycetts values teamwork, so be ready to discuss how you work collaboratively in a small team. Think of specific instances where you contributed to a group effort or supported a colleague. This will highlight your ability to fit into their friendly and professional atmosphere.

✨Prepare Questions

Interviews are a two-way street, so come armed with thoughtful questions about the company culture, career development opportunities, and the specifics of the Account Handler role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.

Account Handler
Lycetts
Location: Marlborough
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  • Account Handler

    Marlborough
    Full-Time
    30000 - 42000 £ / year (est.)
  • L

    Lycetts

    50-100
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