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For Companies At a Glance
- Tasks: Build strong client relationships and manage accounts with tailored insurance solutions.
- Company: Join Lycetts, a top-rated insurance brokerage in Yorkshire.
- Benefits: Competitive salary, hybrid working, generous leave, and career development support.
- Why this job: Be part of a team making a difference while growing your career.
- Qualifications: Strong organisational skills and ability to engage professionally with clients.
- Other info: Inclusive culture with a focus on personal and professional growth.
The predicted salary is between 28800 - 42000 £ per year.
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Yorkshire
About The Role
Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Account Handler to join our Yorkshire office. As a specialist insurance brokerage, we provide tailored insurance solutions and exceptional service to our clients.
This is a fantastic opportunity to join Lycetts as an Account Handler, you will play a key role in delivering outstanding service to our clients and prospects. You will 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 offer farm, estate, private client, forestry, equine and commercial insurance services to clients across the North of England.
Why join us
Join a collaborative and inclusive culture that is 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
- 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
- Ability to engage professionally with clients and colleagues
- Strong organisational skills managing multiple tasks and priorities efficiently, particularly in relation to client enquiries, documentation, and meeting preparation
- Attention to detail for 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 - 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, 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, then please let us know.
Account Handler in Catterick Garrison employer: Lycetts
Contact Detail:
Lycetts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Handler in Catterick Garrison
✨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 open doors and give you insider info that could help you stand out.
✨Tip Number 2
Prepare for the interview by researching common questions for Account Handlers. Think about how your previous experience aligns with what Lycetts is looking for. We want to see you shine, so practice your answers!
✨Tip Number 3
Show off your personality! When you get the chance to meet the team, let your enthusiasm for the role and the company culture come through. We love candidates who are not just qualified but also a great fit for our collaborative environment.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression. It shows you’re genuinely interested in the position and appreciate the opportunity to connect.
We think you need these skills to ace Account Handler in Catterick Garrison
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Account Handler role. Highlight your relevant experience in insurance and client management, showing us how you can meet our specific needs.
Showcase Your Skills: We want to see your strong organisational skills and attention to detail. Use examples from your past roles to demonstrate how you've successfully managed multiple tasks and maintained accuracy in documentation.
Be Personable: As an Account Handler, building relationships is key. Let your personality shine through in your application. Share experiences where you've engaged with clients or colleagues effectively.
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 this fantastic opportunity with Lycetts.
How to prepare for a job interview at Lycetts
✨Know Your Stuff
Before the interview, make sure you understand the insurance industry and the specific services offered by Lycetts. Familiarise yourself with common terms and processes, especially around account handling and client management. This will show your genuine interest and help you engage in meaningful conversations.
✨Showcase Your Relationship-Building Skills
As an Account Handler, building strong relationships is key. Prepare examples from your past experiences where you've successfully managed client relationships or resolved issues. Highlight your communication skills and how you can contribute to maintaining positive interactions with clients and colleagues.
✨Be Organised and Detail-Oriented
Demonstrate your organisational skills by discussing how you manage multiple tasks and priorities. Bring up specific tools or methods you use to stay on top of documentation and compliance needs. Attention to detail is crucial in this role, so be ready to share how you ensure accuracy in your work.
✨Prepare for Negotiation Scenarios
Since negotiating quotes is part of the job, think about past situations where you've had to negotiate successfully. Be prepared to discuss your approach to finding solutions that benefit both the client and the company. This will showcase your ability to think critically and act in the best interest of all parties involved.