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For Companies At a Glance
- Tasks: Manage client accounts, build relationships, and ensure smooth insurance renewals.
- Company: Join Lycetts Insurance Brokers, part of Benefact Group, a top-rated employer.
- Benefits: Competitive salary, hybrid working, generous leave, and career development support.
- Other info: Inclusive culture with opportunities for personal and professional growth.
- Why this job: Make a difference in a company that donates profits to charity and good causes.
- Qualifications: Strong organisational skills and ability to engage with clients professionally.
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.
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 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 × 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 / Senior 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 / Senior 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 Handler roles. Think about how your previous experience aligns with what Lycetts is looking for. We want to see you shine!
✨Tip Number 3
Show off your personality! During interviews, let your passion for client relationships and insurance solutions come through. We love candidates who can connect on a personal level while being professional.
✨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 in Catterick Garrison
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!
Showcase Your Relationship-Building Skills: Since this role is all about building strong relationships with clients, share examples of how you've successfully managed client accounts in the past. We love to see those interpersonal skills in action!
Be Detail-Oriented: Attention to detail is key in our industry. When you’re preparing your application, double-check for any typos or errors. We appreciate a polished application that reflects your commitment to quality.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets to us quickly and efficiently. Plus, it shows you’re keen on joining our team!
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 help you speak confidently about how you can contribute to their team.
✨Showcase Your Relationship-Building Skills
Since the role involves developing strong relationships with clients, be prepared to share examples of how you've successfully built rapport in previous roles. Think of specific instances where your communication skills made a difference, and be ready to discuss how you would apply those skills at Lycetts.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities and how you handle client inquiries or claims. Prepare by thinking through potential scenarios you might face in the role and how you would approach them. This shows you're proactive and ready to tackle challenges head-on.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready to ask. Inquire about the team culture, opportunities for professional development, or how success is measured in the role. This not only demonstrates your interest but also helps you gauge if the company is the right fit for you.