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For Companies At a Glance
- Tasks: Support client relationships and assist with insurance paperwork and enquiries.
- Company: Join Lycetts Insurance Brokers, part of the Benefact Group, a top-rated employer.
- Benefits: Hybrid working, competitive salary, annual bonus, and generous leave.
- Other info: Be part of a charitable group committed to making a difference.
- Why this job: Kickstart your career in insurance with full training and hands-on experience.
- Qualifications: Good organisational skills and confident communication abilities.
The predicted salary is between 25000 - 30000 £ per year.
Working hours: 35 hours per week, Monday to Friday.
Duration: Permanent.
Location: Marlborough or Newmarket.
About The Role
Lycetts Insurance Brokers, part of Benefact Group, are looking for a Trainee Account Handler to join our Marlborough or Newmarket office. Join our team as a Trainee Account Handler and play a key role in supporting client relationships while helping the business grow. You’ll receive full training and hands-on experience to build the skills needed for a successful career in insurance. This is a great opportunity for someone looking to start out or take the next step in the industry. Our specialist team provides insurance solutions across bloodstock, equine, private client, farm and estate sectors, covering all equine disciplines and their associated property, liability and personal insurance needs.
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
- Support clients by helping prepare renewal paperwork ahead of renewal dates.
- Assist with incoming new business enquiries, helping to put together submissions and quotations with guidance from the team.
- Help obtain and compare alternative quotes where appropriate, learning how to achieve the best outcomes for clients.
- Support the team with policy documentation, invoices, credit notes, and general administration to ensure a smooth client experience.
- Follow file management and compliance procedures, including FCA requirements, keeping records accurate and up to date.
- Build positive working relationships with insurance companies as you develop your industry knowledge.
What you'll need to have
- Good organisational ability.
- Experience in obtaining information from clients via telephone & e-mail.
- Confident communications skills – both written and oral.
- Good negotiating skills and the ability to build good relationships with internal and external stakeholders.
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 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.
Trainee Insurance Account Handler in Marlborough employer: Lycetts
Contact Detail:
Lycetts Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Trainee Insurance Account Handler in Marlborough
✨Tip Number 1
Network like a pro! Reach out to friends, family, or even acquaintances in the insurance industry. A personal connection can often lead to opportunities that aren’t advertised.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand what makes Lycetts unique and be ready to discuss how you can contribute to their mission of making a difference.
✨Tip Number 3
Practice your communication skills! Whether it’s over the phone or in person, being able to convey your thoughts clearly will set you apart. Role-play with a friend to build confidence.
✨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 joining our team at Lycetts.
We think you need these skills to ace Trainee Insurance Account Handler in Marlborough
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Trainee Insurance Account Handler role. Highlight any relevant experience or skills that match what we're looking for, like your organisational abilities and communication skills.
Show Your Enthusiasm: Let us know why you're excited about joining our team! Share your passion for the insurance industry and how you see yourself growing with us. A bit of personality goes a long way in making your application stand out.
Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and avoid jargon. We want to see your skills and experiences without having to sift through unnecessary fluff!
Apply Through Our Website: For the best chance of success, make sure to submit your application through our website. This way, we can easily track your application and get back to you quicker. Plus, it shows you're serious about joining us!
How to prepare for a job interview at Lycetts
✨Know Your Stuff
Before the interview, make sure you understand the basics of insurance and the specific role of a Trainee Account Handler. Familiarise yourself with common terms and processes in the industry, especially those related to client relationships and policy documentation.
✨Show Off Your Communication Skills
Since this role involves a lot of client interaction, practice your communication skills. Be ready to demonstrate how you can effectively gather information from clients and convey it clearly. Think of examples where you've successfully communicated in previous roles or experiences.
✨Prepare Questions
Interviews are a two-way street! Prepare thoughtful questions about the company culture, training opportunities, and what success looks like in this role. This shows your genuine interest in the position and helps you assess if it's the right fit for you.
✨Be Yourself
Lycetts values a collaborative and inclusive culture, so don’t be afraid to let your personality shine through. Share your passion for the insurance industry and how you align with their mission of making a difference. Authenticity can set you apart from other candidates!