At a Glance
- Tasks: Manage new business leads and provide top-notch insurance support to clients.
- Company: Join Lycetts Insurance Brokers, part of the Benefact Group, with a strong community focus.
- Benefits: Competitive salary, hybrid working, generous leave, and career development opportunities.
- Other info: Be part of a diverse team committed to kindness and professional growth.
- Why this job: Make a real impact by helping clients navigate their insurance needs while growing your skills.
- Qualifications: Experience in insurance or client handling, with a passion for building relationships.
The predicted salary is between 30000 - 40000 £ per year.
Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Newcastle Upon Tyne, or Catterick
About The Role
Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a New Business Account Handler to join our Newcastle Upon Tyne, or Catterick office. This is a fantastic opportunity to join Lycetts as a New Business Account Handler, where you’ll deliver high-quality insurance support to clients and prospects, with a focus on new business leads. You’ll manage enquiries from start to finish, ensuring accurate, compliant processing and acting as a key point of contact to provide advice and build strong relationships. Working with your Team Manager, you’ll help drive conversion and growth by identifying cross‑selling and upselling opportunities, while liaising with insurers and negotiating terms within your authority to ensure a smooth and professional service.
What You’ll Be Doing
- Manage new business leads and quotations through to conversion for the team/region.
- Prepare, present and proactively follow up quotations, confirming cover where appropriate.
- Build strong relationships with prospects and guide them through quotation to placement.
- Deliver a high level of client service, responding to correspondence within 24 hours.
- Handle post‑sale administration including invoicing (within 7 days) and payment setup.
- Identify upselling and cross‑referral opportunities to support conversion targets.
- Maintain accurate data, ensure compliance, and continuously develop product, industry and professional expertise.
What you’ll need to have
- Experience in general insurance or a similar client‑handling/business environment.
- Experience of processing new business, including quotation, placement and policy documentation.
- Demonstrable experience of liaising with insurers and clients directly.
- Experience managing a portfolio of accounts, including cross‑selling opportunities.
- Cert CII qualification (or working towards) or demonstrable equivalent industry experience.
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. The 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.
New Business Account Handler in Newcastle upon Tyne employer: Lycetts
Lycetts Insurance Brokers, part of the Benefact Group, is an exceptional employer located in Newcastle Upon Tyne and Catterick, offering a supportive work culture that prioritises employee well-being and professional growth. With competitive salaries, hybrid working options, and a commitment to career development through funded qualifications, we empower our team members to thrive while contributing to a charitable mission that has seen us become one of the UK's largest corporate donors. Join us to be part of a diverse community where your contributions are valued and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land New Business Account Handler in Newcastle upon Tyne
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like Lycetts). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like Lycetts. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace New Business Account Handler in Newcastle upon Tyne
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at Lycetts.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at Lycetts. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at Lycetts
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at Lycetts to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at Lycetts, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding Lycetts's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
