Account Handler

Account Handler

Marlborough Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Prepare renewal schedules, negotiate quotes, and handle claims efficiently.
  • Company: Join Lycetts Insurance Brokers, part of Benefact Group, in a supportive team.
  • Benefits: Enjoy a competitive salary, pension contributions, annual bonuses, and generous leave.
  • Why this job: Make a difference in a collaborative culture while building your career.
  • Qualifications: Insurance experience preferred, with strong customer service and negotiation skills.
  • Other info: Be part of a top-rated company committed to sustainability and community.

The predicted salary is between 36000 - 60000 £ per year.

Company Overview

Lycetts Insurance Brokers, part of Benefact Group, specialises in bloodstock, equine, private client, farm and estate insurance. The role is based in the Marlborough office.

Role Overview

Account Handler – responsible for delivering outstanding service, building trusted relationships, managing accounts day‑to‑day, and driving retention and growth through proactive, high‑quality support.

Responsibilities

  • Prepare renewal schedules and proactively contact clients ahead of deadlines ensuring compliance.
  • 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 utilising the central service claims team.
  • Build and maintain positive relationships with insurers and colleagues across Lycetts departments.
  • Operate an effective credit control process and provide timely reporting as required.
  • Support operational needs of the business when requested to enhance teamwork and collaboration.

Qualifications

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

Benefits

  • Employer pension contribution of 5% rising to 10% after 5 years’ membership.
  • Annual bonus scheme discretionary based on performance.
  • Life assurance cover up to 4 × salary.
  • 25 days annual leave plus bank holidays (rising to 26 and 27 for 5 and 10 years respectively).
  • Career development opportunities with funded support and financial incentives for professional qualifications.

Inclusion

Lycetts and Benefact Group welcome applications from all backgrounds – diversity, equity and inclusion are core to our culture. We welcome applications from everyone.

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Account Handler employer: The Benefact Group

Lycetts Insurance Brokers, part of the Benefact Group, is an exceptional employer located in Marlborough, offering a collaborative and inclusive work culture that prioritises employee growth and development. With a commitment to sustainability and a giving ethos, employees benefit from competitive pension contributions, generous annual leave, and opportunities for professional qualifications, all within a supportive team environment that values kindness and ambition.
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Contact Detail:

The Benefact Group 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 industry, especially those with experience in equine and property sectors. A friendly chat can lead to insider info about job openings that might not even be advertised.

✨Tip Number 2

Prepare for interviews by brushing up on your knowledge of FCA requirements and the specific insurance products mentioned in the job description. Show us you know your stuff, and you'll impress the hiring team!

✨Tip Number 3

Practice your negotiation skills! Role-play scenarios where you negotiate quotes or handle claims. This will help you feel more confident when discussing your abilities during interviews.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our friendly team at Lycetts.

We think you need these skills to ace Account Handler

Insurance Experience
Knowledge of Equine and Property Sectors
Understanding of Farm Insurance
Customer Service Skills
Negotiation Skills
Relationship Building
Organisational Ability
Knowledge of FCA Requirements
Documentation Management
Claims Handling
Credit Control
Communication Skills
Attention to Detail

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Account Handler role. Highlight your insurance experience, especially in broking and any specific knowledge of equine or property sectors. We want to see how your skills match what we're looking for!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can contribute to our team. Don't forget to mention your customer service skills and your ability to build relationships with clients and insurers.

Showcase Your Organisational Skills: In the insurance world, being organised is key. Make sure to highlight any experiences where you've successfully managed documentation, invoices, or claims. We love seeing examples of how you've kept things running smoothly!

Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you'll be part of a process that values your application from the get-go. Plus, we can't wait to meet you!

How to prepare for a job interview at The Benefact Group

✨Know Your Insurance Stuff

Make sure you brush up on your knowledge of insurance products, especially in the equine and property sectors. Be ready to discuss specific policies and how they relate to the responsibilities listed in the job description.

✨Show Off Your Negotiation Skills

Prepare examples of past negotiations you've handled, particularly those that led to successful outcomes. This will demonstrate your ability to negotiate alternative quotes and foster good relationships with clients and insurers.

✨Demonstrate Your Organisational Skills

Think of ways you've effectively managed documentation and claims in previous roles. Highlight your organisational abilities during the interview to show you can handle the paperwork and compliance aspects of the job smoothly.

✨Be a Team Player

Since the role involves working within a small team, be prepared to discuss how you collaborate with others. Share examples of how you've contributed to a positive team environment and supported your colleagues in achieving common goals.

Account Handler
The Benefact Group
Location: Marlborough
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