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- Tasks: Manage insurance and financial services for rural and private clients while supporting business development.
- Company: Lycetts Insurance Brokers, part of Benefact Group, focuses on sustainable practices and charitable giving.
- Benefits: Enjoy hybrid working, generous leave, pension contributions, and career development support.
- Why this job: Join a top-rated company with a collaborative culture dedicated to making a positive impact.
- Qualifications: No specific experience required; previous insurance knowledge is a plus.
- Other info: Applications welcomed from all backgrounds; inclusive environment guaranteed.
The predicted salary is between 28800 - 42000 £ per year.
Working hours: 35 hours per week, Monday to FridayDuration: PermanentLocation: Yorkshire (hybrid working of 2 days working from home per week available upon successful completion of probation)About the roleLycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Account Handler/Client Manager to join our Yorkshire office.The role holder will effectively manage the insurance and financial services business for Lycetts rural and private clients and prospects, and will be responsible for the support of business development through the provision of quotes and cross-referrals as well as working collaboratively with senior account executives and account executives to provide the management of their client and prospect accounts.We welcome applications from individuals at all stages of their career – whether you\’re just starting out or bring relevant industry experience.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 top 50 Best Large Companies to Work For in 2024, 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
- Answer incoming new business enquiries and prepare new business quotations
- Identify and initiate cross-referral opportunities and activities to new and existing prospects/clients.
- Prepare relevant documentation and information for new business meetings/presentations.
- Develop business opportunities including identification of opportunities for cross-referrals
- Comply with file management, compliance procedures and FCA guidelines
Effective communication skills – Ability to engage professionally with clients and colleagues, both verbally and in writing
- Strong organisational abilities – Capable of managing multiple tasks and priorities efficiently, particularly in relation to client enquiries, documentation, and meeting preparation
- Attention to detail – A meticulous approach to preparing quotations and compliance-related documentation
- Team collaboration – Willingness to contribute to a supportive team environment
- IT proficiency – Competence in using standard business software to support day-to-day operations
- Previous insurance experience
- Knowledge of commercial insurance products and companies
- Experience in obtaining quotes and placing business
- Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
- Sound knowledge of FCA requirements within a broking role
About usThe 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
- Directory of Social Change\’s UK Guides to Company Giving 2017-26
- 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.
What makes you stand out
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.
Benefact Group
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Rural Account Handler/Client Manager employer: The Benefact Group
Contact Detail:
The Benefact Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Rural Account Handler/Client Manager
✨Tip Number 1
Familiarise yourself with the specific insurance products and services that Lycetts offers. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Lycetts to gain insights into the company culture and expectations for the Account Handler/Client Manager role. This can provide you with valuable information that can set you apart during the selection process.
✨Tip Number 3
Prepare to discuss your experience with client management and how you've successfully handled multiple tasks in previous roles. Highlighting your organisational skills and ability to manage priorities will resonate well with the hiring team.
✨Tip Number 4
Showcase your communication skills by preparing thoughtful questions to ask during the interview. Engaging with the interviewers about their experiences at Lycetts can demonstrate your enthusiasm and fit for the collaborative culture they promote.
We think you need these skills to ace Rural Account Handler/Client Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in insurance and client management. Emphasise any previous roles where you managed client accounts or worked in a similar environment.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific skills such as communication, organisation, and attention to detail, and how they relate to the job description.
Highlight Relevant Skills: In your application, focus on skills that are crucial for the role, such as negotiation abilities, knowledge of FCA requirements, and IT proficiency. Use examples from your past experiences to illustrate these skills.
Show Enthusiasm for the Company: Express your interest in Lycetts Insurance Brokers and their commitment to making a difference. Mention their charitable ethos and how it aligns with your values, which can set you apart from other candidates.
How to prepare for a job interview at The Benefact Group
✨Research the Company
Before your interview, take some time to learn about Lycetts Insurance Brokers and the Benefact Group. Understand their values, mission, and recent achievements. This will help you tailor your answers and show genuine interest in the role.
✨Prepare for Common Questions
Anticipate questions related to your experience in insurance, client management, and compliance with FCA guidelines. Be ready to discuss specific examples of how you've successfully managed client accounts or developed business opportunities in the past.
✨Showcase Your Communication Skills
As effective communication is key in this role, practice articulating your thoughts clearly and professionally. Consider doing mock interviews with a friend or family member to build confidence in your verbal and written communication.
✨Demonstrate Team Collaboration
Highlight your ability to work collaboratively with others. Share examples of how you've contributed to a team environment in previous roles, especially in relation to supporting senior executives or working on cross-referral opportunities.