Senior Account Handler

Benefact Group plc; Newcastle upon Tyne; Hybrid; GBP 30,000 - 60,000

Job description

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Newcastle, London, or Godalming (hybrid working of 2 days working from home per week available upon successful completion of probation)

About the role

Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Senior Account Handler to join our Newcastle, London, or Godalming office.

The role holder will effectively manage the insurance and financial services business for Lycetts corporate and commercial 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.

Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

Key responsibilities

• 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 and mentor other account handling team members
• Develop business opportunities including identification of opportunities for cross-referrals
• Comply with file management, compliance procedures and FCA guidelines

Knowledge, skills and experience

• Develop in-depth insurance technical knowledge
• Develop appropriate IT skills
• Knowledge and use of Acturis an advantage but not essential
• The ability to build and manage co-operative and productive relationships
• Minimum qualification – Dip CII

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
• 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.