Account Handler

The Benefact Group; Marlborough; On-site; GBP 30,000 - 40,000; Full time

Job summary

A leading insurance firm located in Marlborough is seeking an experienced Account Handler to deliver outstanding service and manage client accounts. Responsibilities include preparing renewal schedules, negotiating quotes, and managing documentation with efficiency. The ideal candidate should have insurance broking experience, particularly in the equine and property sectors, alongside strong customer service and negotiating skills. This role offers competitive benefits including an annual bonus and career development opportunities.

Benefits

Employer pension contribution of 5%

Annual bonus scheme

Life assurance cover

25 days annual leave

Career development opportunities

Qualifications

• Experience in the equine and/or property sectors is preferred.
• Knowledge of related insurance products is essential.
• Good confident customer skills are required.

Responsibilities

• Prepare renewal schedules and contact clients ahead of deadlines.
• Negotiate quotes for clients before renewal dates.
• Manage all documentation accurately and efficiently.
• Handle claims promptly and within regulatory timescales.

Skills

Insurance broking experience

Customer service skills

Negotiating skills

Organizational ability

Job description

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.