Account Handler

Benefact Group plc; Newcastle upon Tyne; Hybrid; GBP 24,000 - 29,000; Full time

Benefits offered by this job

Hybrid working

Pension 5% to 10%

Annual Bonus

Life Assurance 4x

Income Protection

25 days leave

Career development

Employee assistance

Job summary

Lycetts Insurance Brokers, proudly part of Benefact Group, is seeking an Account Handler to join our Newcastle Upon Tyne office. In this client-focused role, you’ll support a portfolio of commercial clients, handling renewals, mid-term adjustments and day-to-day account management.

You will work closely with clients, insurers and colleagues to build trusted relationships and identify solutions that meet client needs, contributing to the team’s growth in a fast-paced environment.

Qualifications

• Ability to engage professionally with clients and colleagues.
• Strong organisational skills managing multiple tasks and priorities efficiently.
• Attention to detail for quotations and compliance-related documentation.

Responsibilities

• Managing a portfolio of clients within the Commercial Small Business Unit, delivering service and building relationships.
• Supporting clients through the policy lifecycle, including renewals and mid-term adjustments.
• Preparing quotations and renewal terms with insurers to secure appropriate outcomes.
• Handling policy documentation, invoicing and credit control accurately and efficiently.
• Collaborating with insurers, underwriters and colleagues to deliver prompt solutions.
• Contributing to team objectives and operational priorities.

Skills

Client communication

Organisational skills

Attention to detail

Insurance experience

Quoting and placing business

Negotiation skills

Job description

Working hours:35 hours per week, Monday to Friday

Duration:Permanent

Location:Newcastle Upon Tyne

About the role

Lycetts Insurance Brokers, who are proudly part ofBenefact Group, are looking for an Account Handler to join our Newcastle Upon Tyne office.

In this client-focused role, you'll support a portfolio of commercial clients, delivering exceptional service across renewals, mid-term adjustments and day-to-day account management. Working closely with clients, insurers and colleagues, you'll help build trusted relationships, identify solutions that meet clients' needs, and contribute to the continued growth and success of the team. This is an excellent opportunity for someone who enjoys building strong relationships, thrives in a fast-paced environment, and is passionate about delivering outstanding customer outcomes.

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 15 Best Big Companies to Work For in 2025, 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

• Managing a portfolio of clients within our Commercial Small Business Unit, delivering exceptional service and building strong, lasting relationships to support retention and growth.

• Supporting clients throughout the policy lifecycle, including renewals, mid-term adjustments and general enquiries, ensuring a seamless customer experience.

• Preparing and negotiating quotations and renewal terms, working closely with insurers to secure the most appropriate outcomes for clients.

• Handling policy documentation, invoicing and credit control activities accurately and efficiently, maintaining high standards of compliance and administration.

• Liaising with insurers, underwriters, claims specialists and colleagues across the wider business to deliver prompt and effective solutions for clients.

• Contributing to the ongoing success of the Commercial Small Business Unit by identifying opportunities, sharing knowledge, and supporting team objectives and operational priorities.

What you'll need to have

• Ability to engage professionally with clients and colleagues

• Strong organisational skills managing multiple tasks and priorities efficiently, particularly in relation to client enquiries, documentation, and meeting preparation

• Attention to detail for preparing quotations and compliance-related documentation

What makes you stand out

• Previous insurance experience

• Experience in obtaining quotes and placing business

• Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters

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.

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.

*Directory of Social Change’s UK Guides to Company Giving 2017-26