Account Handler/Senior Account Handler

Lycetts; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

A leading insurance brokerage is seeking an Account Handler/Senior Account Handler to manage corporate client accounts. The role offers hybrid working and includes responsibilities like preparing business quotes and mentoring colleagues. With a strong focus on client relationships and business development, this position is ideal for those looking to grow their career in a supportive environment.

Benefits

Employer pension contribution of 5% rising to 10%

Annual Bonus scheme

Life Assurance cover up to 4x salary

25 days annual leave plus bank holidays

Career development opportunities

Qualifications

• Experience in insurance and commercial products is essential.
• Proven ability to negotiate and manage client relationships.
• Strong communication skills for preparing quotations and documentation.

Responsibilities

• Manage insurance portfolios for corporate clients.
• Prepare business quotations and support business development.
• Mentor junior account handlers within the team.

Skills

Negotiating

Relationship Management

Business Development

Education

Insurance Qualification

Job description

Join to apply for the Account Handler/Senior Account Handler role at Lycetts

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Join to apply for the Account Handler/Senior Account Handler role at Lycetts

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: London (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 an Account Handler/Senior Account Handler to join our London 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

• 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
  
  

What We Offer

• 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.

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

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other, Information Technology, and Management

• Industries

  Insurance

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