Rural Account Handler

Benefact Group plc; Colburn; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A progressive insurance brokerage is seeking an Account Handler to manage insurance and financial services for rural and private clients in Yorkshire. Responsibilities include preparing client renewals and liaising over policy changes. The role offers hybrid working and opportunities for career development within a supportive team environment.

Benefits

Hybrid working available after probation

Employer pension contribution of 5%

Annual Bonus scheme

Life Assurance cover up to 4 x salary

25 days annual leave plus bank holidays

Qualifications

• Effective communication skills are needed to engage with clients and colleagues.
• Organisational abilities to manage multiple tasks efficiently.
• Attention to detail for preparing quotations and compliance documentation.

Responsibilities

• Prepare and issue client renewals.
• Liaise with clients regarding renewals and policy changes.
• Prepare documentation for renewal meetings.

Skills

Effective communication skills

Strong organisational abilities

Attention to detail

Team collaboration

IT proficiency

Job description

About the role

Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Account Handler 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

• Preparing and issuing client renewals
• Liaising withrural and private clients over renewals, changes to policies etc
• Prepare relevant documentation and information for renewal meetings/presentations.
• Comply with file management, compliance procedures and FCA guidelines

What you\'ll need to have

• 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

What makes you stand out

• 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.

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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