Senior Account Handler - Commerical

TN United Kingdom; Newmarket; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An innovative firm is seeking a Senior Account Handler to join their dynamic team in Newmarket or Northampton. This permanent role offers a fantastic opportunity to manage insurance and financial services for commercial clients while supporting business development through quotes and cross-referrals. With a commitment to inclusivity and professional growth, this organization provides hybrid working options and a comprehensive benefits package, including pension contributions and annual leave. If you're passionate about building relationships and driving business success, this is the perfect opportunity to advance your career in a supportive environment.

Benefits

Hybrid Working

Employer Pension Contribution

Annual Bonus Scheme

Life Assurance Cover

25 Days Annual Leave

Career Development Opportunities

Qualifications

• In-depth insurance technical knowledge is essential.
• Ability to build and manage cooperative relationships.

Responsibilities

• Manage client accounts collaboratively with senior executives.
• Prepare new business quotations and identify cross-referral opportunities.
• Develop and mentor account handling team members.

Skills

Insurance Technical Knowledge

Relationship Management

Business Development

Tools

OpenGI

Acturis

Job description

Social network you want to login/join with:

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Client:

Ecclesiastical Insurance Group

Location:

Newmarket, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

b4f807c3751b

Job Views:

3

Posted:

08.05.2025

Expiry Date:

22.06.2025

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Job Description:

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Newmarket or Northampton (Pitsford) (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 Newmarket or Northampton office.

The role holder will effectively manage the insurance and financial services business for Lycetts commercial clients and prospects, and will be responsible for supporting business development through the provision of quotes and cross-referrals.

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

• Work collaboratively with senior account executives and account executives to manage their client and prospect accounts.
• Answer incoming new business enquiries and prepare new business quotations.
• Identify and initiate cross-referral opportunities and activities to new and existing prospects/clients.
• Build and maintain links with local professionals, and develop insurer relationships.
• Prepare relevant documentation and information for new business meetings/presentations.
• Obtain appointments for other insurance teams, Financial Advisors, Engineering Inspection and Risk Management Services to meet and contribute to cross-referral targets.
• Develop and mentor other account handling team members.
• Develop business opportunities including identification of opportunities for cross-referrals.
• Maintain record keeping requirements through use of OpenGI and other systems as required.
• Be responsible for the effective management of the renewal list.

Knowledge, skills and experience

• Develop in-depth insurance technical knowledge.
• Knowledge and use of Acturis is an advantage but not essential.
• The ability to build and manage cooperative and productive relationships.

What we offer

• Hybrid working available upon successful completion of probation.
• Employer pension contribution of 5% rising to 10% after 5 years of 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 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