Assistant Account Handler

7 months ago


Edinburgh, United Kingdom Benefact Group Full time

**Working hours**:35 hours per week, Monday to Friday

**Duration**:Permanent

**Location**: Edinburgh (hybrid working of 2 days working from home per week available upon successful completion of probation)

**About the role***:
**Lycetts**, who are proudly part of **Benefact Group**, are looking for an **Assistant** **Account Handler** to join our **Edinburgh** office.

Lycetts is a well-established independent insurance broker with a focus on farms, estates, and rural businesses. We also offer bespoke financial services, high-net-worth household coverage, commercial and bloodstock insurance and risk management advice.

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**
***:

- Prepare renewal schedules and proactively reach out to clients before renewal dates, ensuring compliance with industry regulations.
- Handle incoming new business inquiries promptly and prepare customised quotations for potential clients.
- Use your negotiation skills to explore alternative quotes and find the best solutions for clients well in advance of renewal deadlines.
- Manage all documentation, including invoices, credit notes, and other paperwork, ensuring a seamless renewal experience for our clients.
- Identify cross-selling opportunities within our client base and collaborate with colleagues to maximise revenue.
- Prioritise client requests and strive for satisfactory outcomes, building strong relationships with our valued clients.
- Adhere to compliance procedures, FCA guidelines, and maintain organised file management.
- Foster positive relationships with insurance companies, ensuring smooth communication and efficient service delivery.
- Monitor delegated authority under agency agreements and maintain an effective credit control system.
- Operate an effective credit control system and report as required

**Knowledge, skills and experience**:

- Good confident customer skills - both written & oral
- Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters
- Good organisational ability

**What we offer**:

- Hybrid working available upon successful completion of probation
- Competitive Personal Pension
- 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**:
**Committed to making a difference**:
We think that people are looking for something worthwhile in a company beyond the workplace. Our employees are encouraged to take at least one day a year to help a charity of their choice, offering practical and professional support, as part of our MyGiving programme.

Our staff know how to work hard but also how to enjoy themselves We pride ourselves on creating an appropriate work-life balance, valuing wellbeing, flexibility and being part of a team.
- If you need any additional support during the recruitment process, then please let us know._


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