Account Handler

6 months ago


Newcastle upon Tyne, United Kingdom Benefact Group Full time

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

**Duration**:Permanent

**Location**:Newcastle (hybrid working available upon successful completion of probation)

**About the role***:
**Lycetts Insurance Brokers**, who are proudly part of **Benefact Group**, are looking for a **Motor Broker/Account Handler** to join our head office in **Newcastle**.

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**
***:

- To act as Motor Broking handler within the Group Motor department
- To prepare new business proposals, renewal schedules and contact client prior to renewal within compliance manual timescales
- Negotiate alternative quotes - prior to renewal dates - where appropriate
- Deal with all documentation, invoices, credit notes, etc. ensuring a smooth and trouble-free renewal for the client
- Foster good relations with insurance companies
- Ensure that the Lycetts’ delegated authority under agency agreements is not exceeded
- Operate an effective credit control system and report as required.

**Knowledge, skills and experience**
***:

- Experience in obtaining quotes and placing business
- 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
- Well-presented, hard-working, pro-active team player with initiative

**Advantageous Attributes**:

- Experience with the OpenGI broking software
- Insurance qualifications
- Sound knowledge of FCA requirements within a broking role
- Previous motor experience either motor broking or insurer motor background
- Knowledge of wide range of motor insurance products and companies, for private but mainly fleet business, including agricultural vehicle fleets

**What we offer**
***:

- A competitive salary - let's discuss it
- Flexible and 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***:
**Benefact Group** is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. 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.
- If you need any additional support during the recruitment process, then please let us know._



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