Account Handler/senior Account Handler

3 months ago


Chipping Norton, United Kingdom Benefact Group Full time

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

**Duration**:Permanent

**Location**:Charlbury, Oxfordshire

**About the role***:
**Lycetts Insurance Brokers**, who are proudly part of **Benefact Group**, are looking for a **Account Handler** to join our **Charlbury** office.

Within this role, you will have responsibility for the effective management of existing clients’ insurance business and for the support of business development through provision of quotes and cross-referrals. The role has authority to deal with insurers and clients as required to transact business.

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 prepare renewal schedules and contact clients prior to renewal within compliance manual timescales
- Answer incoming new business enquiries and prepare new business quotations.
- 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
- Identify opportunities for cross sales
- Assist with Claims Handling alongside a dedicated Claims Handler
- Provide satisfactory outcomes to client requests
- Comply with file management, compliance procedures and FCA guidelines
- 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**
***:

- Good organisational ability
- Previous broking experience preferably specialising in farm & estate, household and liability insurance
- Knowledge of wide range of commercial insurance products and companies
- Experience in obtaining quotes and placing business
- Confident communications skills - both written & oral
- 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**:

- 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)
- 35 hours/week, 9.00 to 5.00
- 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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