Trainee Account Handler

5 months ago


Newmarket, United Kingdom The Benefact Group Full time

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

**Duration**: Permanent

**Location**:Newmarket and Fakenham

**About the role***:
We have a fantastic opportunity to join Lycetts Insurance Brokers in our Newmarket or Fakenham office as a Trainee Account Handler within the Private Client / Rural team. We are looking to recruit an organised individual who is able to learn quickly, and provide assistance to a small but successful team.

This role holds 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.

**Key responsibilities**
***:

- To act as assistant to a nominated account executive in the Lycetts Newmarket office
- To prepare 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
- Handle claims efficiently and within regulatory timescales time scales
- Manage overdue accounts
- 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**
***:
**Essential attributes**:

- Good confident customer skills - both written & oral
- The ability to build good relationships
- Well organized
- Well-presented, hardworking, pro-active team player with initiative

Position would suit someone satisfied in an office-based role and happy to work within a tight knit team.

**Advantageous attributes**:

- Previous office experience and working in a team
- Good confident customer skills - both written & oral
- Knowledge of Word/Excel
- Conscientious to learn and progress within the role
- High level of accuracy and attention to detail Good time management skills working to agreed priorities

**What we offer**
***:

- A competitive salary - Let's discuss it
- Flexible and 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.



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