Trainee Account Handler

1 week ago


Newcastle upon Tyne, United Kingdom The Benefact Group Full time

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

**Duration**:Permanent

**Location**:Newcastle

**About the role**:
Lycetts Insurance Brokers, a leading player in the industry, is thrilled to offer a fantastic opportunity at our Newcastle HQ. We are currently seeking a talented and driven Trainee Account Handler to join our Group Motor Department.

We are looking to recruit an individual new to the insurance industry who is able to learn quickly, and provide assistance to a small but successful team. This role would also suit those passionate about providing excellent customer service and administration.

**Key Responsibilities**:

- Prepare renewal schedules and proactively engage with clients before renewal dates, adhering to compliance manual timescales.
- Be a welcoming face behind incoming new business inquiries, skilfully constructing new business quotations.
- Utilise your negotiation finesse to secure alternative quotes, always striving for the best outcome, where appropriate.
- Deal with the documentation, invoices, credit notes, and more, ensuring a seamless experience for our clients.
- Identify and capitalise on cross-selling opportunities to provide comprehensive solutions.
- Assist with Claims Handling alongside a dedicated Claims Handler.
- Comply with file management, compliance procedures, and FCA guidelines, maintaining meticulously updated records.
- Nurture strong relationships with esteemed insurance companies.

**Desired Skills and Experience**:

- A proactive and organised approach to all activities.
- Communicate confidently and clearly, both in writing and verbally.
- Strong administrative skills.
- Good negotiation skills and the ability to build valuable connections with clients and insurers/underwriters.
- Good organisational abilities.
- Present yourself impeccably, bring your strong work ethic to the table, and contribute proactively within the team.
- Thrive autonomously and harmoniously within a collaborative team setting.

**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 company funded professional qualifications and financial incentives (Cert CII, Dip CII, ACCI)

**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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