Trainee Account Handler

4 weeks ago

Chipping Norton, United Kingdom The Benefact Group Full time

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

**Duration**:Permanent

**Location**:Charlbury (Oxfordshire) - hybrid

**About the role***:
We have a fantastic opportunity to join our business **Lycetts** Insurance Brokers in **Charlbury **as a Trainee Account Handler**. **This role would suit someone with prior broking experience, or someone looking to start their career within broking and insurance as full training will be provided.

**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.
- Experience in obtaining quotes and placing business.
- Confident communications skills - both written & oral.
- Good negotiating skills and the ability to build good relationships with stakeholders.
- Well-presented, hardworking, pro-active team player with initiative.

**What we offer**
***:

- Competitive salary: We value your expertise, so let's discuss the compensation package that reflects your skills and experience.
- Flexibility: Upon successful completion of probation, enjoy the option for flexible and hybrid working arrangements.
- Personal Pension: We offer a competitive personal pension scheme to support your financial future.
- Annual Bonus: Our discretionary annual bonus scheme rewards outstanding performance on an individual and company level.
- Life Assurance: Feel secure with life assurance coverage up to 4 times your salary.
- Generous Leave: Enjoy 25 days of annual leave, plus bank holidays (increasing to 26 and 27 for 5 and 10 years' service, respectively).
- Career Development: We are committed to your growth and success. Access funded support and financial incentives to pursue professional qualifications and unlock exciting career opportunities.

**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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