Account Handler at Benefact Group

Marlborough, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

22 Mar, 26

Salary

0.0

Posted On

22 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Insurance Experience, Customer Skills, Negotiating Skills, Organizational Ability, Knowledge of FCA Requirements, Equine Insurance Knowledge, Property Insurance Knowledge, Claims Management, Relationship Building, Documentation Handling, Credit Control, Renewal Process Management, Quote Negotiation, Communication Skills, Team Collaboration, Proactive Support

Industry

Financial Services

Description

Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Marlborough (hybrid working of 2 days working from home per week available upon successful completion of probation) About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Account Handler to join our Marlborough office. Our Lycetts Marlborough-based team specialises in bloodstock, equine, private client, farm and estate insurance. From the world of bloodstock and racing, on the flat and over jumps, to the leisure horse owner, from the equine sports of eventing, dressage and show jumping to all levels of polo, we can cover all equine disciplines in respect of their related property, liability and personal insurance requirements. This is a fantastic opportunity to join Lycetts as an Account Handler, you’ll play a key role in delivering outstanding service to our clients and prospects. You’ll collaborate with executives to manage accounts day-to-day, build trusted relationships, and help drive retention and growth through proactive, high-quality support. Why join us? Join a collaborative and inclusive culture that’s committed to making a difference and building a more sustainable future. Ranked amongst the UK's top 50 Best Large Companies to Work For in 2024, we offer fantastic career and development opportunities within a rapidly growing, innovative Group - where all profits go to charity and good causes. What you'll be doing Develop strong, long-term relationships with a portfolio of clients, managing their accounts in a way that meets their specific servicing needs Prepare renewal schedules and proactively contact clients ahead of deadlines, ensuring compliance needs are met and a smooth renewal process is achieved. Negotiate alternative quotes before renewal dates, offering clients valuable options and tailored solutions Handle all documentation - including invoices and credit notes - with accuracy and efficiency Manage claims promptly and within regulatory timescales, by utilising our central service claims team. Build and maintain positive relationships with Insurance companies and colleagues within our various Lycett’s departments. Operate an effective credit control process and provide timely reporting as required Support operational needs of the business when requested to do so to enhance teamwork and collaboration. What you'll need to have Insurance experience (preferably in a broking role), and preferably with experience in the equine and/or property sectors. Knowledge of farm, equine establishments and associated liabilities, motor and household insurance products and companies 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 Sound knowledge of FCA requirements within a broking role What we offer 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 The Lycetts group has over 60 years’ experience of providing a comprehensive range of insurance, risk management and financial advice to a broad cross section of commercial and private clients. We strive to be a trusted adviser to our clients and are proud of our continued high client satisfaction scores. Benefact Group is a unique international financial services Group made up of over 30 businesses. We are owned by a charity and have been the 3rd largest UK corporate donor over a decade*, having given away £250 million since 2014. 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. At Benefact Group, we are committed to creating an inclusive culture and building an environment where each and every one of us feels valued and respected. We are a community made up of people with a range of different backgrounds, abilities, perspectives, beliefs and interests and we value the strength this brings to us as a Group. We welcome applications from everyone. If you need any additional support during the recruitment process, then please let us know. *Directory of Social Change’s UK Guides to Company Giving 2017-26

Responsibilities

The Account Handler will develop strong, long-term relationships with clients and manage their accounts to meet specific servicing needs. They will prepare renewal schedules, negotiate quotes, handle documentation, and manage claims efficiently.