Account Handler at The Benefact Group

Edinburgh, Scotland, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

30 Jul, 26

Salary

0.0

Posted On

01 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Account management, Insurance broking, Client relationship management, Renewal management, Claims handling, Negotiation, Documentation management, Credit control, FCA compliance, Commercial insurance, Communication skills, Organizational ability

Industry

Financial Services

Description

Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Edinburgh or Ayr About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Account Handler to join our Edinburgh or Ayr office. 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 15 Best Big Companies to Work For in 2025, 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 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 information from clients via telephone & e-mail 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 A competitive salary - let's discuss it 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, and Group Income Protection scheme up to 65% of 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. An Employee Assistance Programme with a wide range of benefits helping employees to stay healthy and feel supported. 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 manage a portfolio of clients by building long-term relationships and ensuring their insurance needs are met through proactive support. Responsibilities include preparing renewal schedules, negotiating quotes, handling documentation, and managing claims in compliance with regulatory standards.