Assistant Account Handler

at  Benefact Group

Working hours: 35 hours per week, Monday to Friday
Duration: Permanent
Location: Edinburgh (hybrid working of 2 days working from home per week available upon successful completion of probation)

KNOWLEDGE, SKILLS AND EXPERIENCE

• Good organisational ability
• Experience in obtaining information from clients via telephone & e-mail
• Confident communications skills – both written & oral
• Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters

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 are currently the UK’s 3rd largest corporate donor, having given away £200 million since 2016. 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.

ABOUT THE ROLE

Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for a Assistant Account Handler to join our Edinburgh office.
As a Customer Service Representative you will play a crucial role in maintaining strong relationships with clients while contributing to business growth through proactive engagement.
Joining our rapidly expanding and innovative Group presents a fantastic opportunity to develop your career and become an integral part of an inclusive, purpose-led organisation.

KEY RESPONSIBILITIES

• Engage with clients and prepare renewal documentation ahead of renewal dates.
• Be the welcoming face for incoming new business inquiries, crafting impressive new business submissions and 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.
• Comply with file management, compliance procedures, and FCA guidelines, maintaining meticulously updated records.
• Nurture strong relationships with esteemed insurance companies.