Senior Account Handler at Benefact Group

Catterick Garrison, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

07 Jul, 26

Salary

0.0

Posted On

08 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Insurance, Account management, Commercial insurance, Negotiation, Client relationship management, FCA compliance, Business development, Risk management, Financial advice, Team management

Industry

Financial Services

Description

Working hours: 35 hours per week, Monday to Friday Duration: Permanent Location: Yorkshire About the role Lycetts Insurance Brokers, who are proudly part of Benefact Group, are looking for an Senior Account Handler to join our Yorkshire office. This is a fantastic opportunity to join Lycetts as a Senior 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. Our Yorkshire-based team offer farm, estate, private client, forestry, equine and commercial insurance services to clients across the North of England. 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 Work collaboratively with senior account executives and account executives to provide the management of their client and prospect accounts. Identify and initiate cross-referral opportunities and activities to new and existing prospects/clients. Prepare relevant documentation and information for new business meetings/presentations. Manage members of the account handling team. Develop strong, long-term relationships with a portfolio of clients, managing their accounts in a way that meets their specific servicing needs Negotiate alternative quotes, offering clients valuable options and tailored solutions Build and maintain positive relationships with Insurance companies and colleagues within our various Lycett’s departments. What you'll need to have Previous insurance experience Knowledge of commercial insurance products and companies Experience in obtaining quotes and placing business 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 Senior Account Handler will manage client accounts, build long-term relationships, and drive growth through proactive support and cross-referral opportunities. They will also collaborate with account executives, prepare business documentation, and oversee members of the account handling team.