Account Handler / Senior Account Handler

We are looking for an Account Handler or Senior Account Handler to join Lycetts in our Yorkshire office. Competitive salary, excellent benefits and hybrid working.

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 Account Handler or Senior Account Handler to join our Yorkshire office. As a specialist insurance brokerage, we provide tailored insurance solutions and exceptional service to our clients.

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?

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

• Ability to engage professionally with clients and colleagues

• Strong organisational skills managing multiple tasks and priorities efficiently, particularly in relation to client enquiries, documentation, and meeting preparation

• Attention to detail for preparing quotations and compliance-related documentation

What makes you stand out

• Previous insurance experience

• Experience in obtaining quotes and placing business

• Good negotiating skills and the ability to build good relationships with both clients and insurers/underwriters

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

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.

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

Company

Lycetts

Role

Broking and Advisory

Locations

Yorkshire

Remote status

Hybrid

Employment type

Permanent - Full Time