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Account handler / senior account handler

Benefact Group
Account handler
€32,500 a year
Posted: 8 May
Offer description

Working hours: 35 hours per week, Monday to Friday

Duration: Permanent

Location: Yorkshire


About the Role

Lycetts Insurance Brokers, 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 offers farm, estate, private client, forestry, equine and commercial insurance services to clients across the North of England.


What you’ll be doing

* Develop strong, long‑term relationships with a portfolio of clients, managing their accounts to meet 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 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, especially in relation to client enquiries, documentation and meeting preparation
* Attention to detail in 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 – discussion based on experience
* Hybrid working available upon successful completion of probation
* Employer pension contribution of 5% rising to 10% after 5 years of membership in the pension scheme
* Annual bonus scheme – discretionary based on individual and company performance
* Life assurance cover up to 4× salary, and group income protection scheme up to 65% of salary
* 25 days annual leave plus bank holidays (rising to 26 and 27 days for 5 and 10 years of 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 to help employees stay healthy and feel supported

We welcome applications from everyone and we are committed to creating an inclusive culture.

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